QuickBooks Customer Manager 2.5

Amazon.com
QuickBooks Customer Manager 2.5 is the easiest way to provide your customers with great service. It consolidates key customer information from applications such as QuickBooks, Microsoft Outlook and Outlook Express in one place and on one screen. All the information you need to service your customers is now at your fingertips. Consolidate all your key customer information from QuickBooks, Microsoft Outlook, and Outlook Express in one place. View larger. View product demo (requires Flash). Summarize all the key customer information you need in one place. View larger. Share appointments with Microsoft Outlook Calendar. View larger. Link files, e-mails, pictures or almost anything that relates to a customer or project. View larger. Easily send personalized communications to a few or a few hundred customers. View larger. Consolidate Key Customer Information With QuickBooks Customer Manager 2.5, all the information you need to keep close tabs on your customers are at your fingertips. Whether it’s the name and contact information you keep in Outlook or Outlook Express, the appointments you track in Outlook, or the financials such as invoices and balances that you track through QuickBooks, it can all be merged into one easy-to-access location. And with advance customization features, Customer Manager lets you determine the exact information you want synchronized. In other words, it’s you’re in complete control. To view a particular customer’s QuickBooks financials, you can click on any QuickBooks item in the Recent History pane to jump to QuickBooks to see the actual transaction, whether it’s an invoice, payment record, purchase order or check. You can also link directly to your customer’s QuickBooks QuickReport. If you use Outlook to manage your calendar, simple click “New Appointment” and Customer Manager will launch Outlook and open an appointment window. You can then create an appointment that will appear in both Outlook and Customer (more…)