QuickBooks Customer Manager

• Find Information Fast... and Act On it


• Get the big picture, all on one screen

No more fumbling through file drawers, plowing through papers, or searching
hard drives. Customer Manager organizes everything you need to know about any
customer, all on one elegantly simple screen. You'll see everything from phone
numbers to files, projects, appointments and financial transactions, all in
one glance. You can answer customer questions instantly, make decisions intelligently,
and take action.

• See information the way you need it

The Name Record is the nerve center of Customer Manager. It summarizes all
the key information you need to know about your customer in one place. And you
can access the details with one click. Panes and action buttons include:

Customer Profile — Company, address, phone numbers, contacts,
e-mail address, Web site and more. You can customize unlimited fields to track
whatever you need to.

Recent History — A chronological history of communications,
appointments and to-dos, QuickBooks financial transactions and related notes
and documents. See invoices, payments and more.

Notes — Enter details of phone calls and general notes,
such as directions to the customer's office, while you're talking with a customer
on the phone.

To-Dos — Add and track tasks and reminders. Check them
off as you complete them.

Appointments — Allows you to enter and view appointments.


Projects — Provides a list of in-progress and completed
projects related to that customer.

Related Contacts — Link related individuals, such as
referrals or colleagues, and see their contact information from each other's
screen.

• Link files, e-mails — anything that relates
  
  

Pull all of your customer-related information together in one place —
no matter which application it came from. See appointments and e-mails, with
attachments intact. Drag in multiple e-mails at one time. Add letters, faxes,
logos and artwork, PDF files, spreadsheets — anything you need to track
for your customer or project. Enter to-dos, reminders, notes of phone calls
and projects, and schedule events right in Customer Manager

• Take action with one click
  
  

With Customer Manager, you don't just find information — you act on it.
Write e-mails, take notes of phone calls, write letters, schedule appointments.
Open any item with one click — including documents in their original application.
You can even add new financial transactions to QuickBooks, all from Customer
Manager.

• Stay on top of project details

Track all the details of any project together. Link related contacts —
such as suppliers — and files, such as spreadsheets, images or plans.
You can open them in the application that created them, directly from Customer
Manager. Set pop-up alerts to remind you of important tasks and appointments
— nothing falls through the cracks!

• Integrates with Software You Use


• Enter information once... use it everywhere

Update key information in Customer Manager, QuickBooks, Outlook or Outlook
Express, and you've updated all at once. Customer Manager synchronizes:

Names and contact information with QuickBooks, Microsoft Outlook, and Outlook
Express

Appointments with Microsoft Outlook (Or, use the built-in calendar)

Financial transactions with QuickBooks, such as invoices, payments and current
balances

You can customize the settings to limit the type of information synchronized
— you're in control.

• See the actual QuickBooks financials

Link to your customer's QuickBooks QuickReport. Or click on any QuickBooks
item in the Recent History pane to jump to QuickBooks and see the actual invoice,
payment record, purchase order or check.

• Share appointments with Microsoft® Outlook

If you use Outlook to manage your calendar, click the "New Appointment"
button and Customer Manager launches Outlook and opens an appointment window.
The appointment appears in both Outlook and Customer Manager. If you'd prefer,
you can use the Customer Manager Calendar. It's easy-to-use and looks just like
the familiar spiral-bound calendar you might keep on your desk

• Take QuickBooks To The Next Level


• Build your business with spectacular customer service

QuickBooks is great for managing small business finances, and you can use it
to view any customer's financial history. But winning and keeping customers
involves a lot more than financial transactions. It takes focus and follow-through.
That's where Customer Manager comes in.

Customer Manager makes it easy to track every activity related to any customer.
So you know at a glance what's been done, where you stand, and what you need
to do next to make them happy. From a single window in Customer Manager, you
can:



View complete customer and prospect contact information

Initiate and track e-mails, phone calls, notes and letters by customer

Link files and documents to a customer

Set up appointments and to-dos

Track projects by customer

Open and work with documents in their native applications

Track relationships among customers, vendors and other contacts

And more.

• Contact Customers More Efficiently


• Streamline customer contact

Write an e-mail or letter with one click. Customer Manager fills in the e-mail
or mailing address for you. Set up letter templates and reach out to your customers
when it counts most: during budget preparation, near the end of financial quarters,
or on personal occasions, such as birthdays or anniversaries. You can "tweak"
the content before sending.

• Reach a few customers... or hundreds at once

Merge contact information for any or all of your customers into personalized
Microsoft Word letter templates and mailing labels for quick, cost-effective
group mailings. It's a great way to keep your name in front of your customers.

• Track more than just customers

You don't have to have customers to get organized with Customer Manager. You
can use it to track clients, vendors, prospects, volunteers, members, donors,
patients, suppliers, contractors, referrals, sales leads — even your own
projects.

• Manage customers flexibly

Other contact management programs organize customers under accounts or businesses
— if they change jobs, you have to add them again. You can't link related
contacts, such as referrals. And you can't see all types of customer-related
information in one place. Customer Manager tracks each contact as an individual,
and lets you see and open every type of related record, from files to financial
transactions, all from one screen. It's hands-down, the most flexible, easiest-to-use
solution for managing customer information.

• Enjoy Several Timesaving Features — New in Version 2
  

Get the new features you've asked for

Print mailing labels for a group of customers

Create personalized letters for a group of customers

Customize the "Names" list with flexible filters and select which
columns to show or hide

Search on every field — not just names

Schedule recurring appointments

• Enjoy more flexibility and control

Pre-fill the name in a new QuickBooks financial transaction when creating
it from Customer Manager's Name Record

Control whether names are added or deleted in Outlook or QuickBooks when adding
or deleting the name in Customer Manager

Drag-and-drop e-mails from Outlook Express into Customer Manager

And more ......

• To Purchase Customer Manager or QuickBooks Software please
  click here.


• Visit http://www.virtualbiz4u.com/classes.html
  to sign up for QuickBooks classes.