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QuickBooks Customer Manager 2.0 for Windows (Box for Illustration Only)

(Click to Enlarge) QuickBooks Customer Manager 2.0 for Windows
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Part Number: 284255




Product Name: QuickBooks Customer Manager 2.0 for Windows. (Box for Illustration Only).

QuickBooks Customer Manager for Windows
Introducing new software designed specifically to meet the information tracking needs of small business. It helps you manage your customer information more effectively and with less effort so that you can serve customers even better. So, what can Customer Manager do for you? Consider these important benefits:

Be more organized
Works with QuickBooks to give you a comprehensive view of ALL your customer information
Easy to set up, learn and use
Attach files to your customer records
View and track recent communications history
Customize data fields
Organize and sort your customer data to suit your needs
Communicate with customers with one click
Schedule appointments and link them to customers
Store multiple forms of contact information
Track customer projects
Pop-up alerts


Be more organized
View contact information, customer history, recent QuickBooks transactions, linked documents, projects, appointments and to-dos all on a single screen so its in one place and easy to find.

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Works with QuickBooks to give you a comprehensive view of ALL your customer information
Gain one-click access to both non-financial and financial data for any customer.
No more double entry. Customer Manager automatically transfers changes to contact information among your QuickBooks Financial Software, Outlook and Customer Manager.
Enjoy the benefits of a system that has the familiar ease of QuickBooks

Software sold separately. QuickBooks Basic, Pro and Premier Editions 2003 and 2004, Microsoft Outlook 98, 2000, 2002 and Outlook Express 5.5 and 6 may be directly imported into Customer Manager. Other applications may be imported using a CSV (comma separated value) file or text format.

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Easy to set up, learn and use
About 30 minutes and youre up and running
Simple user interface
Frequently asked questions on every screen

Based on installation and import time for approximately 1,000 contacts. Individual user experience may vary.

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Attach files to your customer records
Attach relevant document files such as letters, faxes, e-mails, and spreadsheets to your customer records so everything you need is in one place.

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View and track recent communications history
Save and review all of your customer interactions from the single screen including notes, e-mails, letters, appointments, and more.

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Customize data fields
Create custom fields to record and track information just the way you want it.

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Organize and sort your customer data to suit your needs
Organize your contacts by groups and categories, and filter and sort your contact list, to-do list, project list, or communications history.

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Communicate with customers with one click
Launch an Outlook e-mail or Word letter to a customer. The name and e-mail address are pre-filled so you dont have to enter data twice. Or set-up automated e-mail communications for thank-you notes, "keep-in-touch" messages, electronic birthday cards, and more. You specify the type and the schedule and the appropriate e-mail message will be on your screen the appropriate day. Send with just one click.

The write letter feature requires Microsoft Word 97/2000/2002. The launch e-mail feature requires a MAPI compliant e-mail client.

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Schedule appointments and link them to customers
Scheduling and linking of appointments helps ensure you follow through.

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Store multiple forms of contact information
Store up to 10 different addresses, phone numbers, and e-mail addresses per contact.

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Track customer projects
Keep all your information (files, notes, etc.) about a project together on one screen. Link customers and other contact types (vendors, etc.) to your projects for quick reference.

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Pop-up alerts
Shows you pop-up alerts for important to-dos and appointments so nothing slips through the cracks. Include text in an alert; with one click, that text can be turned into a letter or e-mail message!

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