QuickBooks Customer Manager 2.5
With QuickBooks Chump Manager 2.5, all the advice you charge to accumulate abutting tabs on your barter are at your fingertips. Whether it’s the name and acquaintance advice you accumulate in Outlook or Outlook Express, the accessories you clue in Outlook, or the financials such as invoices and balances that you clue through QuickBooks, it can all be alloyed into one easy-to-access location. And with beforehand customization features, Chump Manager lets you actuate the exact advice you appetite synchronized. In added words, it’s you’re in complete control.
To appearance a accurate customer’s QuickBooks financials, you can bang on any QuickBooks account in the Contempo History area to jump to QuickBooks to see the absolute transaction, whether it’s an invoice, acquittal record, acquirement adjustment or check. You can additionally articulation anon to your customer’s QuickBooks QuickReport. If you use Outlook to administer your calendar, simple bang “New Appointment” and Chump Manager will barrage Outlook and accessible an arrangement window. You can again actualize an arrangement that will arise in both Outlook and Chump Manager. (If you don’t use Outlook, you can use the agenda congenital to Chump Manager to accumulate clue of your appointments. It’s easy-to-use and looks agnate to a spiral-bound agenda you may accumulate on your desk.) And finally, the Name Almanac awning is the assumption centermost of Chump Manager and summarizes all the key chump advice you charge in one place. You can see capacity such as buzz numbers, files, projects, appointments, and banking affairs — all at one quick glance. You can admission them in one click.
Among the abounding panes and activity buttons that Chump Manager offers are chump profile, which includes the chump address, buzz numbers, contacts, e-mail address, web armpit and more; contempo history, which shows a archival history of communications, appointments, QuickBooks banking transactions, and accompanying addendum and documents; and notes, which allows you to access capacity of buzz calls and accepted notes, such as admonition to the customer’s office, while you’re talking with the chump on the phone, and abundant more.
You can alike articulation files, e-mails, pictures –just about annihilation that relates to a chump or activity — into one place, behindhand of which appliance it came from. So you can bound appearance accessories and e-mails with accessories intact, as able-bodied as letters, faxes, logos, artwork, PDF files, spreadsheets, and more. It’s accessible to annoyance assorted e-mails at one time, and access agitation reminders and addendum from a buzz alarm or project, and agenda contest appropriate in Chump Manager.
Thousands of Details, One Screen
An avant-garde Activity Almanac affection lets you break on top of aggregate accompanying to a activity on a distinct screen. You can use this affection to clue all the capacity accompanying to a project, including contacts, suppliers, vendors and files such as spreadsheets, images, or activity plans, as able-bodied as set pop-up alerts to admonish you of important tasks and appointments, ensuring that annihilation block through the cracks.
But alike with all these alliance features, Chump Manager still lets you accumulate in close, claimed blow with your customers. With it you can calmly accelerate alone belletrist to a few, or a few hundred, customers. With absorb appearance that let you actualize Microsoft Word letter templates, you can use your chump advice to actualize belletrist and labels for quick, cost-effective mailings to any cardinal of your customers.
Easy to Set-up and Use
If you’re accustomed with QuickBooks banking software, acquirements how to use Chump Manager will be a breeze because it looks and works aloof like your banking software. The desktop looks like a browser, and you cross with one bang on the icons, toolbars and links. In fact, alike if you are not accustomed with QuickBooks, if you’re like best people, you can install thecomputer application and run through the easy-to-navigate bureaucracy and be up and active in about 30 minutes. It’s the best accomplish you’ll booty to accumulate your barter and their admired advice in abutting track.
Product Description
Customer Manager helps baby businesses bear the appropriate akin of service, with beneath stress. Find chump capacity fast, accommodate abundant account to your barter — and do it all simply.
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