We’re seeing more and more businesses sign up for our beta program, thank you! Several people have figured out that they can invite others to use Customer Manager Online. Anyone you work with can have access to the same customer information. We hope you invite those you think will benefit.
We’re focused on helping get the right information for anyone who needs it… you know, for when your speaking with a customer on the phone, or maybe just getting a quick question answered about them (maybe even at home for either case).
What we’ve learned is that many small businesses have several people who work with their customers directly, some even part time employees. Each of those people can have log in access to Customer Manager Online so that if they need to track important customer information for others to know about, they can. All of it is readily available for anyone to view.
Everyone needs access to contact information, but remember other features like free form notes. Notes make it possible to give information to everyone you work with (or work for). One of many examples I’ve seen is keeping notes about kids names, spouses names, perhaps even favorite sports team so people can talk about something more personal than the weather. Of course, also use notes to keep important information about your business relationship with your customers.
Here is how to invite other people, (remember to provide application access to a user after you invite them… it doesn’t make much sense we know and are working on it).
1. Select Share from the home page
2. Select Manage or add users
3. Send an invitation to the person you want to invite, then go back and provide them application access to that person
Check out these pictures for the pages I’m talking about.
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This is so cool!
Thanks Jack! Glad to have you in CMO and look forward to hearing more of your feedback.
Any idea what you may charge for the CMO once it becomes a paid service?
Hi John D,
No we don’t know yet… but we are working to make it fit Intuit’s belief that we can solve complex problems with simple solutions at a low cost. Just like QuickBooks, Quicken and Turbo tax.
This does not work for me. When I do all the steps and then go click on the link provided via e-mail for that person, it keeps saying, “Your invitation code is no longer available please contact your system administrator.” How do I fix this?
Hi Tosha,
Sorry to hear that. We will have someone contact you right away to help out.