I am happy to share that in our Monday release, we updated Customer Manager Online integration with QuickBooks to hide inactive QB contacts in Customer Manager Online.
For all the QuickBooks users out there, you are probably familiar with marking contacts inactive in QuickBooks, so they don’t appear in your customer, vendor, or employee lists. In Community posts, conversations with our team, and blog comments, you provided great feedback that you marked those contacts inactive for a reason - you don’t want to see them in QuickBooks - and you let us know you don’t want to see them in Customer Manager Online either.
You spoke, we listened! We updated QuickBooks-Customer Manager Online sync to not show inactive contacts in Customer Manager Online. Check out this improvement and the other updates we made and let us know what you think.
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nice feature would be to use inactive contacts in mail campaigns, phone, if you could check a box to use, or not to use. also there are different types of campagines, so maybe you could have a list of types and put certain customers in there with the ability to move them or multipule.
Also christmas cards, birthday or special events, send a newsletter out. keep in touch, mail, phone, email.
Great ideas on sending mail and email to customers Donna. I completely agree!
For the other items you can use custom fields to track if you consider a customer active or not… just go to options and make it a checkbox.