When will Customer Manager Online import data from Intuit’s Customer Manager 2.5 desktop program?
This is a common question from our beta testers. The answer… we don’t know exactly, but we’re absolutely working hard to make it happen. It’s our intent to 1) Make this worth the move for existing desktop users who want to switch and 2) Continue to honor our commitment to support the Customer Manager 2.5 desktop application for those who wish to continue using it.
Is this a replacement for Intuit’s Customer Manager 2.5 desktop program… why switch?
We are so excited about Customer Manager Online and we believe most of you will want to switch. Why? Because there is much more you can do in Customer Manager Online to get the hodge-podge of your customer information all in one place, help you save time, and stay productive in and out of the office.
Over time, many of you have shared your top requests. We’ve worked hard to address many of them AND dramatically improve the way the fundamental features work. For example, now QuickBooks sync offers automatic updates to Customer Manager Online. By that, we mean zero clicks to get the latest financial and contact information. Next, by virtue of being an online application, it’s easier to provide all your employees the convenience of getting to customer information anytime, anywhere. And last, you can help the office stay productive by working off one shared calendar and tasks view that helps to ensure everyone is on the same page.
So what’s the catch? What DON’T you have in Customer Manager Online?
Great question, there are going to be features in the desktop product that Customer Manager Online may not offer. Our goal in building a new program wasn’t to create the exact same product, but to focus on responding to top requested improvements and on the features that will provide the most value to you, our customers. Some of the new features you can look forward to in Customer Manager Online that you don’t have in desktop are: mobile access, highly collaborative tools such as shared calendar, shared tasks, notes and anytime anywhere access (just to mention a few).
So how long will this take, really?
Give us a bit of time to get the right level of feature parity so we can make this transition smooth… and we aren’t talking months and months here. If you have been with us for our last few releases you’ve seen us deliver a lot of great improvements, in a short amount of time. We’re pushing releases to you faster and more frequently than before.
We want to start bringing Customer Manager 2.5 businesses into Customer Manager Online when the product is ready for you and your needs. We value your business with Intuit products, and we want to ensure we can maintain the standard of excellence you’re used to, and do it even better.
How will I know when import from Customer Manager 2.5 desktop is available?
Check back on the blog for the latest updates and enhancements or send us an email and we’ll let you know when it’s ready… cmobeta@intuit.com
If you’re interested in moving from Customer Manager 2.5 to Customer Manager Online, let us know at cmobeta@intuit.com - and tell use how you feel:
- “I want to stop using Customer Manager 2.5 Desktop and ready to start using Customer Manager Online today.”
- “Customer Manager Online is not quite there yet, I need <fill in the blank>.”
In both cases be specific on what you want. Remember, letting us know is the best way to make it happen quickly!
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