• New! Excel® Export Feature

    Posted by Jennifer S. @ 12:06 pm June 3, 2010

    Just wanted to let everyone know we recently launched new functionality in Customer Manager that allows you to do more with your customer information. Easily export your data to create mailing labels, send emails to your customers, build a phone tree, and more. Check out the screen shot below for more details.

    Excel Export Feature

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  • 2 Comments

    • Michael Says: June 6th, 2010 at 11:35 am

      Can you explain to me how I can track jobs for customers?
      Many of my customers are builders. They are entered as a customer once. Each new home is a new job for the same customers. Each new job has new estimates, address, etc.
      How do I track this in Customer Manager Online? Should each job be entered as a customer? The problem with this is it would list the job as a customer in QB09 rather than a job for a customer.

    • Jennifer S. Says: June 8th, 2010 at 2:08 pm

      Hi Michael,
      Our customer support team will be in touch with you shortly to help.

      Thanks!

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