Update 7:00pmPST: We have resolved the service issues and Customer Manager is now up. We apologize for the unscheduled downtime.
We’re currently experiencing a service outage which is affecting Customer Manager. We are working to resolve the issue as soon as possible. We do apologize for any inconvenience this has caused and promise to have you back up and running as soon as possible. Thanks for your patience.
The Customer Manager Team
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As part of our latest release, we’ve introduced the ability to change a contact’s role!
What does this mean?
It means that you now have the ability to change a contact’s role (e.g., employee, vendor, prospect) to any other role.
For those using Quickbooks, this feature will only be available for contacts that are not currently synced with Quickbooks. To edit the role of a contact that is synced, you’ll need to make the change in your Quickbooks.
Where can I find this?
If you click on any contact and select edit in the upper right on the screen, you will see a dropdown box under the Name field where you can modify the contact’s role.
Enjoy! And, as always, we welcome your feedback around this new feature.
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We’re excited to announce that we’ve added a new feature to Customer Manager … daily updates!
Now you can receive a daily email with key information about your business so you can stay up-to-date on what your business is doing – without needing to sign into Customer Manager right away.
The daily updates highlight:
· Overdue tasks
· Tasks due that day
· Appointments for that day
Want to subscribe to daily updates for your business? Log into Customer Manager, and in the options menu in the upper right, select the Email Update tab.
We’d love to hear your feedback, so please let us know what you think of this new feature and what you’d like to see next!
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