• Articles by Sadie

    Customer Manager for Mobile: Keep Me Signed In

    Thursday, May 6th, 2010

    cmm_icon_bb_150x1361Our Customer Manager for Mobile users have been managing their customers wherever and whenever they are: from the tennis court, while waiting in-line at Starbucks, and even while in queue at the DMV. We realize that quick and convenient access to your customer information is important for managing your business, and we’re excited to announce Customer Manager for mobile’s newest feature: Keep Me Signed In.

    What is “Keep Me Signed In?”

    Simply check the “Keep Me Signed In” box on your Customer Manager for Mobile’s home screen and you’ll never have to worry about entering your credentials ever again! No need to remember your PIN, and no need to re-enter your information every time you launch the app. Access to your customer information is faster and more convenient than ever.

    Can I turn off “Keep Me Signed In” if I lose my phone or if I want additional security?

    Yes. There are several ways to turn off this feature after you’ve checked the box at sign-in. Simply click “Go Mobile” in the Resources box then “Activate Now,” and you will be taken to your personalized mobile management page. From here you can change your PIN, deactivate your phone and put your phone on hold. Changing your PIN or putting the phone on hold will disable the “Keep Me Signed In” feature.

    I’d like more information about this feature.

    We love talking with our customers, especially about great new features like this one. Please feel free to send us an email support@customermanager.com or call 1-800-878-9569 9am-5pm PST.

    Thanks for using Customer Manager for Mobile, and we’re looking forward to delivering more great updates soon.

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    • Go Mobile!

    Wednesday, April 21st, 2010

    Check out how our customers are using Customer Manager for Mobile for their businesses.

    Watch the Video

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    Posted in Mobile | 8 Comments

    Print from Customer Manager

    Monday, April 19th, 2010

    Great news! The ability to print from Customer Manager has arrived.

    Whether you’re printing a calendar to post on the wall…

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    …or a customer’s  information to have on-hand…

    print-customer2

    …you can now put your Customer Manager information and insights down on paper!

    This is another feature made possible by the great feedback our customers have given us. Thank you for your suggestions and please feel free to contact us with any questions or additional feedback you may have.

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    Posted in Announcements, Features | 1 Comment

    Can’t view your contact’s financial transactions?

    Thursday, April 1st, 2010

    Hi there,

    It looks as though we’re having a temporary problem with viewing financial transactions in Customer Manager. If you are not your account’s admin user, you currently cannot view financial data in your contact’s activity list (see below). We appreciate your patience and understanding as we work to fix this problem as quickly as possible.

    Thank you,

    The Customer Manager Team

    Update: This issue has been resolved - to see the fix in Customer Manager, follow these 3 simple steps:

    1. Have your account administrator log in to Customer Manager
    2. Wait 10 minutes while the account updates
    3. Next time non-administrative users log in they will see Financial Transactions (estimates, invoices, payments) in customer contact records.

    If you need additional assistance, please contact Support for Customer Manager at 1-800-878-9569 (Monday to Friday, 8 am - 5 pm PST).

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    Customer Manager for Mobile: Now available on the Blackberry Curve™ 8900 and Tour™ series!

    Monday, March 8th, 2010

    cmm_icon_bb_150x1361Exciting News!
    Customer Manager for Mobile is now available on the Blackberry CurveTM 8900 series and the Blackberry TourTM!

    Manage your customers on-the-go!
    Anytime, anywhere access to your customer information has never been easier. View and add customers, vendors and prospects right from your phone - give them a call or e-mail directly from the app - view their open and outstanding balances - and much more!

    How do you like it?
    Want to see more compatible devices or more features in the app? Let us know!

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    Posted in Announcements, Features | 4 Comments

    Performance Improvements

    Monday, February 8th, 2010

    customer-manager-icon2

    Did you see our email? If you haven’t, we wanted to let you know that we heard your feedback and have been hard at work making key improvements to Customer Manager’s performance.

    If you’ve used Customer Manager lately, you may have noticed that the application was running slower than usual. We realize this must have been extremely frustrating, and we apologize for that. We appreciate you sticking with us while we work things out!

    And here’s the good news… we’ve put a number of fixes into the application to improve the performance. These changes should put you back on the path to productivity, enabling you to spend less time agonizing in front of the computer, and more time with your customers.

    Log in to see for yourself! You’ll discover that your most common workflows have gotten 2 - 3 times faster. We hope these enhancements have restored your confidence in Customer Manager. If they haven’t, we’ll have to try something else. Do you like Italian food?

    Thanks again for your patience and support. Let us know how we’re doing by leaving a comment below.

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    Posted in Announcements, Features, Feedback & Support | 2 Comments

    Customer Manager for Mobile Version 1.1 is here!

    Monday, February 8th, 2010

    cmm_icon_bb_150x1361If you haven’t opened Customer Manager for Mobile lately, it’s time to log-in and check out the latest updates. Thanks to the great conversations with customers like you, we were able to add the following:

    View and Add Prospects…on-the-go!
    Never let a prospective customer or sales lead slip through the cracks. Forget fumbling around for pen and paper, and impress your future client by entering their information into your Customer Manager database, directly from your phone!

    Goodbye pesky bugs!
    Thanks to your great feedback , we have identified and fixed those pesky bugs in Version 1.0.

    Need for Speed
    You’ve told us that speed is crucial when you access your customer, vendor and prospect information on-the-go. This new version of Customer Manager for Mobile is our fastest version yet!

    How do you like it?
    If you would like to see something added to Customer Manager for Mobile or have any feedback on how we can help your business to grow, please feel free to e-mail us at anytime at support@customermanager.com.

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    Posted in Announcements, Features | 4 Comments

    Maintenance Monday

    Friday, January 29th, 2010

    The Sync Team has a maintenance scheduled this Monday February 1st 10:00-11:30pm PST.

    Customer Manager will still be available, however sync with QuickBooks may be unavailable during this time. You may receive an error that the server cannot be contacted - this is a normal and Sync Manager will retry and auto-correct once the maintenance is complete.

    We apologize for any inconvenience. We will post updates here on the blog, check back for more details!

    Update: The maintenance has been moved to this evening (Thursday February 4th) starting at 7:00pm PST.

    Update: The maintenance was completed without incident.

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    Posted in Announcements | 1 Comment

    New Feature: Track prospective customers

    Monday, January 25th, 2010

    cm01mg_icon_prospectQuickly add and keep track of prospective customers so you never lose a sale! You let us know that you wanted  the ability to track prospective customers (aka leads) in Customer Manager.  And we are  delighted to announce the Prospects feature has been added to Customer Manager in our latest release!

    To learn more about what you wanted, we asked you how you handle prospective customers in your businesses and what was important for this feature.  Based on your great feedback, here are some highlights of the new feature:

    • Track Prospects separately from Customers - one customer said that when she has a free moment, she wants to pull up a list of potential customers and contact them. Check!
      • Use the Prospect filter in the Groups tab to get an overview of prospective customers.
    • Sync Prospects with QuickBooks - so you can write up estimates in QuickBooks for prospective customers. Check!
      • Use the “Sync with QuickBooks” link on a prospect’s Contact View
      • Note: QuickBooks doesn’t have a role called “prospect”, so when you sync with QuickBooks, your prospect will show up as a customer in QuickBooks. Don’t worry, they’ll still be a prospect in Customer Manager until you take action to convert them to customer.
    • Convert Prospects to Customers - once you have worked your magic and a prospect turns into a customer, you want to track them as a customer. Check!
      • Use the “Convert to Customer” link on a prospect’s Contact View
    • Track custom information for Prospects  - and when you convert to Customers, you don’t want to lose that key information.  Check!
      • Prospects use the same custom fields as customers, so when you convert a prospect to a customer, all the custom field information is carried over.

    To learn more about this feature, check out the assistance topics in our help system.  The Help System is also available inside Customer Manager (when you’re signed in –> go to the Help Menu in the top right hand corner –> choose the Help item in the drop down menu –> search for “Prospect” to access all assistance topics on Prospects.)

    Feedback is a gift, leave us a comment to let us know what you think of Prospects and what you’d like to see next!

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    Posted in Announcements, Features | 8 Comments

    Coming Soon: View and Add Prospects from your Phone!

    Monday, January 25th, 2010

    You asked and we listened!

    We’re excited to announce that you will soon be able to view and add prospects to your Customer Manager account through your Customer Manager for Mobile application!

    Run into a prospective customer while away from the office?

    Save the effort of writing down customer contact information only to have to re-enter it into your computer when you return to the office. Impress your future client by adding them to your database from your mobile device. All the information you collect from the prospect is instantly added to your existing Customer Manager contact list, accessible from your phone and computer at anytime.

    With Customer Manager for Mobile, your phone becomes the perfect tool to grow your business.

    We love talking to Customers.

    We’re developing this feature as a result of  the great conversations and feedback we have gotten from our customers. A big thank you for all your input and please continue to tell us how we can help your business to succeed.

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