Great news! The ability to print from Customer Manager has arrived.
Whether you’re printing a calendar to post on the wall…
…or a customer’s information to have on-hand…
…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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Exciting 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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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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If 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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Quickly 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:
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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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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Dear Customer Manager iPhone Users,
We’re excited to share that Customer Manager for Mobile is now available on your iPhone! You asked for it and we heard you! The iPhoneTM joins the Blackberry CurveTM series as the second line of devices which carry Customer Manager for Mobile application2. We’ve combined all the beauty of the iPhone’s interface with the strong functionality of the Customer Manager for Mobile application to bring you the perfect tool for managing your customers when you’re away from your computer!
Off-site shouldn’t mean out of reach! Customer Manager for Mobile lets you access key details when you’re visiting a customer or simply out of the office. Search for contact information, see open and past due balances for your QuickBooks® customers3, add and view notes, or see a map of a customer’s address1.
“How do I get the app on my iPhone?” If you already attempted to register with your iPhone, all you have to do is click here and you will be directed to iTunes® to download the free application.
If you have not created a mobile account yet, simply visit Intuit Customer Manager, log into your account and click the “Go Mobile” link under “Resources” on the right side of the page. By clicking the gold “Activate Now” icon, you will be guided through the rest of the process.
Thank You! We’d like to give a huge “Thank You” for all your patience and enthusiasm as the Customer Manager Mobile application was being developed for your iPhone, and we are excited to receive any feedback on how we can improve the application to better help your business grow!
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We are starting to promote our upcoming features for Customer Manager. Check them out here. We will keep this section of our site up to date.
Our team is 100% dedicated to getting new features and functionality to our customers as quickly as possible. It is an amazing feeling to be able to share updates about features we know you need and want. Keep telling us what’s important, give us the feedback. It makes it easier for us to deliver for you!
Want to know if Customer Manager is right for your business… contact our Support agents.
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In our release last Monday, Customer Manager Online added a number of enhancements, including Appointments on the Activity List! Now, in addition to reviewing open and closed tasks on the Activity List, you can view your past and future customer appointments.
To show you what this looks like, let’s say I set up an appointment with a customer, Kristy Abercrombie. I create a calendar appointment, add Kristy in the Customer drop-down, and add any additional detail for the appointment. I save the appointment and voila, it appears on the Calendar.
When I go back to Kristy’s Contact View, I see the appointment in Kristy’s activity list - alongside other tasks and appointments I had previously set up. Pretty cool, huh?
Now, what if I want to change the appointment time? From the Contact View, simply double click the appointment to edit the appointment in the Calendar View.
Just another feature to save you time and reduce the number of places you rely on for answers. What do you think?
Wondering what’s next? We’ll be adding appointments to the Vendor and Employee Activity Lists!
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Are you currently using Customer Manager Online? The team is getting ready to launch a mobile version and we’d love to hear your feedback first. You are invited to test drive Customer Manager Mobile Beta!
As a Beta participant, you will be asked to complete a series of activities over a few weeks using the Mobile Beta and give us feedback on your experience. After signing up for the Mobile Beta, you will be contacted with details about the program. If you complete ALL of the feedback activities over the course of 2-3 weeks, you’ll be eligible to win a $100 gift certificate! To sign up, simply complete this survey for the mobile beta.
We look forward to having you join the program and hearing your feedback!
Sincerely,
The Customer Manager Online Team
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