• Archive for July 2009

    There IS such a thing as FREE Beta

    Tuesday, July 28th, 2009

    Still wondering if you should try Customer Manager Online Beta? We’d like to help make that decision a little bit easier. Lately, we’ve noticed a lot of questions and interest on our Community Forum around what we’re going to charge for Customer Manager after the Beta period is over.

    First, we want to reassure you that our Beta is completely FREE….yes, we really mean FREE! Once you’ve signed up for the Beta, you can use Customer Manager Online as often and as much as you like. We won’t interrupt your service or expect anything more from you besides the occasional request for feedback on a feature or part of the service we are working on.  Really, it’s that simple. No catch.

    As with all Intuit products and services, our team is dedicated to solving complex business problems with easy, simple and affordable solutions. While we haven’t yet landed on a specific pricing plan, what we can tell you is that our first pricing plan for Customer Manager Online won’t cost any more than it does to take your team out for a coffee once a month. So if your office has a budget for coffee, you already have the budget for us!

    What’s more, when you transition from Beta to Paid, there will be no change in how you use the service, that means all of your information and your settings that you use today, will continue as normal. We are working hard to ensure the transition is as smooth as possible.

    So, if you haven’t already, try Customer Manager Online today. Its Free for now, and within your coffee budget after Beta. What have you got to lose?

    Cheers,

    Nazima

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    Posted in Feedback & Support, Pricing | 9 Comments

    • Latest updates to the Calendar

    Wednesday, July 15th, 2009

    We are very excited to share that Customer Manager Online beta just got a little better this afternoon. Our latest update includes updates to the Calendar - an area of the application that we’ve gotten some excellent feedback on!

    calendar_weekview2

    Here’s a sample of the changes we’ve made to Calendar:

    Design of the calendar
    • You said: “Please add the days of the week to the calendar headings in Month view” and “It would help if in the weekly view the date at the top is fully readable.”
    • Update: A refreshed design to make it easier to navigate and see key pieces of calendar information (date, day of the week).

    Drag and drop appointments
    • You said: “It sure makes it nice to be able to go to the calendar and just drag and drop the appointments from one day to another day instead of having to edit each appointment from the detail screen”
    • Update: You can now drag and drop appointments!

    All Day Appointments
    • You said: “Please add the following when creating calendar appointments: Full day option” and “Drag and drop current appointments to reschedule
    • Update: You can now click a checkbox to get an all day appointment - and the all day appointments appear as a ribbon on the calendar, so you can easily tell when you have an all day appointment

    List All
    • You said: “Search is useful in calendar since the appointments can span more than a screen; but it only works if you are in the week in question. If you can’t remember WHEN the appointment is (i.e., June or July) seach won’t presently help. Perhaps a “find next/find all” feature?”
    • Update: In addition to Month, Week and Day View, you can now list all of your appointments

    And more!
    • See you can find the additional updates - I’ll give you a hint: Check out the left hand side of the Calendar screen - two design updates make it easy for you to find appointments!

    What do you think? What is your favorite part of the new calendar?  Are there additional features that you’d like to see?  Let us know.

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    Posted in Announcements, Features | Add a Comment

    Financial Information from QuickBooks

    Friday, July 10th, 2009

    You may have noticed a new feature recently added to Customer Manager Online - Past Due Balance.  Past Due joins Open Balance and Total Revenue in the QuickBooks Snapshot, for customers who set up sync with QuickBooks 2009.

    QuickBooks Snapshot

    QuickBooks Snapshot

    These three key financial indicators give quick insight into customers’ financial standing, so you can provide better service to customers.  In conversations with Customer Manager Online users the QuickBooks snapshot has been a hit.  Here’s what I’ve heard:

    • With Total Revenue, users can tell who their best customers are and can reward them. To try this in Customer Manager Online, simply go to your contact list, filter the list by customers, and sort the Total Revenue column.  You can quickly see your top customers!
    • With Past Due, users can quickly see customers overdue on a payment and can contact those customers. To try this, go to your contact list, filter by customers, and sort the Past Due Balance column.
    • With Open Balance, you can easily find customers that owe you money (but who aren’t overdue). To try this, go to your contact list, filter by customers, and sort by the Open Balance column.

    How are you using the QuickBooks Snapshot feature in Customer Manager Online?  Is this useful for your business?

    Quick tips:

    • To filter your list to only show customers, go to the contact list, then, under Contact Type on the left hand side, click Customer.
    • To sort your list, click the column header of the column you want to sort by
    • To show or hide columns from the contact list, change the view by clicking the Show/Hide Columns button in the upper right of the list
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    Posted in Features | 2 Comments