Congratulations to our sister team for launching QuickBooks 2010 today!
If you use Customer Manager Online, remember it syncs with the new version of QuickBooks (as well as with QuickBooks 2009).
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Archive for September 2009
- “I want to stop using Customer Manager 2.5 Desktop and ready to start using Customer Manager Online today.”
- “Customer Manager Online is not quite there yet, I need <fill in the blank>.”
Maintenance Monday
Monday, September 28th, 2009
Customer Manager Online will get a tune-up this Monday September 28th 10:00am - 12:00pm PST. Import from Outlook and Sync with QuickBooks may be unavailable during the maintenance, we apologize for the inconvenience.
Update: All set and ready to go!
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Customer appointments on the activity list
Wednesday, September 23rd, 2009
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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Invitation to participate in Mobile Beta
Wednesday, September 23rd, 2009
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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Attention Customer Manager Desktop Users – Answers to Some of Your Burning Questions
Thursday, September 17th, 2009
When will Customer Manager Online import data from Intuit’s Customer Manager 2.5 desktop program?
This is a common question from our beta testers. The answer… we don’t know exactly, but we’re absolutely working hard to make it happen. It’s our intent to 1) Make this worth the move for existing desktop users who want to switch and 2) Continue to honor our commitment to support the Customer Manager 2.5 desktop application for those who wish to continue using it.
Is this a replacement for Intuit’s Customer Manager 2.5 desktop program… why switch?
We are so excited about Customer Manager Online and we believe most of you will want to switch. Why? Because there is much more you can do in Customer Manager Online to get the hodge-podge of your customer information all in one place, help you save time, and stay productive in and out of the office.
Over time, many of you have shared your top requests. We’ve worked hard to address many of them AND dramatically improve the way the fundamental features work. For example, now QuickBooks sync offers automatic updates to Customer Manager Online. By that, we mean zero clicks to get the latest financial and contact information. Next, by virtue of being an online application, it’s easier to provide all your employees the convenience of getting to customer information anytime, anywhere. And last, you can help the office stay productive by working off one shared calendar and tasks view that helps to ensure everyone is on the same page.
So what’s the catch? What DON’T you have in Customer Manager Online?
Great question, there are going to be features in the desktop product that Customer Manager Online may not offer. Our goal in building a new program wasn’t to create the exact same product, but to focus on responding to top requested improvements and on the features that will provide the most value to you, our customers. Some of the new features you can look forward to in Customer Manager Online that you don’t have in desktop are: mobile access, highly collaborative tools such as shared calendar, shared tasks, notes and anytime anywhere access (just to mention a few).
So how long will this take, really?
Give us a bit of time to get the right level of feature parity so we can make this transition smooth… and we aren’t talking months and months here. If you have been with us for our last few releases you’ve seen us deliver a lot of great improvements, in a short amount of time. We’re pushing releases to you faster and more frequently than before.
We want to start bringing Customer Manager 2.5 businesses into Customer Manager Online when the product is ready for you and your needs. We value your business with Intuit products, and we want to ensure we can maintain the standard of excellence you’re used to, and do it even better.
How will I know when import from Customer Manager 2.5 desktop is available?
Check back on the blog for the latest updates and enhancements or send us an email and we’ll let you know when it’s ready… cmobeta@intuit.com
If you’re interested in moving from Customer Manager 2.5 to Customer Manager Online, let us know at cmobeta@intuit.com - and tell use how you feel:
In both cases be specific on what you want. Remember, letting us know is the best way to make it happen quickly!
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New Release: Improving Integration with QuickBooks
Wednesday, September 16th, 2009
I am happy to share that in our Monday release, we updated Customer Manager Online integration with QuickBooks to hide inactive QB contacts in Customer Manager Online.
For all the QuickBooks users out there, you are probably familiar with marking contacts inactive in QuickBooks, so they don’t appear in your customer, vendor, or employee lists. In Community posts, conversations with our team, and blog comments, you provided great feedback that you marked those contacts inactive for a reason - you don’t want to see them in QuickBooks - and you let us know you don’t want to see them in Customer Manager Online either.
You spoke, we listened! We updated QuickBooks-Customer Manager Online sync to not show inactive contacts in Customer Manager Online. Check out this improvement and the other updates we made and let us know what you think.
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Maintenance Monday
Friday, September 11th, 2009
Customer Manager Online will get a tune-up this Monday September 14th 5:00-11:00pm PST. The application may be unavailable during the maintenance, we apologize for the inconvenience.
We will post updates here on the blog, check back for more details on the changes going live on Monday. We can’t wait to hear what you think of the new features!
Tuesday 9/15 update: All set and ready to go!
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