• Archive for January 2010

    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 | 7 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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    Sync Issue This Morning

    Saturday, January 9th, 2010

    This morning at around 6:40am PST, an issue with sync was reported.  The sync team quickly responded with an investigation and the issue was fixed by 10:40am PST. During this time period, any scheduled syncs were queued up until the sync issue was resolved - at which point all queued syncs were processed.

    We place a priority on being there for you and your business, so you can rely on Customer Manager to run your business.  We are sorry for any inconvenience.  If you have any questions about your sync, please feel free to submit a help request to have a member of the team assist you.

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    Posted in Announcements | 2 Comments

    Maintenance Tuesday

    Monday, January 4th, 2010

    Happy New Year from the Customer Manager Team! We’ve been working hard to add new features and fix bugs so you can better track all your customer information in one place in Customer Manager .

    The Customer Manager application will get a tune-up this Tuesday January 5th starting at 6:00pm PST.  Sync with QuickBooks may be unavailable during the release, we apologize for any inconvenience.

    We will post updates here in the blog, check back for more details!

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