• Archive for April 2010

    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…

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    …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

    Currently experiencing server issues with syncing data

    Friday, April 16th, 2010

    We’re currently experiencing unexpected technical difficulties in sending customer information updates from QuickBooks application on your desktop to Customer Manager. We are working to resolve the issue as soon as possible . All data will be updated properly once the problem is resolved.

    We do apologize for any inconvenience this has caused and promise to have you back up and running just as soon as possible.  Thanks for your patience.


    Update: This issue has been resolved. If you are still experiencing issues with syncing data, please contact Support for Customer Manager at 1-800-878-9569 (Monday to Friday, 8 am - 5 pm PST).

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    Posted in Announcements | 4 Comments

    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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