• Archive for June 2010

    New Feature: change a contact’s role

    Wednesday, June 23rd, 2010

    As part of our latest release, we’ve introduced the ability to change a contact’s role!

     

    What does this mean?

     It means that you now have the ability to change a contact’s role (e.g., employee, vendor, prospect) to any other role.

     

    For those using Quickbooks, this feature will only be available for contacts that are not currently synced with Quickbooks. To edit the role of a contact that is synced, you’ll need to make the change in your Quickbooks.

     

    Where can I find this?

    If you click on any contact and select edit in the upper right on the screen, you will see a dropdown box under the Name field where you can modify the contact’s role.

     

     Enjoy! And, as always, we welcome your feedback around this new feature.

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    • Thank You

    Tuesday, June 22nd, 2010

    Dear Customer Manager customers,

    We’d like to extend our gratitude to you for sticking with us while Intuit worked hard to resolve our service outages.  We recognize how frustrating it must have been to not have access to your data and want to thank you for your patience and support during this time.

    Not sure if you saw this, but wanted to pass along the link to a letter from our CEO Brad Smith expressing his sincerest apologies for all the service interruptions.

    http://community.intuit.com/letter-from-ceo-brad-smith

    Thanks again for your continued support.

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    New Feature: Daily Update Email

    Monday, June 21st, 2010

    We’re excited to announce that we’ve added a new feature to Customer Manager … daily updates!

     

    Now you can receive a daily email with key information about your business so you can stay up-to-date on what your business is doing – without needing to sign into Customer Manager right away.

     

    The daily updates highlight:

    ·         Overdue tasks

    ·         Tasks due that day

    ·         Appointments for that day 

     

     

    Want to subscribe to daily updates for your business? Log into Customer Manager, and in the options menu in the upper right, select the Email Update tab.

      

    email-update-_-v21

     

     We’d love to hear your feedback, so please let us know what you think of this new feature and what you’d like to see next!

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    Service Restored

    Tuesday, June 15th, 2010

    We’re currently experiencing a service outage which is affecting Customer Manager. We are working to resolve the issue as soon as possible. We do apologize for any inconvenience this has caused and promise to have you back up and running as soon as possible. Thanks for your patience.

    Update as of 10:20amPST: Intuit continues working to restore full service to a number of websites and applications, including Customer Manager, that became unavailable at about 7pm Tuesday, Pacific time. Our first priority is to give customers full and complete access to our services and their data as soon as possible.  We are also investigating the cause of the problem and will take measures to prevent a recurrence.  We appreciate our customers’ patience.

    Update as of 11:30amPST: Partial connectivity has been restored, some services are being brought online, and we will restore full functionality of Customer Manager as soon as possible. Please contact Support at 1 (800) 878-9569 from 8am to 5pm PST if you have any questions.

    Update as of 8:55pm PST: Customer Manager is back online, functionality has been restored, we sincerely apologize for this outage and appreciate your patience. If you are experiencing any difficulties with your application, please contact Support at 1 (800) 878-9569 between 8am and 5pmPST.

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    New! Excel® Export Feature

    Thursday, June 3rd, 2010

    Just wanted to let everyone know we recently launched new functionality in Customer Manager that allows you to do more with your customer information. Easily export your data to create mailing labels, send emails to your customers, build a phone tree, and more. Check out the screen shot below for more details.

    Excel Export Feature

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