Customer Manager Blog http://www.customermanager.com/blog Wed, 14 Jul 2010 21:57:51 +0000 http://wordpress.org/?v=2.7.1 en hourly 1 Service Interruption Resolved http://www.customermanager.com/blog/1031/service-interruption/ http://www.customermanager.com/blog/1031/service-interruption/#comments Wed, 14 Jul 2010 19:22:18 +0000 Jennifer C http://www.customermanager.com/blog/?p=1031 Update 2:56pmPST: We have resolved the service issues and Customer Manager is now up. We apologize for the unscheduled downtime.

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.

]]> http://www.customermanager.com/blog/1031/service-interruption/feed/ Scheduled Maintenance: 7/10 from 9pm to 12am PDT http://www.customermanager.com/blog/1018/scheduled-maintenance/ http://www.customermanager.com/blog/1018/scheduled-maintenance/#comments Sat, 10 Jul 2010 01:05:37 +0000 Jennifer S. http://www.customermanager.com/blog/?p=1018

We’ll be conducting scheduled maintenance on Saturday, July 10, from 9pm to 12am PDT. You will be unable to sign in and use Customer Manager during this time.

We apologize in advance for any inconvenience this has caused.


Thanks,

The Customer Manager Team

]]> http://www.customermanager.com/blog/1018/scheduled-maintenance/feed/ New Feature: change a contact’s role http://www.customermanager.com/blog/1004/new-feature-change-a-contacts-role/ http://www.customermanager.com/blog/1004/new-feature-change-a-contacts-role/#comments Thu, 24 Jun 2010 00:08:24 +0000 Lindsay http://www.customermanager.com/blog/?p=1004 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.

]]> http://www.customermanager.com/blog/1004/new-feature-change-a-contacts-role/feed/ Thank You http://www.customermanager.com/blog/999/thank-you/ http://www.customermanager.com/blog/999/thank-you/#comments Wed, 23 Jun 2010 03:37:17 +0000 Jennifer S. http://www.customermanager.com/blog/?p=999 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.

]]> http://www.customermanager.com/blog/999/thank-you/feed/ New Feature: Daily Update Email http://www.customermanager.com/blog/969/new-feature-daily-update-email/ http://www.customermanager.com/blog/969/new-feature-daily-update-email/#comments Mon, 21 Jun 2010 21:47:31 +0000 Lindsay http://www.customermanager.com/blog/?p=969 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!

]]> http://www.customermanager.com/blog/969/new-feature-daily-update-email/feed/ Service Restored http://www.customermanager.com/blog/952/customer-manager-is-experiencing-technical-difficulties/ http://www.customermanager.com/blog/952/customer-manager-is-experiencing-technical-difficulties/#comments Wed, 16 Jun 2010 03:55:22 +0000 Jennifer C http://www.customermanager.com/blog/?p=952 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.

]]> http://www.customermanager.com/blog/952/customer-manager-is-experiencing-technical-difficulties/feed/ New! Excel® Export Feature http://www.customermanager.com/blog/942/new-excel%c2%ae-export-feature/ http://www.customermanager.com/blog/942/new-excel%c2%ae-export-feature/#comments Thu, 03 Jun 2010 19:06:31 +0000 Jennifer S. http://www.customermanager.com/blog/?p=942 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

]]> http://www.customermanager.com/blog/942/new-excel%c2%ae-export-feature/feed/ Customer Manager for Mobile: Keep Me Signed In http://www.customermanager.com/blog/903/customer-manager-for-mobile-keep-me-signed-in/ http://www.customermanager.com/blog/903/customer-manager-for-mobile-keep-me-signed-in/#comments Thu, 06 May 2010 16:14:50 +0000 Sadie http://www.customermanager.com/blog/?p=903 cmm_icon_bb_150x1361Our Customer Manager for Mobile users have been managing their customers wherever and whenever they are: from the tennis court, while waiting in-line at Starbucks, and even while in queue at the DMV. We realize that quick and convenient access to your customer information is important for managing your business, and we’re excited to announce Customer Manager for mobile’s newest feature: Keep Me Signed In.

What is “Keep Me Signed In?”

Simply check the “Keep Me Signed In” box on your Customer Manager for Mobile’s home screen and you’ll never have to worry about entering your credentials ever again! No need to remember your PIN, and no need to re-enter your information every time you launch the app. Access to your customer information is faster and more convenient than ever.

Can I turn off “Keep Me Signed In” if I lose my phone or if I want additional security?

Yes. There are several ways to turn off this feature after you’ve checked the box at sign-in. Simply click “Go Mobile” in the Resources box then “Activate Now,” and you will be taken to your personalized mobile management page. From here you can change your PIN, deactivate your phone and put your phone on hold. Changing your PIN or putting the phone on hold will disable the “Keep Me Signed In” feature.

I’d like more information about this feature.

We love talking with our customers, especially about great new features like this one. Please feel free to send us an email support@customermanager.com or call 1-800-878-9569 9am-5pm PST.

Thanks for using Customer Manager for Mobile, and we’re looking forward to delivering more great updates soon.

]]> http://www.customermanager.com/blog/903/customer-manager-for-mobile-keep-me-signed-in/feed/ Go Mobile! http://www.customermanager.com/blog/877/go-mobile/ http://www.customermanager.com/blog/877/go-mobile/#comments Wed, 21 Apr 2010 16:45:52 +0000 Sadie http://www.customermanager.com/blog/?p=877 Check out how our customers are using Customer Manager for Mobile for their businesses.

Watch the Video

]]> http://www.customermanager.com/blog/877/go-mobile/feed/ Print from Customer Manager http://www.customermanager.com/blog/837/print-from-customer-manager/ http://www.customermanager.com/blog/837/print-from-customer-manager/#comments Mon, 19 Apr 2010 23:20:51 +0000 Sadie http://www.customermanager.com/blog/?p=837 Great news! The ability to print from Customer Manager has arrived.

Whether you’re printing a calendar to post on the wall…

print1

…or a customer’s  information to have on-hand…

print-customer2

…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.

]]> http://www.customermanager.com/blog/837/print-from-customer-manager/feed/