Customer Manager Blog

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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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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Exciting News!
Customer Manager for Mobile is now available on the Blackberry Curve^TM 8900 series and the Blackberry Tour^TM!

Manage your customers on-the-go!
Anytime, anywhere access to your customer information has never been easier. View and add customers, vendors and prospects right from your phone - give them a call or e-mail directly from the app - view their open and outstanding balances - and much more!

How do you like it?
Want to see more compatible devices or more features in the app? Let us know!

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Hello - Just wanted to let you know that we’ve opened up the lines of communication… literally. We’ve recently added a new phone number for you to ask questions and get the help you need directly from a live support agent.

We recognize some issues require a little extra TLC. Thankfully, we’ve got customer support reps lined up to give you just that. We are here to serve you.

We cannot know what we don’t know. Please enlighten us by calling 1(800) 878-9569. Even if it’s a crank call, we still want to hear from you. Our customer support reps are available Monday to Friday, from 8 am - 5 pm PDT, to talk.

Your support of our support (team) and Customer Manager is much appreciated.

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Hi there,

Just wanted to check in and make sure you received the survey we recently sent. You might not have recognized it was coming from us as it was sent from a 3rd party (Decipher Incorporated) who was distributing the survey on our behalf. Rest assured though, it came from us.

The reason for the survey? We really need your feedback to help us hone in on where Customer Manager is hitting (and missing) the mark. We wanna know everything — what you like, dislike, what puts you to sleep, etc. And if you don’t speak your mind, how can we ever make Customer Manager work better for you?

So please, do us a huge favor by looking in your Inbox (search the “From:” line for “Decipher Incorporated”) and filling out the survey.

Thanks in advance for your participation. We appreciate your feedback.

The Customer Manager Team

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Did you see our email? If you haven’t, we wanted to let you know that we heard your feedback and have been hard at work making key improvements to Customer Manager’s performance.

If you’ve used Customer Manager lately, you may have noticed that the application was running slower than usual. We realize this must have been extremely frustrating, and we apologize for that. We appreciate you sticking with us while we work things out!

And here’s the good news… we’ve put a number of fixes into the application to improve the performance. These changes should put you back on the path to productivity, enabling you to spend less time agonizing in front of the computer, and more time with your customers.

Log in to see for yourself! You’ll discover that your most common workflows have gotten 2 - 3 times faster. We hope these enhancements have restored your confidence in Customer Manager. If they haven’t, we’ll have to try something else. Do you like Italian food?

Thanks again for your patience and support. Let us know how we’re doing by leaving a comment below.

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If you haven’t opened Customer Manager for Mobile lately, it’s time to log-in and check out the latest updates. Thanks to the great conversations with customers like you, we were able to add the following:

View and Add Prospects…on-the-go!
Never let a prospective customer or sales lead slip through the cracks. Forget fumbling around for pen and paper, and impress your future client by entering their information into your Customer Manager database, directly from your phone!

Goodbye pesky bugs!
Thanks to your great feedback , we have identified and fixed those pesky bugs in Version 1.0.

Need for Speed
You’ve told us that speed is crucial when you access your customer, vendor and prospect information on-the-go. This new version of Customer Manager for Mobile is our fastest version yet!

How do you like it?
If you would like to see something added to Customer Manager for Mobile or have any feedback on how we can help your business to grow, please feel free to e-mail us at anytime at support@customermanager.com.

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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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Quickly 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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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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