QuickBooks Customer Manager

 

 

 

 

QuickBooks Customer Manager 2006/07 is the information and task management tool that will help you better serve your customers. It takes the pain out of tracking customer information in multiple systems because it consolidates all your client’s critical information in one place and displays it on one, simple screen.

When you click on a customer’s name a complete overview of the customer interactions instantly appears: emails, phone calls, contact information, correspondence, recent QuickBooks transactions, linked documents, notes, To Dos, project information, and related contacts (like referrals or family members).