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Serving Customers Made Simple!



QuickBooks Customer Manager 2.5 is the easiest way to provide your customers with great service. It consolidates key customer information from applications such as QuickBooks, Microsoft Outlook and Outlook Express in one place and on one screen. Allthe information you need to service your customers isnow at your fingertips.

Consolidate Key Customer Information
With QuickBooks Customer Manager 2.5, all the information you need to keep closetabs on your customers are at your fingertips. Whether it's the name and contactinformation you keep in Outlook or Outlook Express, the appointments you trackin Outlook, or the financials such as invoices and balances that you trackthrough QuickBooks, it can all be merged into one easy-to-access location. Andwith advance customization features, Customer Manager lets you determine theexact information you want synchronized. In other words, it's you're in completecontrol.

To view a particular customer's QuickBooks financials, you can click on anyQuickBooks item in the Recent History pane to jump to QuickBooks to see theactual transaction, whether it's an invoice, payment record, purchase order orcheck. You can also link directly to your customer's QuickBooks QuickReport. Ifyou use Outlook to manage your calendar, simple click "NewAppointment" and Customer Manager will launch Outlook and open anappointment window. You can then create an appointment that will appear in bothOutlook and Customer Manager. (If you don't use Outlook, you can use thecalendar built-in to Customer Manager to keep track of your appointments. It'seasy-to-use and looks similar to a spiral-bound calendar you may keep on yourdesk.) And finally, the Name Record screen is the nerve center of CustomerManager and summariz