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Local World IT - QuickBooks Customer Manager 2.5
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List Price: $79.95
Our Price: $68.99
Your Save: $ 10.96 ( 14% )
Availability: Usually ships in 24 hours
Manufacturer: Intuit
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Average Customer Rating:   
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Batteries Included: 0
Binding: CD-ROM
Brand: Intuit
EAN: 0028287015005
Feature: Organize what you need to know about any customer, all on one screen
Format: CD-ROM
Is Autographed: 0
Is Memorabilia: 0
Label: Intuit
Manufacturer: Intuit
Model: 298881
Platform: Windows XP
Publisher: Intuit
Release Date: 2007-03-07
Studio: Intuit
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Features
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Organize what you need to know about any customer, all on one screen
Pulls latest customer information from QuickBooks, Outlook or Outlook Express; keeps information uniform and up to date
Communicate with customers efficiently; send personalized e-mails or letters and create new mailing labels
Manage project quickly and easily; view appointments, e-mails, letters, faxes, spreadsheets, and more on one screen
Simple to learn and use; set-up wizards get you up and running in 30 minutes
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Editorial Reviews:
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Customer Manager helps small businesses deliver the right level of service, with less stress. Find customer details fast, provide great service to your customers -- and do it all simply.
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Spotlight customer reviews:
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Customer Rating:
Summary: What a time consuming mess
Comment: We are a small business and purchased 4 licenses. I was aware that Customer Manager wasn't a true multi-user application like QuickBooks, but I never imagined it could be so time consuming and virtually impossible to get the data synced correctly with QuickBooks.
We wanted to use Customer manager to track conversations etc. with our regular customers in addition to keep leads (prospective customers). Instead of simplifying customer management, it created more of a headache because we managed to create multiple records while trying to sync with Quick Books. It's at the point where we have invested so much time trying to clean up records, etc. I'm not sure if we want to dump it entirely. However, hopefully I can convince others to save their time and their money.
Don't buy this product.
Intuit-- Are you just trying to sell an add on? Come on. This is terrible. The features that people are looking for when they consider purchasing Customer Manager should be included in QuickBooks. We know you can make a quality product. Customer Manager is terrible.
Customer Rating:
Summary: Almost a 5 star product.
Comment: Customer manager is great for organizing your clients. Like it cause you can create notes and history files about each client, schedules, has a calender built in, syncs great with Quickbooks Pro. The merge contact features is also helpful. Managing client data couldn't be easier. Only draw back is we would like it to start up faster or have a smaller footprint on the system. So we could quickly add something without the whole program starting up. Maybe its wishful thinking. Overall a great product.
Customer Rating:
Summary: Found a fix for the slooooowness and crashes
Comment: This program is very basic (limited reporting functionality, can't delete or change more than 1 record at a time, etc), but it's simplicity is a positive thing for me since I can fly through sales calls, record them and set times for new ones quicker than with Outlook. The central location of customer information and history of activity is straight forward and helpful.
I liked this program until it started to stall for up to 2 minutes when I opened it, and then would periodically freeze for no reason (at least, a reason unknown to me). It also made Outlook run painfully slow. Ok - to the point - I believe I have fixed that problem on my computer. After the fix described below, our Sales Manager and I haven't had any more of these problems. And now I love the program. So here is what I did:
I separated the database files from the program files and stored them in the following locations:
I installed the program as normal on my C drive (I wasn't successful using other partitioned drives) in this location:
C:\Program Files\Intuit\QuickBooks Customer Manager
I then moved the database files to the following location:
C:\Documents and Settings\joesmith\Local Settings\Application Data\Intuit\QuickBooks Customer Manager\2.5
So inside my 2.5 folder, the database files I move consisted of:
The Backup folder (I believe this will be created once you use Customer Manager the first time, and it will get created in the folder where you database is stored)
The Templates folder
The database file(this has the file extension .qcm).
If you can't find the .qcm database file, you may have to run Customer Manager first to create one.
I'm on Windows XP.
(Just a note for anyone who needs it: the "joesmith" part of of the path above will be different for you - it will be whatever the title is for that user's folder)
I hope this solution may work for some others.
Customer Rating:
Summary: Doesn't Work
Comment: Bought the product, installed the product,the program will not load. Called customer service, they said they don't know what's wrong, but would research the problem and call me back. That was two weeks ago. NO word from them. The product may work fine in most computers, but their customer service is not.
Customer Rating:
Summary: Shockingly Bad-Stay Away
Comment: I spent several years with the predecessor to this program only to have my database totally corrupted with no fix. Even when it works, it is painfully slow and crashes frequently. I tried the new version since I now have Vista. It is no better. Although it promises to work with Outlook, it apparently doesn't work with Microsoft Outlook Exchange. Every time I try to sync it just crashes. There is no customer support unless you are willing to pay their ridiculous prices. I've got seven years of data in there but I am ready to abandon it and re-enter the data in another program. Stay away. Intuit should be ashamed of themselves.
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