QuickBooks Customer Manager 2.5 Review
I have used, or should say TRIED to use, this product though version 1.x, 2.x and now 2.5. When it works it is very useful. My trial of version 2.5 went very well so I purchased the upgrade. The day my purchased version was on the UPS truck I moved the balance of my customer data into the trial version. I went to look at the “Names” tab and had a big red “X” across the screen. Several calls to tech support later I found that the computer screen font resolution – actually the “DPI” setting **MUST** be 96 DPI or the software will corrupt the database. I have a high end notebook with a screen resolution of 1680×1050 and my DPI setting was set to 120 so the fonts and icons were more readable. I have about 60 programs running on the same computer that run fine at 120 DPI and there is NO REASON WHY I SHOULD HAVE TO CHANGE IT TO FIT THE SOFTWARE.
The result >> The database I had been loading and working with for about 25 days AND the balance of it I had just put it were trashed! It took me over 6 hours to reload, resysnc and cleanup the data in Outlook, QuickBooks and Customer Manager. Even after that Customer Manager stills trys to push what it thinks is customer info that it got from Outlook into QuickBooks – even though there is nothing in the records that would indicate it is customer data (no groups or categories even remotely flagged as “customer”.)
One thing that should make you suspicious is that when you call QuickBooks tech support option >>> #1 <<< is for Customer manager support!
So… If you can get this SW to work for you it can be quite useful – even with all the *&%^ above I am going to try it one last time. Its amazing how a company who makes such good accounting software can still be putting out this SW with so many quirks in it.
Beware and Be careful if you use this software!
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Product Description:
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
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