QuickBooks Customer Manager 2.5
- Admin Fee:
- $15.00 USD
- Partner:
- Intuit - Accessories
- Platform:
- Windows
- Product ID:
- G-41215
- Media:
- CD-ROM
- Availability:
- Available
Description
QuickBooks Customer Manager 2.5 lets users view customer history and information on one screen, including notes, documents, projects, appointments, to-dos, phone calls, and emails. Information can be synchronized with QuickBooks, Outlook, and Outlook Express; imported from databases or spreadsheets; or linked from applications such as Word and Excel. It can also be used as a standalone application. The application can manage about 15,000 contacts.
The Name Record screen displays information in the following panes: Customer Profile, Recent History, Notes, To-Do's, Appointments, Projects, and Related Contacts. The Project Record screen displays similar information related to a project, rather than a contact.
From within Customer Manager, users can initiate Outlook email messages and calendar events, new QuickBooks transactions, and Microsoft Word letters.
Typical nonprofit uses might be to track member records, event participation, and projects and to send membership renewal requests and newsletters.
This single-user box includes one user license. Customer Manager allows a maximum of five concurrent users to work with the same data, but each user must have a separate license for the same version of Customer Manager. Synchronization must be initiated manually by individual users.
Customer Manager includes 30 days of free phone support. All support, including online access, will be discontinued approximately three years from the product's original release date.
Features
- Clicking on any QuickBooks item in the Recent History pane jumps to QuickBooks to display the actual transaction — an invoice, payment record, purchase order, or check.
- Appointments can be created that appear in both Outlook and Customer Manager. In the absence of Outlook, Customer Manager also has a built-in calendar.
- Emails can be dragged directly from Outlook or Outlook Express and linked to a contact or project by dropping them into its Recent History pane. The pane can also link letters, faxes, logos, artwork, PDF files, spreadsheets, and other items.
- Data can be imported into Customer Manager from any other program that allows exporting data in CSV (comma-separated values) or text data file format.
- Customer names can be merged into letters and mailing labels created using the Labels & Letters feature.
System Requirements
Hardware:
- 350-MHz (or higher) Pentium II processor or equivalent; 500-MHz recommended
- 96 MB RAM; 256 MB recommended
- 170 MB available hard-disk space; additional 23 MB for Microsoft .NET Framework
- 800x600-pixel display with 256 colors
- 2x CD-ROM drive
Software:
- Windows 98 SE; Windows 2000; Windows XP; Windows Vista
- Microsoft .NET Framework CLR 1.1 (provided on CD-ROM)
- For Microsoft Outlook synchronization — Outlook 2000/2002/2003/2007; Outlook Express 5.5/6.0
- For QuickBooks synchronization — Simple Start 2003/2004/2005/2006/2007/2008; Basic 2003/2004/2005/2006/2007/2008; Pro 2003/2004/2005/2006/2007/2008; Premier Editions 2003/2004/2005/2006/2007/2008
- For writing letters — Word 97/2000/2002/2003/2007
- All online features and services require Internet access with at least a 14.4-Kbps modem.
Restrictions
- This donation is available only to nonprofits with 501(c)(3) designation and to public libraries. Public libraries must either have valid 501(c)(3) nonprofit status or be listed in the Institute of Museum and Library Services (IMLS) database.
- Eligible organizations may request one accounting product and one of each of the accessory products per fiscal year (July 1 – June 30). Accounting products are the various editions of Quicken and QuickBooks such as Quicken Home & Business and QuickBooks Premier Editions. Accessory products are QuickBooks add-on products such as Learning QuickBooks and QuickBooks Customer Manager.
- Donated product will be distributed under this program to qualifying organizations only, not to individuals.
- Eligible organizations must have an annual operating budget of less than $3 million.
- Donations are not available for distribution to legislative, political (except for voter registration), or advocacy organizations.
- Religious organizations without a secular community designation are not eligible to receive software through this program. A secular designation is defined as an organization separate from the church or religious organization that provides services to people regardless of their religious beliefs and does not propagate a belief in a specific faith.
- Participating organizations must use Intuit products for their own charitable purposes and not sell, trade, barter, or auction any of the goods donated. Donated products cannot be used as door prizes or party favors, sold at auctions or in thrift stores, or otherwise distributed outside the organization's charitable purpose to the general public.
- Organizations that advocate, support, or practice discrimination based on age, ethnicity, gender, national origin, disability, race, size, religion, sexual orientation, or socioeconomic background are not eligible to participate in this program. Organizations must be willing and able to attest that they do not discriminate on any of these grounds in order to receive donations.
- Intuit, Quicken, and QuickBooks, among others, are registered trademarks or registered service marks of Intuit Inc. in the United States and other countries.