Product Review
With QuickBooks Customer Manager 2.5, all the information you need to keep close tabs on your customers are at your fingertips. Whether it's the name and contact information you keep in Outlook or Outlook Express, the appointments you track in Outlook or the financials such as invoices and balances that you track through QuickBooks, it can all be merged into one easy-to-access location.
Click on any QuickBooks item in the Recent History pane to jump to QuickBooks to see the actual transaction, whether it's an invoice, payment record, and purchase order or check. You can also link directly to your customer's QuickBooks QuickReport. You can then create an appointment that will appear in both Outlook and Customer Manager.
An advanced Project Record feature lets you stay on top of everything related to a project on a single screen. You can use this feature to track all the details related to a project, including contacts, suppliers, vendors and files such as spreadsheets, images, or project plans, as well as set pop-up alerts to remind you of important tasks and appointments, ensuring that nothing slips through the cracks.
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