QuickBooks Customer Manager 2.0 | 
| From: Intuit, Inc.
List Price: $79.95
Buy New: $20.70
You Save: $59.25 (74%)
New (7) Used (1) from $12.50
Rating:  16 reviews
Sales Rank: 2019
Format: Cd-rom
Platforms: Windows Nt, Windows 98, Windows 2000, Windows Me, Windows 95
Media: CD-ROM
Autographed: No
Memorabilia: No
Operating System: Windows NT
Shipping Weight (lbs): 2
Dimensions (in): 9.5 x 7.9 x 2.4
MPN: 284255
Model: 284255
UPC: 028287009547
EAN: 0028287009547
ASIN: B00062AKI4
Release Date: November 11, 2004
Availability: Usually ships in 1-2 business days
Shipping: Expedited shipping available
Condition: Brand New in sealed retail Box. Full Retail version
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| Features:
| • | Information management tool for delivering great customer service | | • | See customers at a glance and detailed information instantly | | • | Synchronize information between key applications | | • | Import contacts from QuickBooks, Microsoft Excel, Outlook, and more | | • | Create group mailings instantly; familiar look and feel of QuickBooks |
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| Editorial Reviews:
Product Description
Customer Manager is a customer information system that works with QuickBooks to help you organize business-critical customer data more efficiently, intelligently, and profitably. Take your customer service to the next level by having instant access to your critical customer information.
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| Customer Reviews: Read 11 more reviews...
 This software is absolutely useless December 29, 2004
Scott Gardner (Central IL)
59 out of 61 found this review helpful
I hate to be so negative, but I spent several hours trying to make this software perform some very basic functionality, and then waited over an hour on hold (during normal business hours) only to be told that the software won't do what I need it to.
What I needed it to do: I have organizations with more than one address. I have contacts that reside at these various locations. I needed to import the organizations (one unique organization record for each unique organization location, since the software does not have 3rd heirarchy, i.e., organization > location > contact), and then import the contacts and have them link to the organization (e.g., by organization name).
What it can't do:
1. You cannot import just organizations (i.e., a parent record). If you do, it will import the "organization name" to the "contact name" field and leave the "company" field blank, even though you set the field mapping to be "organization name" to "company name!" What you end up having to do is create fields for first and last names in the organization file to be imported, and these names have to be unique or the record will not import. So, you either have to assign a contact name (note, this cannot be a name of another contact that you will import later), or enter some arbitrary unique id. In my case, I entered a #.
2. It cannot recognize and link contacts based on a field (e.g., "organization name"); instead, you have to manually add each contact to the organization record's "related contact" field. However, even then these contacts are not truly "linked" - they are hyperlinked. The difference is that, after linking the contacts, if you were to make a change to an organization's record (e.g., if they changed the company name due to incorporation, changed office suite/address, etc.) the contact records would not be updated (i.e., they would still show the old company info...disasterous for any kind of targetted marketing effort!).
What I ended up with was a list of company records with numeric names, and contact records with identical company fields but absolutely no correlation or true link to the parent record. The tech support rep (which, again, I waited over an hour on hold for, and before that wait I had some customer support rep insisting that I buy a tech support package even though I literally just bought the software) told me that I would have to manually link each contact in the "related contacts" field of the company record. When I inquired further he conceded that it is still not a true link, but merely a hyperlink.
The bottom line is, if you're looking for even the most basic contact management functionality, this isn't it. Steer clear of it and save yourself hours and headaches. If you know of any really good contact software for small business contact management (Mac OS X preferrable, but either PC or Mac is fine), please email me!
THE WORSE! January 18, 2005
B. Evans
28 out of 29 found this review helpful
As insulted as we were to buy 5 licenses for version 1.0, version 2.0 is still as buggy as version 1.0. Total waste of time, money, and cdrom space!
The bigger they get the worse they are. December 31, 2004
J. Slavis
22 out of 25 found this review helpful
I purchased this software after extensive conferencing with "Quick Books SALES STAFF, all good and fine, they pick up the phone spend unlimited time with you. Tell you everything is fine answer all your questions
Now when you purchase the product there is the RUB!!!!
#1 the product does not work, in any shape or form. Tey as one might.
# CSR is off shore so you are on hold over an hour. Than they tell you that even though you called the # on package , for some reason ( heaven only knows) they are not the right department ( if they are not the right deptpartment why do they put that # on the box, to call) , Then they say the right dept is # an other # and they transfer you. Well you guessed it, the "other dept" is closed.
If they planned to make you miserable they could not have succeeded better.
Take your money and not give you a thing for it, These poeple should have some serious competetion or maybe this is the American Way now.
Good luck if you BUY anything FRom THEM!!!!
Customer service
Amazon does not have a 0 star rating. July 22, 2005
NgaK200 (GA)
22 out of 22 found this review helpful
I have used Quicken & Quickbooks products since the early 90's. I have purchased several add on products during that time.
Quicken & Quickbooks started out as great products but have declined greatly in the last few years. They also offer extra cost products on many of their "upgrades" which were included in earlier products for free.
Customer Manager is a different issue. I started out with version 1. Description on box seemed to offer a usefull product. However, the program was so limited that it made more work than it eliminated. Like a fool I bought V2 when it came out because the concept seemed good & many improvements were promised. I was wrong. It has more bugs, hardly any real improvements than V1. The feature for sending e-mails is worse than useless. It takes several steps to put it into history and often doesn't work at all. You can see from all the other reviews that there are lots of other issues as well. I have experienced them as well.
TOO SLOW, TOO MANY BUGS! April 22, 2005
James S. McCulley (Albany, NY United States)
18 out of 18 found this review helpful
This is, on paper, an excellent idea and has lots of potential. Unfortunately, it SLOOOOOWS your system down to a crawl -- which is frustrating to the point where I don't want to use the product.
As I said, its a great idea for me. I have been searching for a product that could help me track my many projects without the overkill of a MS Project.
It also has many annoying bugs that need to be addressed.
The program has great potential and if it worked as it claims I would give it 5 stars -- but, it can't live up to its promises and until Intuit addresses these -- DON'T BUY IT!!
Too bad -- I love Quickbooks and am disappointed in this product, especially since this is version 2.0.
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