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QuickBooks Customer Manager 2.5
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QuickBooks Customer Manager 2.5

SKU:

028287015005-298881

This product is currently out of stock
Description:

Quickbooks Customer Manager 2.5

Features:

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


Product Details:
Product Length: 1.4 inches
Product Width: 7.3 inches
Product Height: 5.3 inches
Product Weight: 0.35 pounds
Package Length: 7.3 inches
Package Width: 5.3 inches
Package Height: 1.4 inches
Package Weight: 0.35 pounds
Average Customer Rating: based on 24 reviews
System Requirements:
Platform: Windows Vista / Windows 98 / Windows 2000 / Windows XP
Media: CD-ROM
Item Quantity: 1
Customer Reviews:
Average Customer Review: 2.0 ( 24 customer reviews )
Write an online review and share your thoughts with other customers.


Most Helpful Customer Reviews

12 of 12 found the following review helpful:

1Be careful - Serious display DPI resolution issueOct 13, 2007
By D
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 1680x1050 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!

11 of 11 found the following review helpful:

1This software is HORRIBLEFeb 15, 2008
By Gregg Richards "GreggRich1"
I am in amazement that anyone could write a review AT ALL with anything positive to say about this product.

It MIGHT be decent software if you never try to synchronize it with QBooks or Outlook. But, that is what I needed, that is what they advertise, so I bought it. What a horrifying experience. If you look on-line (do a search for slow customer manager) you will see that there is no real fix. People with gigantic, powerful computers are brought to their knees with the slowness of this memory and processing hog. Try to drag and drop a piece of data, or attach an email to a customer's file, and you might as well go make coffee. Actually, you have enough time to fly to Brazil to pick your own beans.

Intuit support is only going to tell you that it is one of the "other files" that is corrupt, like your QuickBooks file - OH, don't have support on THAT product, well, you need to pay for this phone call. Never mind that the only program on your computer that doesn't work is Customer Manager. It hoses up EVERYTHING.

Intuit should be ashamed of this product and to be sure, as so many have said before me, it should be integrated into QuickBooks as a one piece solution.

By the way, the functionality of project tracking and linking data, emails and appointments, employees to their companies (contact association), & things of that sort are almost acceptable but the two huge problems are slowness, (beyond belief) and data transfers. Linking and finding data fields aren't even compatable with Quickbooks meaning, type in an address in QB and you won't be able to find it in QBCM, you'll have to type it again.

Do yourself a favor, use paper and pencil, it is faster and more efficient that QBCM. STAY AWAY!

I am editing to say, I am no computer idiot...I bought the software and spent 2 months trying to make it run right. It works with their stupid little sample database but when you sync a perfect QB database to it, and a perfect Outlook DB to it, adios amigo, you just bought a nightmare that simply WILL NOT END until you toss this in the trash.

I sent mine back to Intuit (after speaking to "tech support") for a refund. I am sorry I wasted so much time. If you are serious, this software ISN'T.

9 of 10 found the following review helpful:

4Great for Small BusinessJun 08, 2007
By M. Helm
If you have a small business, this is the tool for you. We simply needed to keep track of our customers. Name, address, phone number, date of birth, place of employment, and type of products we have sold to them. You can put them in catagories, you can print labels, and import from your other Quickbooks programs..if you use them. Very simple and easy to use. Great search feature too. This is just a basic way to keep track of your customers on the computer. Nothing fancy no bells and whistles. Basics that work.

6 of 6 found the following review helpful:

1Supports 96 DPI onlyApr 19, 2008
By David J. Kricker "medivac"
This product might have received a better review if I could have gotten
past the online registration screen.

I couldn't, because it only supports one monitor resolution (96 DPI), which doesn't match my monitor capability. Intuit is aware of this bug, but has no fix for it.

In my 20-odd years of doing software technical support, we had a name for this type of bug, and it was "showstopper". Reputable companies fixed these bugs before releasing product to customers.

It's interesting to note that Quickbooks itself doesn't suffer from this problem, indicating that Intuit knows how to support multiple resolutions, but, for some reason refuses to do it in Customer Manager.

Update
----------

Intuit has refunded the purchase price of this product. If and when they fix this bug,
we'll consider applying the refund toward the updated version.

8 of 9 found the following review helpful:

4Found a fix for the slooooowness and crashesNov 13, 2008
By Ryan Dykstra
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.

See all 24 customer reviews on Amazon.com
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