Customer Manager

Welcome to the Customer Manager Community!

Customer Manager lets you manage all of your customer relationships in one place. Learn more and sign up on the Customer Manager Website.

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The Customer Manager Team
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  Questions Asked Latest Post
Views Answers
Question Can I create two lists for email and print statements 11/21/09 11:38 AM
Glassesgirl
11/21/09 11:38 AM 7 0
Question Annual C 11/20/09 2:46 PM
NFP_Treasurer
11/20/09 2:46 PM 10 0
Question Retrieving information stored in CMO after discontinuing service 11/19/09 9:06 AM
GreggGillaspyCPACFP
11/19/09 9:06 AM 16 0
Question Can I create a template of several tasks that I want to add to a specific set of clients? 11/17/09 8:08 AM
FullCompliance
11/17/09 4:08 PM 22 0
Question Same task for multiple clients 11/17/09 7:54 AM
FullCompliance
11/17/09 3:54 PM 21 0
Question Can I upgrade from a Customer manager v2 that is on my desktop? Is it related? 11/17/09 1:15 PM
AspenLinda
11/17/09 1:15 PM 18 0
Question transferring to online version 11/5/09 9:07 AM
lissapaige
11/5/09 9:07 AM 49 0
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