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.

If you need technical help or support, support is available Monday – Friday and is included in your subscription to Customer Manager. Visit ourSupport Site to submit a request to our support staff.

Thanks,
The Customer Manager Team

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Questions	Asked	Latest Post	Views	Answers
NO WAY TO GET HELP FROM HELPDESK	11/19/09 10:35 AM OPGDCOM	11/21/09 5:24 PM	38	2
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
Annual C	11/20/09 2:46 PM NFP_Treasurer	11/20/09 2:46 PM	10	0
Customer Manager add on	11/20/09 7:41 AM rainingcold	11/20/09 8:26 AM	16	1
Sync with QB Enterprise v9.0?	8/27/09 12:18 PM efoster396	11/19/09 1:10 PM	236	2
i have contacts that are not in the 3 categories. How do i add them?	11/19/09 8:43 AM Geri912	11/19/09 9:26 AM	23	1
Retrieving information stored in CMO after discontinuing service	11/19/09 9:06 AM GreggGillaspyCPACFP	11/19/09 9:06 AM	16	0
Do you really want to subscribe to this product?	11/18/09 12:05 PM RBATTY	11/18/09 2:49 PM	22	1
what do i do if quickbooks did not sync with customer manager online?	11/17/09 6:35 AM Makengs	11/17/09 5:33 PM	39	1
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
Same task for multiple clients	11/17/09 7:54 AM FullCompliance	11/17/09 3:54 PM	21	0
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
confused about desktop and online versions both called Customer Manager.	11/15/09 10:22 PM daSpud	11/16/09 12:30 PM	31	1
changes from 2.5??	11/13/09 11:20 AM rudyrudyc	11/16/09 12:18 PM	46	2
SWitching from 1 group to another	11/10/09 9:40 AM amsjoe	11/13/09 10:28 AM	41	3

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