Link files, e-mails, pictures—anything that relates to a customer or project  

Customer Manager allows you to pull all of your customer-related information together in one place, regardless of which application it came from.

  • See appointments and e-mails - with attachments intact(2)
  • Drag in multiple e-mails at one time
  • Add letters, faxes, logos, artwork, PDF files, spreadsheets and more
  • Enter to-do reminders, notes from a phone call or project, and schedule events right in Customer Manager
2 Viewing e-mails on the Name Record requires Microsoft Outlook 2000, 2002 or 2003, 2007 or Microsoft Outlook Express 5.5 or 6.0.

Up Consolidate data Financials Share appointments with Outlook View customer info Link files Tracking projects Communicate

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