View all the customer information you need on one screen

The Name Record screen is the nerve centre of Customer Manager and summarizes all the key customer information you need in one place. You can see details such as phone numbers, files, projects, appointments, and financial transactions - all at one glance. You can access them in one click. Panes and action buttons include:

• Customer Profile—Company address, phone numbers, contacts, e-mail address, web site and more. You can add an unlimited number of fields to track whatever you need to provide great service.
• Recent History—Shows a chronological history of communications, appointments and to-do's, QuickBooks financial transactions such as invoices and payments, and related notes & documents.
• Notes—Allows you to enter details of phone calls and general notes, such as directions to the customer's office, while you're talking with the customer on the phone.
• To-Do's—Allows you to add and track tasks and reminders related to a customer. You can even check them off as you complete them.
• Appointments—Allows you to enter and view appointments.
• Projects—Provides a list of in-progress and completed projects related to a customer.
• Related Contact—Links related individuals, such as referrals, colleagues and vendors and displays their contact information from each other's screen.