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QuickBooks Customer Manager 2.0 ReviewI hate to be so negative, but I spent several hours trying to make this software perform some very basic functionality, and then waited over an hour on hold (during normal business hours) only to be told that the software won't do what I need it to.What I needed it to do: I have organizations with more than one address. I have contacts that reside at these various locations. I needed to import the organizations (one unique organization record for each unique organization location, since the software does not have 3rd heirarchy, i.e., organization > location > contact), and then import the contacts and have them link to the organization (e.g., by organization name).
What it can't do:
1. You cannot import just organizations (i.e., a parent record). If you do, it will import the "organization name" to the "contact name" field and leave the "company" field blank, even though you set the field mapping to be "organization name" to "company name!" What you end up having to do is create fields for first and last names in the organization file to be imported, and these names have to be unique or the record will not import. So, you either have to assign a contact name (note, this cannot be a name of another contact that you will import later), or enter some arbitrary unique id. In my case, I entered a #.
2. It cannot recognize and link contacts based on a field (e.g., "organization name"); instead, you have to manually add each contact to the organization record's "related contact" field. However, even then these contacts are not truly "linked" - they are hyperlinked. The difference is that, after linking the contacts, if you were to make a change to an organization's record (e.g., if they changed the company name due to incorporation, changed office suite/address, etc.) the contact records would not be updated (i.e., they would still show the old company info...disasterous for any kind of targetted marketing effort!).
What I ended up with was a list of company records with numeric names, and contact records with identical company fields but absolutely no correlation or true link to the parent record. The tech support rep (which, again, I waited over an hour on hold for, and before that wait I had some customer support rep insisting that I buy a tech support package even though I literally just bought the software) told me that I would have to manually link each contact in the "related contacts" field of the company record. When I inquired further he conceded that it is still not a true link, but merely a hyperlink.
The bottom line is, if you're looking for even the most basic contact management functionality, this isn't it. Steer clear of it and save yourself hours and headaches. If you know of any really good contact software for small business contact management (Mac OS X preferrable, but either PC or Mac is fine), please email me!QuickBooks Customer Manager 2.0 Overview
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