QuickBooks Customer Manager v3
QuickBooks Customer Manager is the information and task management tool that will help you better serve your customers. It takes the pain out of tracking customer information in multiple systems because it consolidates all your clients critical information in one place and displays it on one, simple screen. When you click on a customers name a complete overview of the customer interactions instantly appears: emails, phone calls, contact information, correspondence, recent QuickBooks transactions, linked documents, notes, To Dos, project information, and related contacts (like referrals or family members).