Comments on: Customer Center: The New Hub for Managing and Tracking Your Customers

By: Jaime Abola

Jaime Abola — Mon, 19 Apr 2010 20:41:24 +0000

We run a youth soccer club and each player is assigned to a team which has its own budget. What we have set up is a member PLAYERS under which we have a sub member with the team name. Each player is then assigned to member name PLAYERS:TEAMNAME:Player name. This makes it easier for us when generating invoices, statements, looking at reports, etc. We do the same thing with Donors and also Renters(for our field). I am not sure how we can port this structure to the new customer center.

By: Judy Lorenz

Judy Lorenz — Thu, 18 Feb 2010 19:05:44 +0000

miss being able to access the “summary” information at my fingertips

By: Judy Lorenz

Judy Lorenz — Thu, 18 Feb 2010 17:45:03 +0000

really need a spot for more than 1 email address

By: Judy Lorenz

Judy Lorenz — Wed, 17 Feb 2010 21:43:59 +0000

I like the notes section…keep it on

By: Mark

Mark — Sat, 30 Jan 2010 00:50:20 +0000

I much prefer the customer list.

When I view a report generated from the customer list I can see at a glance date,item (invoice, estimate, payment etc., etc.)and (most importantly for me as I often need to see when a customer last ordered a certain item) my memo telling me exactly what the invoice was for. As far as I can tell there is no other way to see all of this information about a given customer throughout a range of time in one place. It is the best tool for getting information about what we have sold to a given customer over a given period of time. Our returned merchandise warranty is based upon the purchase date. Please DO NOT discontinue the customer list.

By: Damian

Damian — Thu, 14 Jan 2010 01:06:59 +0000

I really miss being able to pull up a listing of all transactions in addition to customers (show all Active Estimates for example).

Also, the fact I cannot do progress invoicing is killing me! Isn’t there some kind of workaround for this?

By: Linda Gillman

Linda Gillman — Tue, 12 Jan 2010 14:15:13 +0000

I think the basic idea is a good one. I am all for anything that saves me time. There is one thing missing that is costing me time, however.

Often I have many invoices for a client, some paid and some not. It is inconvenient to see only the invoice number because that assumes I remember what each invoice is strictly by looking at the number.

As the Customer Center is currently set up, I have to open each unpaid invoice to see what it was for. Adding the memo line would allow me to see at a glance which invoices are paid and which are not without having to open each one or look up all the numbers.

I do like the Notes feature and can see where that will be very useful.

By: Bermster

Bermster — Tue, 12 Jan 2010 03:11:40 +0000

Hmmm…the P&L should reflect the bills entered. There are a couple reasons it wouldn’t….you may be on ‘cash’ accounting versus ‘accrual’ or your dates may not reflect the date on the bills. Let me know if you figure it out. Thanks for the feedback Charles.

By: Bermster

Bermster — Tue, 12 Jan 2010 03:09:04 +0000

Thanks Stanley for the feedback…how would you like customers to be structured? (what data is important for you to see about them in order to select the right one?)

By: Charles

Charles — Sat, 09 Jan 2010 22:53:21 +0000

With the new Customer Center if you make a mistake and need to delete a customer you cannot. With the older setup you could. In fact that is the biggest FLAW with this online version, if you make a mistake it is HELL correcting it. When do you update our accounts? I ran a P&L then entered some bills (payments I made) I forgot and ran a new P&L and the bills did not show up. What good is a P&L if it not updated when new bills are entered.