QuickBooks 2005: The Missing Manual

Adding Notes About Customers

Attention to detail. Follow through. These are a few of the things that keep customers coming back for more. Following up on promises or calling when a product goes on sale is good business. But sending reorder brochures after customers have made purchases can just make them mad. If you use another program for customer relationship management, you can track these types of details there. On the other hand, if you prefer to use the smallest number of software programs, stay in customers' good graces by using QuickBooks notes to keep track of personal information and creating to-do lists.

In the Customer:Job List window, double-click the customer you want to annotate. In the Edit Customer dialog box, click Notes to open the Notepad window shown in Figure 3-9.

To-do items are handy little reminders of what you want to do for a customer and when. In the Notepad window, click New To Do. In the New To Do dialog box, type the text for your to-do item. If you want QuickBooks to remind you when it's time to take action, choose a date in the Remind Me On box. The to-do item shows up on the QuickBooks Reminder List on the date you asked QuickBooks to remind you. Of course, QuickBooks reminders work only if you open QuickBooks on that day and you remember to look at the Reminders List.

Figure 3-9. Keep track of when conversations occur by clicking Date Stamp before ...