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scott

Dante Cassanego loves to build products that solve people’s problems. On weekends he enjoys cycling, hiking, or just about anything that gets him outdoors.

Email Contact Manager


categories: your business
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requires: PC, QuickBooks
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Free

4 MB  (Last download: November 21, 2008)

ECM is an add-in for Microsoft Outlook that retrieves lists of your contacts from QuickBooks so you can send them an email. It will save hours of manual data transfer!

Getting started with Email Contact Manager

First, click the download button above and run the installation program. After you install it, restart Outlook, and you'll see two new buttons on the Outlook toolbar labeled Email QuickBooks Contacts and Manage Block List. Now you can:

  • Address an email to a complete list of QuickBooks customers, vendors, or employees
  • Block specific people who have requested not to receive communications

If it turns out ECM does not meet your needs, you uninstall it by going to the Control Panel, selecting Add/Remove Programs, and clicking Change/Remove next to Email Contact Manager.

How to get help

If something comes up that you need help with, just post a comment here.

We love feedback

We know that there is much more functionality we can add to this product, and we need your help to determine what to do next! If you often find yourself writing emails to your customers, give ECM a try and let us know where you would like to take it. If you have ideas or suggestions, we are all ears smile

We love feedback!

Have an idea for Email Contact Manager? Questions about using it? We want to hear from you! Please leave a comment below or send us an email.

Dante | 9/04/08 at 8:01 am

@Kelly.  Thanks for trying out ECM!

When you ran ECM for the first time was QuickBooks running in the background?  If so, did a dialog pop up in QuickBooks that allowed you to grant access to ECM?

Also, what version of QuickBooks (which year) are you using?

Thanks for trying this out!


kelly | 9/04/08 at 5:23 am

So...I downloaded, installed and tried to run and I am getting the error that says allow ECM access in QB. In preferences the Unnamed application is checked so it should have access. any thoughts?


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