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dante

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 

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

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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?


Dante | 1/30/09 at 3:10 pm

thanks for trying it out Kelly! It might help to know what version of QuickBooks you are using.  Also, what version of windows are you using?  thanks!


Antoine | 1/12/09 at 10:07 am

What’s the difference between this and Quickbooks Contact Sync for Outlook?


Angelita | 1/27/09 at 10:50 am

Downloaded the program but when I try to create an email it says there is an error 8007007e.  This appears after it brings up the names and I click finish.  Any thoughts?


Dante | 1/30/09 at 3:11 pm

thanks for trying it out Angelita! It might help to know what version of QuickBooks you are using.  Also, what version of windows are you using?  thanks!


john taylor | 2/07/09 at 2:56 pm

QuickBooks 2009 Pro, Windows XP with SP2

Recently upgraded to 2009 pro.  Tried to create and send an email blast today to my customer list using ECM. I get an error message about “granting access.”  Went to preferences and access is checked. I was able to do a list of vendors but I get the error message when I try to do customers.  Help!  Thanks in advance.  John


Dante | 2/09/09 at 11:53 am

Hi John,

Thanks for giving ECM a try!  It sounds like you are doing everything right.  Do you know how big your customer list is?  How large in comparison to your vendor list?  Do you get the error right away, or does the app do some processing before hand?

Sorry that it didn’t work for your right away.

dante


car jacks | 3/14/09 at 8:48 am

This is the first time I comment here and I should say   you provide us genuine, and quality information for other bloggers! Great job.
p.s. You have a very good template for your blog. Where have you got it from?


Jonathan | 3/16/09 at 2:03 am

Thanks for the compliment!  We actually just modified a word press theme for our blog - http://intuitlabs.com/blog  If you are referring to these pages that you see we created them using Expression Engine http://expressionengine.com


Chris | 4/05/09 at 11:35 am

Before I try this I would first like to know if there is an webmail access to my email and where do I find out how to set up Outlook for email with my Intuit website? I can’t find anything in my account manager in reference to it. I have two email addresses I have yet to check.


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