Patrick…after talking to you the other day I decided to look around again for some Customer Mgmt s/w that was reasonable. I had forgotten that QuickBooks actually has a stand-alone program that interfaces nicely with QuickBooks and Outlook. I downloaded a 30 day trial version of it from the Intuit website and have been playing with it some and really like what I see so far. It can import your QuickBooks data (clients & more) and your Outlook data and even other data in CSV form. The program says it is a Customer Mgmt tool but it’s more than that, it’s really also low end Project Mgmt tool that I can really use. Like setting appointments, to-do’s, linking .pdf files (my reports), etc. So far, I like it a lot! It’s only $79 if I decide to buy it and I probably will. There’s a free trial offer a try at http://quickbooks.intuit.com/product/add-ons/small-business-management-software.jhtml .