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There’s an easy way to keep track of your client email conversations using ClientBase and Gmail. ClientBase makes it easy to send email to your clients within the program. Unfortunately, there isn’t an automatic method for tracking incoming messages and entire conversations. While there are some manual workarounds, I’ve found an easier way using Gmail....Continue reading
In an earlier post, I talked about some easy shortcuts for entering dates in Trams and ClientBase. In this post, I want to share some more advanced ways you can use date formulas. Date formulas are a great way to quickly calculate dates. These are particularly helpful when saving queries to run reports on a...Continue reading
There are some useful shortcuts for entering dates in Trams Back Office and ClientBase. Date always display in the MM/DD/YYYY format (if your computer is set to use the U.S. date format.[1] but it’s not necessary to enter the date the same way. Try using some of the following shortcuts to make entering dates easier...Continue reading