ClientBase Windows – T.S. Warren

Keep track of email conversations using ClientBase and Gmail

May 7, 2018June 23, 2018Hints and Tips

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...

Date formulas make running TBO and CB reports easier

February 21, 2018August 6, 2018Hints and Tips

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...

Easier ways to enter dates in TBO and ClientBase

February 17, 2018August 6, 2018Hints and Tips

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. but it’s not necessary to enter the date the same way. Try using some of the following shortcuts to make entering dates...