Keep track of email conversations using ClientBase and Gmail

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

Setting up email signatures in CBO: A workaround

Someone recently asked me how to set up their email signature in ClientBase Online. For those who have used ClientBase Windows, your database administrator has likely setup a default email signature for sending messages from ClientBase. Unfortunately, email signatures is one of the features that is unavailable in ClientBase Online. But the good news isContinue reading

G Suite – Get the power of Google for your own company and save 20%

As a long-time user of G Suite, I can attest to its ease of use and flexibility for managing T.S. Warren’s email and collaboration. And now I’m excited to announce that through the G Suite referral program, I can offer you a special discount code to save 20% on your first year’s subscription.* And there’sContinue reading

Happy New Year

Here’s wishing you a very happy, healthy, and successful 2018!

HOLIDAY HOURS: Please note that I will be unavailable on Monday, December 25 and Monday, January 2. I will be working limited hours during the rest of the holiday week.