Monday Morning ClientBase Tip:

Did you know you could use Colors to highlight specific clients or groups of clients in Clientbase?

Use colors to denote your top clients fo easy viewing in queries and also to Query specific gruops of clients.  You must have CB version 3.07.02 for this.

PLEASE DISCUSS WITH YOUR OWNER OR MANAGER BEFORE DOING THIS SO THAT EVERYONE IS USING THE SAME COLORS FOR THE SAME PURPOSE.

 

 

To set a color for a specific profile, simply go to that profile, right click in the Addrees Preview in the top left of the profile and pick your color.  Colors can be labeled by the owner or manager as shown below.

Use of colors in ClientBase profiles

To set multiple profiles, do your Query and then use Global Modify to change the colors of a group of profiles.

Once a profile has color attached to it you can also use a Query to find allof the profiles with the matching color.

When running queries after color coding them, you will be able to see them easily within the query. As shown below.

QueryResultsColor