At our recent TRAMS Marketing University (TMU) conference in Las Vegas, I had the pleasure of meeting with over 500 ClientBase subscribers. One thing that I’m always surprised by is the general excitement over the simplest of tricks when discovered. So this quarter’s newsletter focuses on the small but powerful tips that every ClientBase user should know.

Did you know you could . . .

• Copy a profile’s entire name and address with a single click for pasting into an e-mail, document or other application? Query for the profile using Profile Manager and from the results, right-click and select “Send Address to Clipboard”. Use Ctrl V or Edit|Paste to paste the name and address to the desired location.
  
• Use the Dupe Check “merge” feature from the results of a query? Ever do a query and notice a duplicate profile from the results? If so, from the query results, right click and select “Dupe Check”. A Dupe Check window appears allowing you to use the “Current Results” in the query. All profile results are grouped, and from that group you can pick a “Master” and then merge the duplicate into that master profile.
  
• Re-save, Re-name or Re-order an existing Saved Query? To rename or re-save as Saved Query, right-click on the Saved Query folder and select either “Rename Query” or “Replace Query with Active Query”. To rearrange the order of your Saved Queries, simply click the folder and drag it to the desired position.
  
• Right click to “invert all”? Anytime you have a drop down list that allows for checking all or any within the list, you can right-click and select Invert All to either remove all the checks defaulting or add checks. For example, in the Travel History tab, a query is run by default for “All” Travel Categories. If you want to filter the query to just “Cruise” history, right-click on the Travel Category field, select “Invert All” and all Travel Category checks are removed. Now click on Travel Category again and place a check in just the Cruise category. This is much easier than removing the check for each category other than Cruise.
  
• Use the Profile Header to quickly jump to the corresponding field for editing? Let’s say you are in the habit of using the Header to reconfirm a client’s address and communication information and find out the e-mail has changed. You can click on the e-mail displayed in the Profile Header and regardless of what tab you are currently viewing, the system moves to the General Info tab, and lands your cursor within the e-mail field for easy editing.
  
• Use the black Arrows located within the Profile Header to page up and down through the current query’s profile results? Let’s say you are looking for John Anderson’s profile and the Anderson profile you selected from your query is the wrong one. Rather than going back and forth between the query and the profile, click the black Arrows to move through the various Anderson profiles until you get to the one you are looking for. This also works great if you perform a query for a certain group or niche (cruisers or skiers) and you want to page through the resulting profiles.
  
• Launch a Vendor’s web site directly from its Vendor Profile? To launch a Vendor’s Web Site, simply retrieve its profile and click the Web Site button on the Vendor profile toolbar. The system automatically launches the Internet Manager to take you to the Vendor Profile’s Web Site, as long as the web address is captured within the Vendor’s Communication entries.
  
• Hop to the client profile while in the middle of working in his Res Card? Ever start a Res Card and before being ready to save or close it, want to view or edit the client’s profile? Without saving or closing a Res Card, click on the button located to the right of the “Prepared For” field to jump into the Profile and its various tabs. Make any desired changes, and upon saving or closing the profile, the system returns you right back to the Res Card you were working in. The same feature applies to Activities. From an Activity you can seamlessly hop into the Profile or the Res Card it is linked to for viewing or editing. Simply click the button to the right of the Profile field or Res Card field located within the Activity record, and upon closing the Profile or Res Card, return right back to the Activity you were working in.
  
• View a summary of many of the client profile tabs in one screen? Well, this one is coming in the next version of ClientBase, version 3.02. Here’s a sneak peak at the new “Quick View” feature: