Gmail Email settings and App Password

The Gmail email settings are the same in both ClientBase Windows and ClientBase Online. 

In ClientBase Windows:

If you are a user, go to Utilities > My Login > Email Settings. 

If you are a database administrator, go to Utilities >User Logins > User List.  Double-click on the user and select the Email Settings tab.  

In ClientBase Online:

If you are a user, go to Tools > My Login > Email Settings.

If you are a database administrator, go to Tools > Settings > User Logins.  Click on the user and select the Email Settings tab.

Recently, Gmail has recently tightened security even more, and if the user’s password/settings suddenly stop working, you may get an error like this. Of course first do check the password, and if you are sure that it is correct, then follow the steps below:

Here is what to do:

Go to the Security section in their Gmail account and make sure Two step verification must be turned on. Here is how:

Log into the user’s Gmail account and select the Google Apps icon located in the upper right hand corner of the screen.  Next, select Account.

On the left hand side, select Security.

Move down to 'Signing in to Google'.  Two step verification must be turned on.

After you turn on 2-Step Verification, you will be able to create an app password for ClientBase.  Click on App passwords.

Choose Other and then type CBO or CBW, then click on GENERATE.

Copy the app password, and paste it in the password field in CBW or CBO. If you are testing in CBW, if the test is successful, don’t forget to go to Utilities/My Login to paste in the Email Settings tab to change permanently.