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:

First go to the Security section in their Gmail account and make sure that the less secure app access has been enabled. 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 the page to 'Less secure app access' see if less secure app access is turned on. If it is not, select the link "Turn on access'.  

Test in ClientBase.  Open a profile and select Merge to Email.  Create a 'test' email and send it to yourself.  This first step may be all that is needed. If that does not work with the settings shown above, and you still get the error, then you need to setup an app password as below. 

Go back to Security as outlined above.  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.

This will create a unique password only used in the ClientBase program. Copy the password generated and paste it in the password filed in the ClientBase email settings. Then test again.