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  1. Tres Technologies
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  3. ClientBase Online Articles and Training Videos

ClientBase Online Articles and Training Videos

Our Knowledge Base houses both articles and training videos related to ClientBase Online and other topics. Please use the search field above to add keywords and search for your topic. If you are having trouble finding what you need please use the Support button on the bottom of the page to ask for help.

  • Live Connect Extension for Chrome or Edge Browsers for ClientBase Online
  • Merge to File (Export) in ClientBase Online
  • Internet Explorer Mode in Microsoft Edge for ClientBase Online
  • Preparing the Computer for ClientBase Online
  • Internet Explorer Extension Add-on in Chrome for ClientBase Online in Windows 11
  • Global Modify in ClientBase Online
  • Case Converter in ClientBase Online
  • Adding ClientBase Online as a Trusted Site in Internet Explorer
  • Adding Invoice Numbers in ClientBase Online
  • Troubleshooting Logins related to the migration of CBO to Tres servers
  • Merge to Email in ClientBase Online
  • Using Document Templates in ClientBase Online
  • ClientBase Online Setup
  • Migrating your CBO from Sabre Server to Tres Servers (New ISO)
  • ClientBase Online QuickStart Training Program for the In-House Trainer
  • Creating and Using Batched Reminders in ClientBase Online
  • Importing Client Profiles into ClientBase Online
  • ClientBase Online Known Issues
  • Differences between ClientBase Online and ClientBase Windows
  • User Defined Fields in ClientBase Online
  • Creating a Single Reminder in ClientBase Online
  • Service Providers in ClientBase Online
  • Saving Searches in ClientBase Online
  • Res Cards and Reservations in ClientBase Online
  • Required or Optional Fields for Administrators in ClientBase Online
  • Profiles in ClientBase Online
  • PNR Import in ClientBase Online
  • ClientBase Online Overview
  • Merge to PNR in ClientBase Online
  • Marketing in ClientBase Online
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