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ClientBase Windows
ClientBase Online
ClientBase Windows:
- Click on the Res Card Manager.
- Select the Level 2 tab.
- Select Filter (right hand side).
- Select 'Res Card Status' as Active.
- Under the Res Card section, enter static Trip Start Dates dates such as 2/28/24 to 12/31/29, or use the date formula shown below. Enter an equal sign ( = ) in the first date field and leave the 'to' date field blank. This formula will show trip start dates as of today and beyond.
- Under the Reservation section, in the Reservation Vendor field, search for GOGO.
- When searching for a Vendor, start typing the name and select the Vendor from the dropdown.
- Select OK.
Results:
Save the Query to access the list at any time without having to enter the search criteria.
- Go to File > Save Query As.
- Choose the Level. Personal is a query that you, as the user creating the query, can access. Global will be available for everyone in your agency to access.
- Name the Query.
- Select OK.
- Depending on the Level chosen, the query will be available on the left side of the screen.
ClientBase Online:
- Click on the Res Card Manager.
- Select GO TO ADVANCED SEARCH
- Under the Res Card section, enter static Trip Start Dates dates such as 2/28/24 to 12/31/29, or use the date formula shown below. Enter an equal sign ( = ) in the first date field and leave the 'to' date field blank. This formula will show trip start dates as of today and beyond.
- Select 'Res Card Status' as Active.
- Move down the page and under the Reservation section, in the Reservation Vendor field, search for GOGO.
- When searching for a Vendor, start typing the name and select the Vendor from the dropdown.
- Select OK at either the bottom or the top of the page.
Results:
Save the Search to access the list at any time without having to enter the search criteria.
- Click on Saved Searches.
- Click on Save Current
- Choose the Level. Personal is a query that you, as the user creating the query, can access. Global will be available for everyone in your agency to access.
- Name the Query.
- Select OK.
- Depending on the Level chosen, the search will be available in either the Global Saved Searches or Personal Saved Searches dropdown.