Overview

You will discover that your database grows rapidly once you are trained on the practical applications of ClientBase Windows . Using Merge to PNR provides an everyday tool that demonstrates the value of the program. In this second packet, Learning Merge to PNR, you will master the following associated skills:

How to toggle back and forth between the GDS and ClientBase Windows .
How to initiate the Merge to PNR process using one of two methods.
- Start in the GDS by checking availability and booking flights. Toggle into ClientBase, display or build a new profile and merge customer data to the PNR.
- Start in ClientBase Windows and search for profile. Display or build a new profile and merge data to PNR. Toggle into GDS to check availability and book flights.
How to use the Merge to PNR Feature.
- Selection Screen
How to use the Merge to PNR feature Selection Screen
Always Move/Optional Move selections
Dragging travelers to desired PNR name field position
Click Next
- PNR Preview Screen
Update in GDS format
Send to PNR
How to toggle and review merged data in PNR.

For visual learners: Watch the recordings listed below.

For reading learners: Open the attachment to read the training content. The attachment is a PDF document located under the Related Links at the bottom of this article.

For both learners: It's important to practice what you learn! Once you have watched the recordings and/or read the attached document, move down this page to the practice exercises, checking progress and skill enhancements.

Recordings to watch:

Merge to PNR and PNR Import (12 minutes)
- After you watch the recordings, move down to "Let's Practice" to practice what you have learned!

Let’s Practice!

Exercise #1: Start by checking availability in the GDS and toggle back into ClientBase Windows to modify/add new profile information.

If customer is in database, verify the profile information is correct then Merge to PNR. Select the travelers and any information you want to merge to the PNR. Complete the merge and continue the PNR.
If the customer is not in the database, create a profile ensuring all the necessary information that will be needed in the PNR is in the profile. Merge to PNR.

Exercise #2: Start in ClientBase Windows and toggle back into blank PNR to continue availability process.

If customer is in database, verify the profile information is correct then Merge to PNR. Select the travelers and any information you want to merge to the PNR. Complete the merge and continue the PNR.
If the customer is not in the database, create a profile ensuring all the necessary information that will be needed in the PNR is in the profile. Merge to PNR.

Merge to PNR Skills Monitor Results - Check Progress - Inspect What You Expect!

For Back Office Users only!! After the agents have learning the basic Merge to PNR skills, use reports to monitor their progress. You first must create Merge to PNR rule to move a UDID into the PNR. Review and discuss the results with agents as soon as possible:

In Trams Back Office (or any back office program) run a UDID report with appropriate parameters to track how many agents have been using Merge to PNR from ClientBase Windows.

In TBO, go to Reports > Report Generator > Print Report, and select Client Activity Detail Report. Put in date parameters (day before) in Issue Date Range From & To. Under the Advanced Tab, Select UDID 5 and is not blank. You can also select one agent or leave the agent field blank and the report will contain all agents.
Publish Report Stats daily for all to view (for agent accountability) using the percentage of PNRs started from ClientBase Windows.
Review Merge to PNR skills with those agents who need help.
Randomly select agents to sit with and observe usage.

Merge to PNR Skills Additional Resources

Here is a list of additional resources available from Trams and ClientBase Products and Services to help you learn basic Merge to PNR skills:

From the ClientBase Windows program, click Help > Contents to open the Help Files.
- Read the chapter: Putting Profiles to Work for You > Merge to PNR

Merge to PNR Skills Enhancement

As you become more comfortable in entering using the Merge to PNR feature in ClientBase Windows, you may want to learn the following. Information on these items can be found by going to Help > Contents in ClientBase Windows.