Tres Migration Rules and Routines

Our goal is to convert your data as quickly and cleanly as possible. 

Note: Trams Back Office and ClientBase will still remain on your computer and you can always pull reports on past data as needed.  

We recommend running the following routines before your conversion to Tres: 

ClientBase Windows: 

Duplicate Checker – Identify duplicate Leisure, Corporate and Vendor profiles in the system. Set one profile as the master and then merge the duplicate profiles into that master profile. Then you can delete or mark the profile as inactive.   

Global Modify - Change multiple profiles simultaneously without having to enter each profile to make the desired change. 

• Inactivate or delete profiles with travel history older than XX years.  If you also have Trams Back Office, you can only inactivate profiles.  
• Mark past reminders completed.

Case Converter - Check your system for any entries that have case errors. 

Reminders - Delete completed reminders.  The agency determines the time frame. 

Batched Reminders - Batched Reminder templates created in ClientBase are Action Plan Templates in Tres but they do not convert. Agencies will need to print their Batched Reminder template details so Action Plan Templates can be created.

***Important Note:  If you used Activities (Reminders, Notes and Mailers) in ClientBase, you will want to meet with your Trainer prior to creating new Activities in Tres.  

ClientBase Online Standalone: 

Case Converter - Check your system for any entries that have case errors. 

Global Modify - Change multiple profiles simultaneously without having to enter each profile to make the desired change. We’re written a process for global modifying inactive clients below. 

• Inactivate profiles.  
• Mark past reminders completed.  This can only be done in the Advisor Dashboard.

Batched Reminders - Batched Reminder templates created in ClientBase are Action Plan Templates in Tres but they do not convert. Agencies will need to print their Batched Reminder template details so Action Plan Templates can be created.

***Important Note:  If you used Activities (Reminders, Notes and Mailers) in ClientBase, you will want to meet with your Trainer prior to creating new Activities in Tres.  

Trams Back Office Standalone: 

A 30-day subscription for ClientBase Windows will be provided to do the above routines.

Global Modify Inactive Clients in ClientBase Windows

1. In ClientBase you will use the Level 3 query tab. 
2. If any other filters are there, click on Reset All. 
3. Click on Add Filter. 
4. From the General Tab, choose Profile Types Leisure and/or Corporate. 
5. You will want to exclude any recently created profiles. Scroll down to Profile Create Date and in the first drop down, select “Is NOT From.” Then, enter a range of dates, for example, from 6 months ago to today’s date (the To date would be optional, as entering only a From date will act as “Greater Than.”) 
6. Click on the Travel History Tab at the top. 
7. Click the drop down at the top and choose “Does NOT have Travel History with the following criteria.” 
8. Scroll down into the Invoice section and fine Issue Date. Click the first drop down and choose “Is From,” and enter in the From date, enter however far back you wish. What you’re asking for here is client’s that have not had an invoice since whatever date you enter. There is no need for a To date (it will work as Greater than the From date). 
9. Click Okay. 
10. Click on Refresh in the upper right and wait for the results to appear. 
11. Click on Utilities and choose Global Modify. 
12. Leave the first field to “Set Value.” 
13. In “Field to Modify,” find and select “PROFILE.Active.” 
14. Below that, use the Set Value field to choose Inactive. 
15. Confirm the option to the right is set to Current Results in Profile Manager. 
16. Choose Global Modify now, and click Okay to confirm. 
17. Wait for the process to finish.