ClientBase Windows
ClientBase Online
Getting Started for New Users for Trams Back Office, ClientBase Windows and ClientBase Online
Live Connect
- AFCNET
- All About Tours - No Longer a Live Connect Provider as of 2/15/22
- Allianz AdvisorMax
- Allianz AgentMax
- Allianz AgentMax Online
- Allianz Global Assistance (Canada)
All Trams and ClientBase
- Live Connect Provider List
- Report Writers for Trams and ClientBase
- McAfee Antivirus - Ibbackuplib.dll missing
- Download and install AnyDesk
- Sophos Antivirus - IBBackupLib.dll missing error during backup
- Yahoo Email Settings and 2-Step Verification
GDS Interface and PNR
Trams Back Office
- Overview and Setup
- Daily, Weekly and Monthly Routines
- Profiles and Invoicing
- Reminders
- Payments Made / Received
- Credit Card Merchant
- Advanced Payments
- Bank Reconciliation
- Vouchers
- ARC/BSP/IAR
- Payment Import
- Agency Credit Card
- General Ledger Practices
- Reports
- Agent Profiles, Reporting and Reconciliation
- Interface
- Groups
ClientBase Marketing Services (CBMS)
- Mailer Searches in ClientBase Online
- Mailer Queries in ClientBase Windows
- Select Your Own Email Lists with a Marketing Partner ID
- Express Consent Letter and Instructions
- ClientBase Marketing
- TouchBase Program