Live Connect Articles and Training Videos
- AFCNET
- All About Tours (formerly All About Travel)
- Allianz AgentMax
- Allianz AgentMax Online
- Allianz Global Assistance (Canada)
- American Express Vacations
All Trams and ClientBase - Articles Related to Both Trams and ClientBase Products
- Apache Log4j Vulnerability
- Profile Import into a Trams and ClientBase Database
- Power Options Settings - Disable Automatic Sleep and Hibernation
- Script Errors with Live Connect
- Default Adobe Acrobat for .PDF Documents
- Enable SMTP AUTH in Exchange Online
Announcements
- Announcement 9/27/21: Migration Complete
- Announcement 9/24/21: Final Countdown to CBO Migration to Tres
- Announcement 9/22/21: ClientBase Online Migration update
- Announcement 9/15/21: Impact of Migration off Sabre to Tres Servers
- Announcement 7/14/21: Sabre PNR Import Error Message
- Announcement 7/1/21: Scheduled CBO Outage for agencies on Prod 1 Server
Getting Started for New Users for Trams Back Office, ClientBase Windows and ClientBase Online
- ClientBase Online Training Program for the New User - Overview
- ClientBase Online Training Program for the New User - Week 1 - Profiles and Marketing
- ClientBase Online Training Program for the New User - Week 2 - Merge to PNR
- ClientBase Online Training Program for the New User - Week 3 - Getting Started with Res Cards and Reminders
- ClientBase Online Training Program for the New User - Week 4 - Using Live Connect
- ClientBase Online Training Program for the New User - Week 5 - Advanced Res Cards
GDS Interface and PNR
- ActiveX Control Failed to Load
- Amadeus GDS Interface Preparation and Guide
- Amadeus ProPrinter Decommissioning
- Apollo GDS Interface Preparation and Guide
- Creating a Separate Download Schedule for each CRS and Database in Trams Back Office
- Duplicate Invoices During GDS Interface Download
Trams Back Office Articles and Training Videos
- "Access Denied, User Permission Setting" Error Message During Interface in Trams Back Office
- Adding a Logo to the Header of Documents in Trams Back Office
- Agencies Selling Marked-Up, Discounted and Consolidator Transactions using Trams Back Office
- Agency Appointment Sheet for Setting up Client and Vendor Balances
- Agency Appointment Sheet for Setting up the Check Register/Bank Reconciliation
- Agency Appointment Sheet for Setting Up the General Ledger
ClientBase Online Articles and Training Videos
- Preparing the Computer for ClientBase Online
- Live Connect Options for Internet Explorer Sunset - Windows 11
- Global Modify in ClientBase Online
- Case Converter in ClientBase Online
- Adding ClientBase Online as a Trusted Site in Internet Explorer
- Troubleshooting Logins related to the migration of CBO to Tres servers
ClientBase Windows Articles and Training Videos
- Add and Sort Columns in ClientBase Windows
- Adding an Agent Logo in ClientBase Windows
- Agent Remarks on Documents in ClientBase Windows
- Amadeus Merge to PNR Mapping Guide
- Amadeus Sample Res Card Invoice PNR Rules for ClientBase Windows
- Apollo Merge to PNR Mapping Guide
ClientBase Marketing Services (CBMS) Articles and Training Videos
- 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