ClientBase Windows
- Administration
- Overview and Profiles
- Res Cards and Reservations
- Invoicing and Refunds
- Activities: Reminders, Mailers and Notes
- Live Connect
- Merge to PNR and PNR Import
- Merge to Email, Document and File
- Understanding Queries
- Reports
- Groups and Inventory
- ClientBase Windows Known Issues
- Display Settings for ClientBase Windows
- GlobalWare Invoice Export Utility
- How can I access my ClientBase data while I’m away from the office?
- How to find GoGo reservations in ClientBase Windows and ClientBase Online
- Roll Back to a Previous Version of ClientBase Windows
ClientBase Online
Getting Started for New Users for Trams Back Office, ClientBase Windows and ClientBase Online
Live Connect
- AFCNET
- Allianz AdvisorMax
- Allianz AgentMax
- Allianz AgentMax Online
- Allianz Global Assistance (Canada)
- Arch RoamRight Travel Insurance
All Trams and ClientBase
- TRAMS Data Dictionary (TBO/ CB+)
- 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
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
- Accounting Tips
- Automate Trams Procedures
- How can I access Trams Back Office while I’m outside of the office?
- Payroll Entry
- Smart Tips for Trams Back Office Bookkeepers
- Trams Back Office Known Issues
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