Trams and ClientBase

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?
• Roll Back to a Previous Version of ClientBase Windows

ClientBase Online

• Administration
• Overview and Profiles
• Res Cards and Reservations
• Invoicing and Refunds
• Activities: Reminders, Mailers and Notes
• Live Connect
• Merge to PNR and PNR Import
• Advanced Searching
• Merge to Email, Document, and File

• Resetting a User's Password for ClientBase Online
• ClientBase Online Known Issues
• Differences between ClientBase Online and ClientBase Windows

Getting Started for New Users for Trams Back Office, ClientBase Windows and ClientBase Online

• ClientBase Online
• ClientBase Windows
• Trams Back Office

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

• ClientBase PNR Integration
• TBO Interface
• Troubleshooting

• GDS Not Releasing Files
• Saving Interface Files to Send to Support
• Trams Download and Processing Messages
• Travelport+ (Galileo) Service Fees
• Travelport+/Galileo Updating Car/Hotel and Air Schedule Changes

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

• 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
• Updating the TramsAppServer Utility

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