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Want to get the most out of your ClientBase program? Below is a listing of all the available recorded WebEx modules we offer.

Clicking on this link launches a short, recorded tutorial you can watch and listen to at your leisure, (provided you have speakers); or by clicking on the download link, save the tutorial to your hard drive for future viewing. Again, this list contains ALL of our available ClientBase Webex modules. For help with ClientBase implementation, we suggest you view our Getting Started page.

We have added a new look and feel to this Recorded WebEx page. Try clicking on one of the topics. Notice that it expands showing what is covered in that section. If Netscape is your browser of choice, this page will be automatically expanded.

Click here Live Connect Recordings covering setup and usage for various Live Connect Providers
Download the WebEx Player to play the recordings. (This is a one-time installation)

 


Installation
Learn how to install ClientBase on your computer
  • Install on Server or Stand Alone Computer if Not Using TRAMS Back Office (Windows)
    		•
  • Install on Server with TRAMS Back Office(Windows)
    		•
  • Importing Database
    		•
    Introduction
    Learn what the ClientBase Menu, Tool Bar and Query Results look like
  • Menu Items
    		•
  • Tool Bar
    		•
  • Query Result Screen
    		•
    Overview
    Learn how ClientBase Screens, Profiles and Queries look
    Utilities and Tools for Maintaining a Healthy Database
    Learn how to Set Up your Utilities and how easy it is to keep a Healthy Database
    Utilities
  • Setting Up Branch Settings
    		•
  • Setting Up Agent Profiles
    		•
  • Database Security - User Logins - Part 1 - Setup Group Security Level
    •
  • Database Security - User Logins - Part 2 - Setup User List
    		•
  • Setup to Invoice 1: Overview, Invoice #, Canned Remarks
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  • Setup to Invoice 2: Invoice Page Setup, Headers/Footers
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  • Setup to Invoice 3: User Permissions, Currency Setup, Insurance/Service Fee
    		•
  • Setup to Invoice 4: Tax Commission/Invoice Default fields/batch reminders
    		•
  • User Logins - Setup for Live Connect
    		•
  • How to Use the Export Utility
    		•


    Tools for Maintaining a Healthy Database
  • Dupe Checker
    		•
  • Global Modify
    •
  • Global Modify Using Travel History Queries
    		•
  • Case Converter
    		•
  • Backup Database Utility
    		•
  • Scheduled Backup
    •
  • Restore Database
    •
    Global Default Set Up
    Learn how to use all the different Default Settings in ClientBase
  • Global Defaults Part 1: Set Up Marketing Categories, Marketing Codes, User Defined Fields, Profile More Fields, Communication Defaults, and Group List
    		•
  • Global Defaults Part 2: Set up Headers/Footers, Document Templates, Labels, and Client Survey Settings
    		•
  • Global Defaults Part 3: Set up Required Profile Fields, Auto-Case Conversion Settings, and Automatic Query Settings
    		•
  • Set up to Invoice Part 1: Overview, Invoice Number, and Canned Remarks
  • Set up to Invoice Part 2: Invoice Page Setup and Headers/Footer
  • Set up to Invoice Part 3: User Permissions, Currency Setup, Insurance Prompt, and Service Fee
  • Set up to Invoice Part 4: Tax Commission, Invoice Default Fields, and Batched Reminders
    •
  • How to Setup Merge to PNR Settings
    •
  • How to Setup Merge to PNR Rules
    •
    Profile Tabs
    Learn how each of the Tab menus work in ClientBase

    Merge to Functions
    Learn how Merge PNRs, Labels and E-mail Blasts using ClientBase
    Query Your Database
    Learn how to do Queries in all the Levels in ClientBase
    Using Activities
    Learn how useful Activities, Notes and Reminders can be in ClientBase
    Using Res Cards
    Learn how to use the many functions of Res Cards in ClientBase
  • Basic Res Cards - Introduction
    		•
  • Basic Res Cards - Create a New Res Card
    		•
  • Basic Res Cards - Adding General Res Card Details
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  • Basic Res Cards - Adding Reservation Details
    		•
  • Basic Res Cards - Using Batched Reminders
    		•
  • Intermediate Res Cards - Review of Key Res Card Fields
    		•
  • Intermediate Res Cards - What Res Card Fields Print on Itineraries/Invoices/Trip Statements
    		•
  • Intermediate Res Cards - Review of Res Card Pricing
    		•
  • Intermediate Res Cards - Issuing an Invoice
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  • Intermediate Res Cards - Issuing Itineraries/Trip Statements
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  • Advanced Res Cards - Res Card Tips/Tricks/Review of Service Provider Details
    		•
  • Advanced Res Cards - Review of Itemized Pricing
    		•
  • Advanced Res Cards - Invoiced Inside ClientBase versus Outside ClientBase
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  • Advanced Res Cards - More Invoicing Tips/Tricks
    		•
  • How to Create a Reservation Using Live Connect
    		•
  • Entering and Using Inventory
    		•
    Using Profile, Activity and Res Card Reports
    Learn how to use the invaluable Reports in ClientBase
    Stimulate Travel Interest
    Learn how to Stimulate Travel and find your Niche Markets using ClientBase
    Miscellaneous Topics
    Learn about other topics in ClientBase


    ClientBase Virtual Training:
    Interested in attending a Virtual Basic Training program?
    Please Click Here for details.
    In the subject, specify: ClientBase Virtual Training

    5/15/08 6:00a by Jeanne





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