New Features

***Enhanced the Merge to PNR feature so that you can send all selected data to the PNR directly from the data selection screen without having to first preview the formatted data. If you do not feel the need to preview your selected data before sending it to your PNR, save yourself an extra step by clicking the new ?Send to PNR? button available on the data selection screen of Merge to PNR. The Merge to PNR feature can be accessed from within a Profile or from within a Res Card and the selection screen now has 3 buttons.

Send to PNR: Sends the selected data to your active PNR (bypassing the Preview screen)

Preview: Allows you to first preview all the data formatted exactly as it will be sent to your active PNR.

Cancel: Returns you back to client profile.

***Added the ability to print an Invoice from the ClientBase Res Card in either French or Spanish (in addition to English). The default Invoice Language is captured within Utilities|Branch|Invoice Settings|Format Settings|Language and defaults to English but can be changed to French or Spanish. This branch level language default can be overridden on an invoice by invoice basis by clicking the "Invoice Format" button on the Generate Invoice Screen. Please keep in mind that all field labels have been translated to French and Spanish, but the agent must capture the Reservation entries in the desired language in order to print in that language. Also, Invoice Header/Footer labels are defined by the agency and therefore cannot be translated. Tip: You may want to consider setting up a special Branch for "French|Spanish" Invoices and change the Header|Footer merge field labels to the desired language and hand select this branch's Header/Footer when generating invoices in French or Spanish.

***Updated the Canadian version of ClientBase so that the program is now available in French, in addition to English. Upon installing this 3.03 update on each workstation, a second desktop shortcut is created automatically called "CBPlus French". Now French speaking agents can either run ClientBase in English or in French. Although the majority of the program has been translated to French, the invoice is the only report in ClientBase that prints in anything other than English. Please note that both the English and the French version of ClientBase include the Invoice Format Option of printing an Invoice in any of the following languages: English, French or Spanish.

The CBPlusfre.exe is installed in the same directory as cbplus.exe. On the desktop where the CBPlus shortcut is installed and in the TRAMS program group (folder under start/programs/etc) where the CBPlus shortcut is installed, a CBPlus French shortcut will also appear.

***Added client Credit Limit checks to ClientBase. This feature, when enabled, uses the TRAMS Back Office client profile field called Credit Limit along with the client account balance to determine if a client has exceeded their Credit Limit and if so warns your front line agents accordingly and disables the ability to generate further invoices without a form of payment.

Enabling this feature:
To avoid unnecessary querying, this feature is disabled by default, but can be enabled by going to Global Defaults|Credit Limit Prompting and placing a check within the setting called "Enable checking and prompting when Credit Limit is Exceeded".

How this feature works when enabled:
- Upon opening a client profile that has exceeded their credit limit (their account balance is greater than their credit limit entry in their TRAMS Back Office client profile) a warning appears notifying the User. This warning also appears when a Res Card is created or when Merge to PNR is selected for a client exceeding their credit limit.

- The client Quick View screen has also been updated to include Credit Limit information if the client has a Credit Limit captured within their TRAMS Back Office profile. The Quick View screen includes the client's Credit Limit, Account Balance and Available Credit.

- If a client has exceeded their credit limit, upon generating an invoice with no payment the system will prompt with the following: "This account has exceeded its credit limit. OK" and will not allow the user to generate the invoice unless their advanced user permission settings (described below) allow for overriding this message.

Advanced User Permissions Relating to Credit Limits:
Two new settings have been added to that Advanced User permissions area within the Other Permissions tab of a User Login including:
- "Disable Client Credit Limit, Balance and Available in QuickView"
- "Allow Invoice override for exceeding Client Credit Limit"

General Enhancements

***Began first steps towards encrypting all credit card data within our database. With version 3.03 we added a new encrypted credit card field to our database. Coordination between ClientBase Plus, ClientBase Browser, TRAMS Back Office and Synchronization has begun and removal of the unencrypted credit card entry from our database will take place in version 3.04.

***Added a Spell Check feature to ClientBase! Several dictionaries have automatically been installed onto each workstation running ClientBase providing you with the ability to identify misspellings within Document Templates, Formatted Text E-mails and Profile Remarks. By default, while typing within any of these three areas, the spell check feature will automatically underline each misspelled word. Right click on a misspelled word and you will be offered suggested spellings along with the ability to Ignore, Ignore All or Add to Dictionary. In addition a Spell Check button ("ABC")has been added to the toolbar of each of these features (Document Templates, Merge to E-mail and Profile Remarks) allowing you to run the spell check routine across all data captured.

Customizing Your Spell Check Utility:
Although the spell check utility is automatically activated within Document Templates, Merge to E-mail and Profile Remarks, you can customize your spell check settings by going to Workstation Defaults|Spell Checker.

Dictionaries: Several different language dictionaries have automatically been installed, although by default only the General English dictionary as been enabled. From this area you can add, enable, disable or remove dictionaries. Note, all dictionaries have been installed within the My Documents\TRAMS\Dictionary directory.

User Dictionaries: A blank user dictionary is also automatically installed where you can customize the dictionaries used when running spell check to include words not currently in the General Dictionaries. When running spell checker if a word not recognized is "added to dictionary" the word is saved within this "user dictionary".

Options: By default your spell checker is set to "Ignore ALL CAP words", "Ignore Words with Numbers", "Highlight misspelled words". Remove the check from these settings to change the default.

***Enhanced the Profile Dupe Check feature to allow for merging more profile data when using the Merge to Master feature. In previous versions, upon using Merge to Master, the system automatically merged all Activities, Marketing Codes, Res Cards, Invoices, Payments and Unapplied Balanced from the duplicate profile into the profile designated as the Master profile. No other profile data was included. In this release, upon clicking Merge to Master the system now prompts with a screen that allows you to select and include merging data from the following profile tabs: Addresses, Communications, Special Dates, Cards, PNR Entries, Family Members/Employees, Groups and Attachments. When including any of these tabs of data in the profile merge, all data is appended to existing data within the master profile and removed from the duplicate profile. Place a check next to each tab you choose to include in the merge. These check marks are saved locally and will be "remembered" the next time you merge profiles from the Dupe Check feature.

Updated the Profile Dupe Check Merge to Master feature for Sync Activated databases so that duplicate profiles can only be set to inactive rather than deleted upon merging. This setting has been hard coded to reduce the potential for unresolved items to occur during synchronization as the result of one location updating a profile while the other location is deleting that profile via Dupe Checker.

***Enhanced our Dupe Check feature to include the ability to mass merge all of your duplicate profiles at one time if desired. To accomplish this, two buttons were added to the Dupe Check results screen. . Each can be used independently from the other if desired.
"Auto Set Masters": This feature allows you to set a Master for every dupe grouping all at one time by using the profile within each that has either the Earliest Creation Date, Latest Creation Date, Earliest Modified Date or Latest Modified Date.
"Merge All": This feature will merge each grouping of dupes within the Dupe Check results that has a "Master" profile set for that grouping, all at one time.

Suggested steps for using these new Dupe Check features:
Step 1: Backup your database using the TRAMS IBBackup utility. (There is no "Undo Merge All" feature!)

Step 2: Use the Dupe Check Filters to query for your list of potential duplicate profiles. Be sure to include aggressive filters to narrow your results as much as possible. You do not want to merge profiles that really are not duplicate profiles after all.

Step 3: From the Dupe Check results either manually select all Master profiles from within each dupe grouping by clicking on the desired Master Profile and then clicking "Set as Master" or use the "Auto Set Your Masters" feature. When using Auto Set Masters be sure to follow step 4 below.

Step 4: Review your entire listing of possible Dupe groupings to identify any groupings that are not definitely duplicate profiles and un-select the Master profile so they do not result in merging. For example, your Dupe Check results may include 100 profiles made up of 40 possible dupe groupings. You may determine that 5 of those possible dupe groupings may not be dupes and so you do not want to merge them. Be sure to unset those Masters so they do not get merged. This is done by individually highlighting each undesired Master (the profile in red) and clicking the "Set as Master" button, which toggles between set and unset as master (profile is no longer in red). Any dupe grouping without a Master set will not get merged. You can also use this technique to change the Master profile set by the "Auto Set Master" feature in the cases where you would prefer a different master than the one selected by the "Auto Set Master".

Step 5: Use the Merge All button to merge all dupe groupings into the profile designated as Master. Identify what tabs of information you would like to include and click OK. The system will prompt with a message "XX Profiles will be merged into 14 Masters. Merge ALL profiles to their Masters?" Verify that the numbers align with what you are trying to merge before selecting OK.

*Important Note: Steps 1 and 4 are the most important steps within this process. Once a profile is merged to another, there is no way to "un-merge" them so you want to be very careful that you review the listing of potential dupes and unset any Masters that you have any question are not actually duplicate profiles. We also recommend that you limit access to this feature via your ClientBase User permission settings (go to Advanced Permissions, Menu Options tab and uncheck Profile Dupe Checker within the Utilities menu options). Consider this a "power tool" that should be used with great caution and proper training.

***Enhanced the Merge to E-mail feature so that if in the midst of an e-mail blast the connection to your SMTP server is lost the system will now prompt with a message and give you the ability to Retry or Cancel the remaining e-mail blast. Also, addressed an issue where the system was prompting to Retry or Cancel with each bad e-mail address included in the Merge to E-mail, halting the unattended mail merge. The system now skips any bad e-mail addresses and logs them to the e-mail error log rather than interrupting the unattended mail merge.

*** Updated Attachments so that in addition to clicking ?Open Attachment? you can now also double click on the attachment within the list view, to open and view the attached file.

*** Updated Attachments so that modifications to a file launched from ClientBase Attachments can get saved automatically back into ClientBase. If an attachment is opened and then modified and saved, upon closing the attachment you land on the attachment settings Window. Clicking OK from this settings window will save the newly modified file back to ClientBase.

***Enhanced the following User Defined Drop Down fields so that upon clicking the arrow to view the drop down listing, the drop down box dynamically expands to the width of the longest entry:
General Info: Branch
General Info: Special Dates "Type"
General Info: "Referred By"
Res Card: "Reservation Cycle"
Res Card: "Marketing Source"
Res Card: "Group"
Res Card: "Region"
This makes it easier to select items from your drop down lists that exceed the length of the field as it is displayed by allowing you to see the full entry without cutting it off.

***Changed the component used to link a profile to an Activity or a Res Card. In the past if you wanted to change the profile an Activity or Res Card was linked to you clicked a button with "..." and queried for the desired profile. With this release the button with "..." has been removed but the profile an Activity or Res Card is linked to can be changed by typing a portion of the client name (Last/First) and clicking the drop down arrow to get a listing of matching profiles to select from.

***Added a new setting to Global Defaults called Credit Card Settings designed to give you the ability to disable as well as clear the Credit Card field called "Security Code" located within the Cards tab. Recent credit card policies strongly discourage businesses from storing a credit card security code within any kind of database. As a result of this policy we have defaulted this setting to disabled upon installing this update. Although discouraged, if you would like to re-enable this field, then go to Global Defaults|Credit Card Settings and place a check next to "Enabled". To clear all existing Security Code field entries from all existing Credit Card records within your database we have provided you with a button called "Clear All Credit Card Security Codes" within the Global Defaults|Credit Card Settings area. Running this process will permanently remove all Credit Card Security Codes from your database.

***Added a new setting to Global Defaults|Default Field Values for New Invoices called "Save ALL Invoices to Branch X". This new setting allows an agency to setup multiple branches with different headers/footers, default remarks and format settings within ClientBase but still save all invoices to a single branch in TRAMS Back Office. This setting works well for agencies with IC's that want different invoice defaults in ClientBase but still need all accounting data to land in one branch.

***Added a Copy and Paste button to the Branch setup area of the Utilities menu. To help streamline the process of setting up multiple branches within ClientBase the Copy and Paste feature has been added. If you would like to setup a new branch and would like to default it's settings to the settings of an existing branch that you have already setup, highlight the existing branch from within the Utilities menu and click the "Copy" button. Next, highlight the new branch number that you would like to add and click the "Paste" button. All branch fields and settings will be overwritten with the defaults from the branch copied, except for address, communication entries, Branch ID, Next Sales and Refund Invoice # in the General area. Nothing is saved until OK is selected, so please review all areas of the branch settings before clicking OK to ensure you have not lost any information that you may not have realized got overwritten with the Paste feature.

***Enhanced the User Interface for the Branch settings so that rather than having tabs for General Branch Info, Branch PNR Entries and Page Settings, the information is displayed in a tree view.

***Expanded the table of Remarks within the Branch settings so that a separate table of Remarks can now be established for Invoices, Itineraries, Trip Statements and Receipts. Upon installing 3.03 all current Remarks will default into both the Invoice Remarks and the Itinerary Remarks. On-going customization of Remarks is now made within the specific area under either Invoice Remarks, Itinerary Remarks, Trip Statement Remarks or Receipt Remarks.

***Added a new Advanced User Login permission setting within the "Other Restrictions" tab called "Disable Ability to View Profiles of Profile Type Other?. If this permission setting is checked within a User Login the User will not be able to query for Other type profiles using the Level 1, 2 or 3 Profile Manager queries or access the profile from any Activities linked to an Other profile.

***Enhanced the ClientBase User Login so that if a User Password is reset via CBP the password is automatically reset in both CBP and CBB. Passwords in CBP can currently only be reset via SYSDBA. CBB now includes a "Forgot my Password" feature that will reset the User Password automatically. CBB also now includes the ability to view your Own Login which includes the ability to modify your Login Password. If the User Login password is changed through CBB via either of these methods then the CBB login password will remain different than the CBP login password, until the password is resaved within CBP.

***Enhanced the Detailed Profile report to include more data as well as the ability to select what tabs of profile data you want to include in the report. The detailed Profile Report can be generated from within a profile by clicking the Print button and selecting Detailed Profile or from the results of a Query by going to Reports|Profile Reports|Lists|Detailed. A new window now appears just before launching the report which includes a listing of the tabs of information you can include in the report. These settings will be remembered each time you run this report. Options include: General Information, Passenger Information, Profile PNR Entries, Marketing Information, Profile Remarks, Cards, Activities (last 3 for each type), Res Cards (last 3), Travel History (last 5), More Fields, and Groups. Also, please note that for security purposes (PCI compliance) when printing Credit Card Information all but the last 4 digits will be masked on the report.

***Enhanced the Client, Vendor and Agent Booking reports found under the Res Card reporting options to include a new format setting called "Include Itemization Details". If this setting is checked, upon running these reports, rather than just printing each reservation total, base, tax and commission, the system will print the itemization details if they have been captured for that reservation. Also enhanced the Client, Vendor and Agent Booking reports to include the # of Pax traveling if the "Include Itemization Details" setting is not checked.

***Enhanced our User Statistics report (Reports|Profile Reports|User Stats) to include a new filter setting "Include only Users that have Stats". This setting is checked by default and will include only Users that have something other than 0 within the Profiles Created and Profiles Modified counts. If you would like to include a complete listing including Users that have no stats then remove the check within this setting.

***Added the option of using the mySabre API in addition to the Sabre for Windows API for Sabre?s Merge to PNR and PNR Import features in ClientBase. These API's are the tools ClientBase uses to connect to the Sabre Host. The Sabre for Windows API (sabwn32api) has been used to date and works with both Sabre for Windows and mySabre but is getting phased out by Sabre. Therefore we have added the ability to use the mySabre API as an option within the Merge to PNR Settings within Global Defaults. Agencies who are using mySabre should take the following steps to implement the new API in order to keep the Merge to PNR and PNR Import features working:

1. Enable the mySabre API within mySabre. If MySabre agent booking portal is already installed, you can enable MySabre API by starting the Emulator, displaying the Configuration dialog from the Options menu of the Emulator, and choosing MySabre API. After placing a check in the setting "MySabre API" and clicking OK, a message informs you to log out and log in again to activate the mySabre API.

2. In ClientBase go to Global Defaults then select Merge to PNR Settings. Set the Reservation System to Sabre and select "Use MySabre API" from the drop down listing. (Other choices are Use Clipboard and Use Sabwnapi32.) Please note that this setting can be overwritten on a workstation by workstation basis by going to Workstation Defaults then Environment then clicking the Merge to PNR Settings tab from the desired workstation.

3. Use the Merge to PNR and PNR Import features as normal.

***Added Profile level Name fields to the Merge Fields available in the "Insert Fields" drop down list within the Merge to E-mail Feature.

***Added Vendor Commission percentage to fields available for editing in Global Modify.

*** Added a checkbox setting to Document Template called "Use Secondary Address if in date range".

***Added a Host Code to the list of Reservation level Required Field settings within Global Defaults.

***Added a feature in Global Defaults|PNR Settings that allows you to change the default @ character for e-mail entries used in Merge to PNR. You can now use the correct character needed by the GDS platform you are using. Feature applies to Email Entry in Email Field Group and Passenger Misc Field Group.

***Added a new name field position merge field for Sabre and Worldspan (one without a dash). This merge field is added on field groups where the NAME FIELD POS is included.

Profile Related Enhancements

**Added a new field to the Family Member/Employee tab called Salutation/Nickname. This field allows a salutation or nickname to be entered for each family member or employee. The Salutation/Nickname can be viewed in the Profile Manager results by adding the column to the query screen. Once a Merge to PNR rule is setup, the Salutation/Nickname can be merged to the GDS. Level 2 and 3 queries contain a filter for this new field, so you can query by your client?s nickname. Also, this field has been added as a merge field (Fam/Emp Salutation) that can be used on labels, document templates, and emails.

Activity Related Enhancements

***Added the ability to Global Modify Activities (Notes, Reminders and Mailers). From the results of a query generated from the Activity Manager, you can now globally modify any of the fields within those results using our Global Modify utility located within Utilities|Global Modify. Now, if an Agent leaves your agency and you want to reassign all open Reminders to another agent, Global Modify them all rather than changing one by one. Or, if you have a group of Reminders that you just completed and want to mark closed, Global Modify them all rather than closing one by one.

Steps to using:
After using the Level 1 or Level 2 Query to locate the Activities to Global Modify
go to Utilities|Global Modify and set Records to Modify to Activities. From here you have two different global modify features to choose from.

1) What to do: Set Value
- This feature allows you to designate what type of Activity within your results to modify, Notes, Reminders or Mailers (you can only globally modify one type of activity at a time), along with the ability to select which field within that type of record you would like to modify. Finally, a listing of the fields within that type of activity appear for you to set a common value. Once these settings are complete, you have the ability to identify which records in the Activity Manager to modify based on either all current results, only selected results or a range of results.

2) What to do: Convert Type
- This feature allows you to turn Notes into Reminders or Mailers, Mailers into Notes or Reminders and Reminders into Notes or Mailers. First designate what type of Activity within your results to convert, Notes, Reminders or Mailers (you can only globally modify one type of activity at a time). Then select what type you would like to convert them to. Once these settings are complete, you have the ability to identify which records in the Activity Manager to modify based on either all current results, only selected results or a range of results.
Once all settings are complete click the Global Modify Now button and a count will appear identifying the number of records modified, skipped and the total. Records skipped are a result of having multiple types of Activities within your current query results.
*Important Note: Using any of the Global Modify features should be done with extreme care. Massive changes to your database can be accomplished with a single click. If you are in any way unsure of the expected results of running Global Modify, be sure to backup your database using the TRAMS IBBackup utility just before running it.

***Enhanced the Activities tab located within a Res Card, so that they include the same features the Activities tab at the profile level includes. Now you can easily filter the Activities associated with a Res Card using the bullets located at the top of the Activities tab including "All Activities", "Mailers", "Notes", "Reminders", "Open Reminders". A Remarks preview pane was also added to the right of the Activity listing so that you can arrow through your activities and easily preview the detailed remarks for each.

***Added a new field to the Mailer record called Mailer ID. This field is 30 characters (alphanumeric) and is indexed for maximum performance when used for querying purposes.

Res Card Related Enhancements

***Added a new button to the Res Card called "Proposal" and moved the "Client Quote" Itinerary formats from the Itinerary button to this new Proposal button. Now the client quote formats are more obvious and can include their own set of default Remarks (Branch, Agent, Vendor and Client).

***Added the ability to store, select and print Invoice, Itinerary, Trip Proposal, Trip Statement and Receipt REMARKS at the Vendor, Client and Agent profile level in addition to the current Branch level. For example, if you would like Carnival's specific cancellation policy to print on any invoice that involves Carnival, you can now capture Carnival's policy within the new tab within the Carnival Vendor profile called Res Card Remarks. You can also capture client specific or agent specific Remarks as well within the Client and Agent profile tab called Res Card Remarks. Whenever an invoice|itin|trip proposal|trip statement|receipt is issued for that Vendor, Client or Agent these profile level Res Card Remarks will print accordingly.

Setting Up Your Vendor|Client|Agent Res Card Remarks:

1. Retrieve the desired Vendor, Client or Agent profile.
2. Click on the Res Card Remarks tab.
3. Click on add and complete following fields:
Description: Enter a brief 15 character description of the Remark.
Always Print: Place a check here if you would like these Remarks to print by default. Leave this field unchecked if you would like to force the User to select this Remark to print at the time of printing the document.
Include Remarks On: You can create different remarks for different documents. Select which document you would like to include this Remark by placing a check within Invoice, Trip Proposal, Itinerary, Trip Statement or Receipt.
Remarks: Enter your free flow remarks here. There is no limit to the number of characters.
4. Click OK to Save
5. Add multiple remarks for each profile and arrange the desired ordered by highlighting a Remark from the listing and clicking the blue arrows to the right of the Res Card Remarks listing to move it up or down in position with the other Remarks.

Printing Your Vendor, Client and Agent Res Card Remarks

-Invoices: From the Generate Invoice screen, click on the Remarks button to access all Remarks including Branch, Agent, Vendor and Client Remarks applicable for this Invoice. Place a check in the Select box to include any optional move Remarks. You can also access your Remarks settings by clicking the Invoice Format button.

-Trip Proposals: Upon clicking the print Proposal button and selecting your desired Format, click the Trip Proposal Format button to view or select the desired Branch, Agent, Vendor and Client Remarks. (You can also access your Format Settings from this area as well.)

-Itineraries: Upon clicking the print Itinerary button and selecting your desired Format, click the Branch/Profile Remarks button to view or select the desired Branch, Agent, Vendor and Client Remarks. Please note that Vendor Remarks do not print on the Day by Day Itinerary formats.

-Trip Statements: Upon clicking the print Trip Statement button click the Branch/Profile Remarks button to view or select the desired Branch, Agent, Vendor and Client Remarks.

-Receipts: From your client Profile issue Receipt feature, click the Remarks button to view or select the desired Branch, Agent and Client Remarks.

***Expanded all Remarks areas of a Res Card so that there is no longer any limit to the number of characters that can be captured. This includes Agent Remarks and Client Feedback at Res Card level and Itin/Invoice Remarks and Agent Remarks at the Reservation and Service Provider levels.

***Added a new "Save as Res Card Attachment" button to the preview screen of the Invoice, Itineraries, Trip Proposals and Trip Statements generated from the ClientBase Res Card. Clicking this button will automatically generate a .pdf version of the document you are viewing and attach it as a file to the Res Card you are working in. This gives you the ability to create a permanent record of an Invoice, Itin, Trip Proposal or Trip Statement as it appeared at the time of generating it, including any customization, formatting etc. Go to the Attachments tab of the Res Card to access or print any of these attached files.

***Added "Go To Profile" buttons within the Res Card Reservation record next to the Vendor and Service Provider links for easier access to Vendor profile information while working with a particular trip reservation. Simply click the "Go To Profile" and the system will move you into the corresponding Vendor profile for your review. Easily access your vendor details such as phone numbers, key contacts, client remarks etc. Upon closing the Vendor profile the system returns you back to the Reservation record. If a Reservation Service Provider record is linked to a Service Provider athen the "Go To Profile" button will take you to the Service Provider profile. If the Service Provider entry was completed via free flow entry (vs. clicking the down arrow and selecting from the list of existing Vendor/Service Provider profiles), clicking the "Go To Profile" button will not navigate you anywhere.

***Enhanced the Global Modify feature for Res Cards to include more fields for modifying. Added Agent, Marketing Source, Group, Branch, Trip Name, Locator No and Region/Destination to the list of fields you can now set a new value to via the Global Modify feature. (Previous versions included the ability to Global Modify Status and Res Cycle only.)

***Added a new field to Cruise and Hotel type Service Provider records within the Res Card Reservation called "Bedding". If completed, this new field will print on Invoices, Itineraries and Client Quotes.

***Added a ?Due From Vendor? date field to the Generate Invoice screen for Comm Track type bookings. This field defaults blank, but if completed, lands within the ?Date Payable? field within the TRAMS Back Office view of the invoice booking and represents the date the commission should be paid by the Vendor.

Invoice/Itinerary/Trip Statement Format Related Enhancements

***Added a new format for generating client quotes (also referred to as trip proposals) from ClientBase Res Card called "Client Quote Invoice Style". To print this type of client quote format from any Res Card click the Print Itinerary button and select the Format "Client Quote Invoice Style". This format uses the same reporting tool and format settings as the Generate Invoice feature, but simply prints a client quote and does not generate an invoice or update trip balances in any way. This is the perfect way to provide a format friendly print out of reservations you have made but does not have to coincide with receiving payment from your client. This format can be printed, or e-mailed. If e-mailed a plain text version is included in the e-mail body and the formatted version is included as a .pdf attachment.

Customization to the hard coded format can be made with the following format settings. Further editing to the document can be made by clicking the "View in Word" button on the preview screen.
- Include Service Provider Graphics
- Hide Reservation Vendor Name
- Hide Reservation Totals (only include Res Card Trip Total)
- Print Service Fee as Trip Total Line Item
- Service Fee Label: [User Definable]
- Print [Air|Hotel|Car|Cruise|Insurance|Misc|Rail|Tour|Transportation] in Condensed Format (can be set per Travel Category)
Please note that this format can be set up as the default Itinerary format and the format settings can be customized by going to Utilities|Branch and clicking on the Itinerary Settings|Format Settings.

***Added a new Invoice format setting called "Print Service Fee as Invoice Total Line Item" giving you greater flexibility in customizing the print out of an invoice with Service Fees. If checked, this setting will add any Reservations with a Travel Category of Service Fee and print as a single total amount listed within the Invoice Totals just underneath Reservation Totals, rather than listing as a separate reservation within the body of the Invoice. Default Invoice and Itinerary Format Settings are captured by Branch within the Utilities|Branch area of ClientBase and can be overwritten on an invoice by invoice basis by clicking the Invoice Format button on the Generate Invoice screen.

***Added a new Invoice format setting allowing you to customize how Service Fees are labeled on your Invoices. This is a free flow field that allows for up to 25 characters and provides you with the ability to customize how agency service fees are labeled on the invoice. Default Invoice and Itinerary Format Settings are captured by Branch within the Utilities|Branch area of ClientBase and can be overwritten on an invoice by invoice basis by clicking the Invoice Format button on the Generate Invoice screen.

***Expanded our Invoice Format Settings to include a new setting, broken down by Travel Category, called "Print Reservation in Condensed Format". If checked, upon invoicing a Reservation for that Travel Category a summary of basic Reservation information is included, rather than a detailed listing of all Reservation and Service Provider level information. This setting may be desired for Reservations that you would like to place less emphasis on when printing invoices for your client. For example, if you are invoicing a cruise vacation, you may choose to place a greater emphasis on the cruise reservation and less emphasis on the Insurance, Airport Hotel etc. Default Invoice and Itinerary Format Settings are captured by Branch within the Utilities|Branch area of ClientBase and can be overwritten on an invoice by invoice basis by clicking the Invoice Format button on the Generate Invoice screen. By default none of these settings will be checked upon installing this update.

Below is a listing of the Reservation details included if "Print Reservation in Condensed Format" is checked. All other Reservation and Service Provider level data is omitted from the printed version of the invoice.
- Vendor Name, Passenger Name/s, Start Date, End Date
- If Supplier, ARC or Comm Track Show as Paid: Res Amount, This Invoice, Prior Invoice and Balance
- If Comm Track Not Show as Paid: Amount Details
- Vendor Res Card Remarks

***Added a new Invoice format setting called "Hide Vendor Name" giving you greater flexibility in customizing the print out of an invoice. If this setting is checked, then the Vendor Name for each individual Reservation within the Res Card being invoice will not be printed, only the Service Provider Names. The default for this setting can be updated by going to Utilities|Branch and updating the Invoice Format Settings. The Branch default can be overridden on an Invoice by Invoice basis by clicking on the Invoice Format button on the Generate Invoice screen.

***Added a new Invoice format setting called "Hide Reservation Totals (Include Only Invoice Totals" giving you greater flexibility in customizing the print out of an invoice. If this setting is checked, then each individual Reservation amount will not be printed, only the sum of all Reservations being invoiced. The default for this setting can be updated by going to Utilities|Branch and updating the Invoice Format Settings. The Branch default can be overridden on an Invoice by Invoice basis by clicking on the Invoice Format button on the Generate Invoice screen.

***To modify or add Branch remarks from the Generate Invoice screen you now click the Invoice Format button rather than a Remarks button.

***Updated the print Itinerary feature and selecting Remarks. Now there is a separate checkbox for including Reservation Itin/Invoice Remarks and a separate button for the Branch level Remarks setup specifically for Res Card Itineraries.

***Further enhanced the formatting of Reservation Itemization information for printing on Invoices and Itineraries:

- Expanded the field length of the Description field within Itemization from 40 characters to 100 characters.
- Added a checkbox called "Print on Invoice" to the Remarks area of Itemization so that you now have the ability to print the Remarks for your customer, if desired.
- Enhanced the formatting of Itemization Description on Invoices and Itineraries so that the full length of the description will be printed by wrapping the text within the field width of that column.
- Enhanced the formatting of Itemization on Invoices and Itineraries so that Passenger Names are printed on a separate line and do not get truncated.
- Suppressed the printing of an entire line item in Itemization if line includes only Commission Amount. Any itemized amount that has commission only will not appear on invoices and itineraries.

***Made several changes to the Res Card Trip Statement to provide greater flexibility in formatting:
Enhanced the Trip Statement format so that all Reservation Amounts, Payment Amounts and Balance is now right justified.
-Added a new field called Reference to the Trip Statement which includes the client's profile number/ the Res Card number. For example, Reference: 2398/590 would represent a Statement for Client # 2398 and Res Card # 590.
-Added a new setting to Trip Statements called "Include Reservation Details". If this setting is checked, then a more detailed summary of the Reservation is printed on the Trip Statement, including Itemization (if captured) and a one line summary for each Service Provider record.
-Added a separate set of Branch Remarks specifically for Trip Statements. This table of Remarks can be accessed by going to Utilities|Branch, selecting the desired Branch and clicking on the Trip Statement Settings for Remarks. The Branch Remarks can be overridden on a Trip Statement by Trip Statement basis by clicking on the Remarks button when launching a Trip Statement from a Res Card.

***Enhanced the Day-by-day itineraries available in the Res Card "Print Itinerary" feature to include 2 formats, one called "Day-by-day Sorted by Depart and Arrive" and one called "Day-by-day Sorted by Depart Only". The Day-by-day itinerary sorted by Depart Only is a new format available in this release that sorts the entire itinerary, across all Reservations and Service Provider records based upon departure dates. All arrival information is included within the details of each itinerary item. This new formats provides you with a seamless method for printing a detailed itinerary for your clients to include with your trip proposals or with documentation prior to departure. A template format is generated that provides you with the ability to customize these reports even further including the ability to paste graphics or additional comments and descriptions.

***Added Res Card Agent (and associated address and communication merge fields), Login Agent (and associated address and communication merge fields) and ResCard # to the Merge fields available within Headers/Footers for printing on Invoices, Itineraries, Trip Proposals and Trip Statements if desired. Invoice Agent (first Agent included on the Invoice) merge fields already exist within the Headers and Footers or Invoices.

***Added a new checkbox to the More Taxes tab of a Reservation called "Print Plus Applicable Taxes'". This checkbox is only visible if the Tax total for the reservation is zero. If this new setting is checked and if Amount Details are captured within the Reservation (per xx pricing is checked) then upon printing the Amount Details on the Invoice/Itinerary (Plus Applicable Taxes) will appear after the pricing. This setting can assist with hotel or car type reservations where the exact tax amount charged upon check-in is not known, yet you want to let the customer aware of the fact that there could be additional taxes.

***Upon e-mailing a Trip Proposal, Itinerary or Trip Statement the system now automatically attaches a formatted version of the document as a .pdf attachment to the e-mail.

Live Connect Related Enhancements

***Added the ability to automatically launch the Live Connect screen when a vendor linked to a Live Connect provider is selected within a Res Card Reservation. This feature can be disabled by going to Global Defaults | Default Field Values for Res Cards | Reservations and removing the check in the setting called "Automatically launch Live Connect for Live Connect Vendors".

***Added a new setting called Status to the Live Connect Provider record, which allows you to set unwanted Live Connect Providers as ?Inactive?. This gives you the ability to remove certain Live Connect Providers from the listing when launching Live Connect from the Res Card level. All current Live Connect Providers default to Active.

***Added a new setting to the Live Connect Provider settings (Utilties|Live Connect Providers) called "Include Authentication". This new setting is used only by Live Connect Providers that include an additional authentication step in their login process. It is only checked if the Live Connect Provider setup instructions specify so. When implemented, it allows for ClientBase to first authenticate the User Login and Password via the booking engine's authentication security layer, obtain an authentication code, and then repost to the booking engine URL with the authentication code in addition to the login and client data.

***Updated the default URL for Travel Insured Live Connect. Changed from https://www.travelinsured.com/trams/products.asp to http://travelinsured.com/tramslogin.aspx.

PNR Import Related Enhancements

***Enhanced the PNR Import process so that if the connection to the GDS Host fails on the first try, the system now attempts 2 more times within random intervals before giving a message that the connection failed.

***Updated PNR Import to convert passenger names captured via PNR Import to upper/lower case (rather than all upper).

***Updated PNR Import to now default Airline Number and Commission to equal zero when creating a new airline vendor from PNR Import.

***Improved PNR Import so it reads the stored fare on multi passenger/multi fare records. When multiple attached stored fares are imported, the import attempts to match the fare to the passengers via the Passenger Type Count field.

***Enhanced how we import fare information when using PNR Import on a Sabre exchange transaction. ClientBase now uses the Original Ticket Field (00VZ) on the AC line as an indicator that it is an exchange transaction. If the field is present and populated, then PNR Import imports the fare from the AC line even if there is a stored fare.

***Tweaked how we read Apollo PNR Import records when a passenger has 2 tickets validated on separate airlines. We now create separate reservations for each ticket by reading the ticketing air line to determine the reservation vendor.

***CBPlus now reads MCO Service Fee correctly in Apollo PNR Import by reading the 890 airline number. Agency needs to create a Service Fee Vendor with interface ID 890 to match.

***CBPlus now reads MCO Service Fee correctly in Apollo PNR Import by reading the 890 airline number. Agency needs to create a Service Fee Vendor with interface ID 890 to match.

Private Label Enhancements for Jurni/Nexion, Signature, Vcom and Ensemble

*** Added a new tab within the ClientBase main Managers called "Home" which takes you to your private label?s home page and auto logs you in via your ClientBase login. In order for this auto login to your private label's intranet to occur, each User must enter their login and password into their ClientBase User Login by going to Utilities|My Login|Home Login tab. (SYSDBA login can enter for all Users as well.) Once captured, your ClientBase login will auto log you into your Private label's Intranet.
The Intranet URL for your Private label comes defaulting with version 3.03 but can be updated or removed, if desired, by going to Global Defaults then Home Page URL.

International Enhancements

***In the international versions of Clientbase we added a new field called "GST Codes" (or "VAT Codes" depending on the Region) to Global Defaults|Res Card Tax and Commission Defaults. This new field will default the GST/VAT tax codes to XG, UO, ZV, and ZW. When importing a PNR, the import reads this field to determine the tax amount imported into the client GST/VAT field. If certain regions use different GST/VAT Codes than those we default with, simply add the new GST/VAT Code to the default listing. Be sure to separate each tax code with a comma. PNR Import will use this new code to parse out GST when using the PNR Import routine.

***Updated International versions to place Client GST/VAT taxes upon invoicing into the new Client GST field which was recently added to the Invoice Booking details in TBO version 3.0. If TBO is 2.09 or less then upon invoicing, the Client GST/VAT will go to the Tax 1 ? 4 field designated with the GST tax code.

***Australian and AMEA versions only:
Updated the Reservation Record to include a new calculated field called "Comm + GST" and renamed "Include GST" checkbox to "Apply GST". This change was made so that agents who are accustomed to entering the Commission plus Commission GST as one total rather than separating them out into separate fields has a new field to capture the sum. This new field will always display the sum of the Commission and Commission GST. If Commission is entered or updated first, the Commission GST is auto completed and then the "Comm + GST" is auto completed. If "Comm + GST" is manually entered or changed then the system will back into a new Commission and Commission GST amount and change accordingly. If Itemization or Passenger level pricing is entered then this ?Comm + GST? field becomes read only and cannot be manually entered. If "Apply GST" is not check then this "Comm + GST" field becomes disabled just like the other GST fields.

Profile Import Utility Enhancements

***Updated the ASCII Profile Import Utility to include the ability to import ?Special Dates? along with other profile data. A new Special Dates screen has been added to the import wizard including the following fields for mapping:
Special Date Type: Select from the drop down list of Special Date Types created in your ClientBase database (e.g. Wedding Anniversary). Please note if the desired Special Date Type is not included within the drop down, you must first go to ClientBase, and from Global Defaults|User Defined Fields, select Special Date Types and add to the default drop down list.
Source Column: Select the column within the file you are importing that represents the special date entries.
Source Date Separator: Select between ?/?, ?-?, or ?.? to identify the format used within the date fields in your source file.
Source Date Format: Select from the following to identify the format used within the date fields in your source file.
mm/dd/yy
mm/dd/yyyy
dd/mm/yy
dd/mm/yyyy
yyyy/mm/dd
yy/mm/dd
yyyy/mm/dd
dd/mmm/yy
dd/mmm/yyyy
Based on these date settings the special date in your file will be mapped to a separate Month, Day and Year field within the ClientBase Special Dates record.

Synchronization Related Enhancements

***Turned the process of creating a new Scheduled Task within the Synchronization utility into a wizard type user interface to simplify the process by guiding you through each step of creating a scheduled task.

***Removed the INTERFACE_TEXT table from the Initial Sync In at copy location, as this table includes GDS Interface information that is not needed for synchronization purposes.

***Initial Sync-Out no longer drops connection to License Manager during compression of the sync file.

***Added an Event Log setting for the 'command line' in a Scheduled Sync Task.

***Proxy Server settings have been added to the Web Service connection method to allow synchronization process over a proxy server.