CBB 2.0 Release Notes

NEW FEATURES AND ENHANCEMENTS (Added between 1.9 and 2.0)

Profile New Features and Enhancements
***Added the ability to Delete a profile by including Delete as an option to the Action Gear included within the Profile Manager Query results. Upon selecting to Delete a profile the system first prompts with the message Delete this Profile? Yes or No. If Yes is selected then the system checks to see if any Invoices, Payments, Res Cards, Activities or Inventory exist for the profile. If not, then the profile is deleted. If Invoices, Payments, Res Cards, Activities or Inventory exist for the profile the system prompts that these records must be deleted before the profile can be deleted.
**Note, profiles can be set to Inactive as an alternative to deleting.

Res Card New Features and Enhancements:
***Added a new feature to facilitate the creation of multiple Reminders within a Res Card called Batched Reminders. Since many times an agent will create multiple Reminders at one time after booking a reservation to help remember common tasks such as Collecting Deposit, Final Payment, Checking for Documents, Sending Welcome Home Letters etc, we've added the ability to create a Global set of Batched Reminders that can be launched from within a Res Card to create multiple reminders all at one time.

Setting Up Your Batched Reminders:
Step One: Click on Tools|Settings|Batched Reminders
Step Two: Highlight the default Cruise/Tour Batched Reminder and click on Edit. Click Edit for each Reminder included within this batch and review and update accordingly. Upon customizing each Reminder and adding any additional Reminders, click "Save Changes" to save the batch.
Step Three: Click on Add New Batch to create a new set of Batched Reminders if desired.
Step Four: Name the Batch and Enter a Description (Eg. Cruise Booking Reminders, Default Reminders for a Cruise Reservation)
Step Five: A Batch of Reminders can include any number of Reminders from 1 to 100. Click the Add button to create your first reminder for the batch and the following fields will appear:
Reminder Date: These Global Reminder settings need to use Date entries as Merge fields so that upon launching the Batched Reminders from within a Res Card the appropriate Reminder Date can be defaulted. This defaulted date for the Reminder can be overridden at the time of launching the Batched Reminders, just before Creating and Saving them to the Res Card Activities tab.
Default Date Using: Current Date/Res Card Create Date/ResCard Start Date/ResCard Return Date
Plus/Minus: +/-
Number of Days: Enter a number from 1 to 2000
Create Reminder: Always/Optional - Upon launching a Batch of Reminders from a Res Card a listing of the default Reminders will appear. In order to be created, each Reminder within the listing must be selected. If this field is set to Always, then the selection box for this Reminder will be checked by default. If this field is set to Optional, then the selection box for this Reminder will not be checked by default.

The remaining fields are identical to those fields included in a single Reminder Record. Complete each field and the Reminder will default accordingly upon launching the Batched Reminders from within a Res Card. Enter your default entries for: Timeless, Start Time, Duration, Login Name, Priority, Private, Reminder Type, Subject, Set Alarm, Completed and Remarks. Click OK to save your first Reminder within this Batch.
Step Six: Continue to add as many default Reminders as you would like included within this Batch of Reminders by repeating Step 5 above.
Step Seven: After each default Reminder is created for this batch, click Save Changes to save the Batch. Create more than one Batch of Reminders if desired. For example, if you would like different default Reminders for a Tour booking then for a Cruise booking, or for a particular Group booking, then add another Batch of Reminders accordingly.

Launching a Batch of Reminders from within a Res Card
Upon entering a Res Card in ClientBase, you can create Reminders to help you track the many administrative and/or marketing tasks you need to complete for this trip. In the past, you would add a Reminder for each item you wanted to track one at a time. Now, if you have a Batch of Reminders that you would like to use as your default template of Reminders for this trip, you can highlight the Reminder button on the Res Card toolbar and select "Create Batched Reminders" to create multiple Reminders at one time.

Step One: From the Res Card that you would like to create your Reminders, highlight the Reminders button on the Res Card toolbar and select "Create Batched Reminders". A listing of the Batched Reminders setup under Tools|Settings will appear.
Step Two: Select the desired Batch you would like the system to default for this Res Card by highlighting and clicking on the desired name.
Step Three: A listing of all of the default Reminders included within the selected Batch will appear with the Date of Reminder defaulting based upon the Merge field used. If any of the Reminders in the listing do not have a Date completed, then the Merge field used was left blank within the current Res Card. In Order for these Reminders to be created you must Edit the specific Reminder within the listing and enter the date by hand.
From this listing you have the ability to Edit, Check and Uncheck, or Add to any of the default Reminders. Check each of the Reminders within the listing to make sure the defaults are all correct. If you would like to change any of the defaulting Reminders click the Edit button for the desired Reminder and update the fields accordingly. Click the box under the column called "Create" to place a check or remove a check next to each specific Reminder. Only those Reminders containing a check will be created. These check defaults are based upon the Always/Optional setting established when the Batch was created under Agency Settings. Click the Add button, to Add new Reminders if you'd like any additional Reminders to those the Batch defaulted for you.
Step Four: When all of the Reminders in the listing meet your needs, click "Create Reminders" and all of the Reminders will be created and saved within the Activities tab of the Res Card. Upon completion, you will land in the Activities tab with an updated listing of all Activities for this Res Card, including the new Reminders just created using your batch.

***Added the ability to import a PNR from Sabre into a ClientBase Res Card Reservation. This feature takes air, car, hotel, cruise, tour and rail segments included in a Sabre PNR and imports them into ClientBase Res Card reservation records. Sabre workstations must be running either MySabre or Sabre for Windows platforms.

Setup Instructions:
For all users: Download the following cbbcomps.exe (ftp.trams.com/pub/updates/utilities/CBBComps.zip) and run on each workstation to install and register the necessary GDS files for this feature to work.
For MySabre Users: An API is the tool ClientBase uses to connect to the Sabre Host. In order for PNR Import (and Merge to PNR) to work, you must enable the MySabre API within MySabre. If MySabre agent booking portal is already installed, you can enable MySabre API by launching MySabre, displaying the Configuration dialog from the Options menu of MySabre, and checking 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.
For Sabre for Windows Users: You must be running version 4.4G or above, as this platform includes the Sabre API needed to communicate directly with Sabre. TA Sharing must be enabled.

To import a PNR from Sabre take the following steps:
- Be sure you are currently logged into both Sabre and ClientBase.
- Create a new Res Card or open an existing Res Card within the appropriate client profile in ClientBase.
- Click on the PNR Import button on the main Res Card toolbar.
- Select Sabre from the drop down list in the GDS field.
- Enter the desired Record Locator or leave the Record Locator field blank to import the current, active PNR.
- Select the proper Connect Type. MySabre should select MySabre API, Sabre for Windows users should select Sabwinapi32
- Multiple Reservations may be included in one PNR, therefore multiple reservations may be imported as a result of the PNR import. All segments of an air itinerary will be imported into one Reservation, but additional car and hotel reservations will be imported into separate reservation records.
- Each Reservation imported into CB must link to an existing Vendor profile within your ClientBase database. To locate the appropriate Vendor profile and automatically link to it, the system uses the Interface ID within the CRS and matches to an Interface ID within your Vendor profiles.
1) If it finds a Vendor profile with the same Interface ID it imports the Reservation automatically.
2) If it does not find the Interface ID then a prompt will appear indicating the Interface ID it could not find. Use the Select Vendor field to query your Vendor profiles and manually attach the reservation to the proper Vendor profile. If the Vendor is not in your database then use the "Create Vendor" and add the Vendor profile accordingly. Avoid accidentally creating duplicate Vendor profiles by making sure Interface ID's are captured properly within the Vendor profiles you work with frequently.
3) If it finds multiple matches on vendor ID, use the select vendor field to query.

***Added the ability to import a PNR from Apollo/Galileo into a ClientBase Res Card Reservation. This feature takes air, car, hotel, cruise, tour and rail segments included in an Apollo/Galileo PNR and imports them into ClientBase Res Card reservation records. This feature requires FocalPoint, FocalPoint Net, Desktop AND must also have ViewPoint 3.0 or higher on each set using the PNR Import feature. Although ViewPoint does not need to be used to create or retrieve the PNR, it needs to be running in the background, as it is a View Point tool that we are utilizing that turns the PNR segments into a file that ClientBase can then parse and import into reservation records.

Setup Instructions:
- For all users: Download the following cbbcomps.exe (ftp.trams.com/pub/updates/utilities/CBBComps.zip) and run on each workstation to install and register the necessary GDS files for this feature to work.

To import a PNR from Apollo/Galileo take the following steps:
- Be sure you have Viewpoint and ClientBase running on your set. (Again, you don't need to use Viewpoint to create or retrieve your PNR, you can use Focal Point to do your PNR work, you just need Viewpoint running).
- Create a new Res Card or open an existing Res Card within the appropriate client profile in ClientBase.
- Click on the PNR Import button on the main Res Card toolbar.
- Select Apollo/Galileo from the drop down list in the GDS field.
- Leave the Record Locator field blank to import the current, active PNR in Viewpoint into ClientBase. (If you are using Focal Point, whatever PNR is active in Focal Point will also automatically be active in Viewpoint.)
- Click the Next button.
- Multiple Reservations may be included in one PNR, therefore multiple reservations may be imported as a result of the PNR import. All segments of an air itinerary will be imported into one Reservation, but additional car and hotel reservations will be imported into separate reservation records.
- Each Reservation imported into CB must link to an existing Vendor profile within your ClientBase database. To locate the appropriate Vendor profile and automatically link to it, the system uses the Interface ID within the CRS and matches to an Interface ID within your Vendor profiles.
1) If it finds a Vendor profile with the same Interface ID it imports the Reservation automatically.
2) If it does not find the Interface ID then a prompt will appear indicating the Interface ID it could not find. Use the Select Vendor field to query your Vendor profiles and manually attach the reservation to the proper Vendor profile. If the Vendor is not in your database then use the "Create Vendor" and add the Vendor profile accordingly. Avoid accidentally creating duplicate Vendor profiles by making sure Interface ID's are captured properly within the Vendor profiles you work with frequently.
3) If it finds multiple matches on vendor ID, use the select vendor field to query.

***Added the ability to import a PNR from Amadeus into a ClientBase Res Card Reservation. The PNR Import for Amadeus takes air, car, hotel and rail segments included in an Amadeus PNR and imports them into ClientBase Res Card reservation records. Amadeus has 3 platforms - APS (which stands for Amadeus Pro Software), Vista, and ProWeb. The Amadeus tool we use for Merge to PNR and PNR Import is called Amadeus +Script and is available with both APS and Vista platforms. (If the agency's APS or Vista platform did not come with this +Script tool activated, then contact the Amadeus support desk to turn it on. Amadeus has agreed to waive an fees associated with +Scripts for all TRAMS customers, so there is no cost, just a phone call to the support desk.) Since +Scripts is unavailable with ProWeb, PNR Import function (as well as Merge to PNR via API) DOES NOT work with it.

Setup Instructions:
- For all users: Download the following cbbcomps.exe (ftp.trams.com/pub/updates/utilities/CBBComps.zip) and run on each workstation to install and register the necessary GDS files for this feature to work.
- Verify your APS or Vista +Script tool is activated.

To import a PNR from Amadeus take the following steps:
- Be sure you are currently logged into both Amadeus and ClientBase.
- Create a new Res Card or open an existing Res Card within the appropriate client profile in ClientBase.
- Click on the PNR Import button on the main Res Card toolbar.
- Select Amadeus from the drop down list in the GDS field.
- Enter the desired Record Locator or leave the Record Locator field blank to import the current, active PNR.
- Click the Next button.
- Multiple Reservations may be included in one PNR, therefore multiple reservations may be imported as a result of the PNR import. All segments of an air itinerary will be imported into one Reservation, but additional car and hotel reservations will be imported into separate reservation records.
- Each Reservation imported into CB must link to an existing Vendor profile within your ClientBase database. To locate the appropriate Vendor profile and automatically link to it, the system uses the Interface ID within the CRS and matches to an Interface ID within your Vendor profiles.
1) If it finds a Vendor profile with the same Interface ID it imports the Reservation automatically.
2) If it does not find the Interface ID then a prompt will appear indicating the Interface ID it could not find. Use the Select Vendor field to query your Vendor profiles and manually attach the reservation to the proper Vendor profile. If the Vendor is not in your database then use the "Create Vendor" and add the Vendor profile accordingly. Avoid accidentally creating duplicate Vendor profiles by making sure Interface ID's are captured properly within the Vendor profiles you work with frequently.
3) If it finds multiple matches on vendor ID, use the select vendor field to query.

***Added the ability to import a PNR from Worldspan into a ClientBase Res Card Reservation. This feature takes air, car, hotel, cruise, tour and rail segments included in a Worldspan PNR (Worldspan Go! Res Dedicated or Internet 4.0 or above) and imports them into ClientBase Res Card reservation records. Contact your Worldspan Account Manager to enable a DIR Device, assign you a unique agent Pool Name, and provide you with a unique agency Connection ID. Worldspan has waived all fees associated with enabling these features for ClientBase customers.

Setup Instructions:
- Contact your Worldspan Account Manager to enable a DIR Device, assign you a unique agency Pool Name, and Obtain a unique agency Connection ID.
- Your unique agency Connection ID needs to be added to a registry setting at each workstation from which you plan to run ClientBase. To set this registry setting from each workstation, download the following cbbcomps.exe (ftp.trams.com/pub/updates/utilities/CBBComps.zip) and run on each workstation to install and register the necessary files, including the Connection ID, for this feature to work.
- ClientBase needs to pass an Agent Sine, and your Agency Pool Name to Worldspan when PNR Import is performed. To set this so it defaults automatically, you can enter each Agent Sine and Agency Pool Name into each User Login record. To do this, have each User log into ClientBase and go to Tools|My Login|PNR Import. Click Add and set the CRS to Worldspan, entering agent's login Sine into Agent Sine, and Agency Pool Name into the field Pool Name. Each time this User performs a PNR Import the Agent Sine and Agency Pool Name default automatically. The SYSDBA can also enter this information into each User Login record by logging into ClientBase as the SYSDBA and going to Tools|Settings|User Logins and retrieving each Login record and updating accordingly.

To import a PNR from Worldspan take the following steps:
- Create a new Res Card or open an existing Res Card within the appropriate client profile in ClientBase.
- Click on the PNR Import button on the main Res Card toolbar.
- Select Worldspan from the drop down list in the GDS field.
- Enter the desired Record Locator and be sure the Agent Sine default is complete or enter your agent sine/GS (i.e 9999DS/GS).
- Click the Next button.
- Multiple Reservations may be included in one PNR, therefore multiple reservations may be imported as a result of the PNR import. All segments of an air itinerary will be imported into one Reservation, but additional car and hotel reservations will be imported into separate reservation records.
- Each Reservation imported into CB must link to an existing Vendor profile within your ClientBase database. To locate the appropriate Vendor profile and automatically link to it, the system uses the Interface ID within the CRS and matches to an Interface ID within your Vendor profiles.
1) If it finds a Vendor profile with the same Interface ID it imports the Reservation automatically.
2) If it does not find the Interface ID then a prompt will appear indicating the Interface ID it could not find. Use the Select Vendor field to query your Vendor profiles and manually attach the reservation to the proper Vendor profile. If the Vendor is not in your database then use the "Create Vendor" and add the Vendor profile accordingly. Avoid accidentally creating duplicate Vendor profiles by making sure Interface ID's are captured properly within the Vendor profiles you work with frequently.
3) If it finds multiple matches on vendor ID, use the select vendor field to query.

***For troubleshooting purposes, PNR Import for each GDS can create a copy of the file being imported and saved locally for review. To automatically create a PNR Import log file, create the following directory on your workstation: My Documents\TRAMS\ClientBase. Each time PNR Import is performed the ImportLog.txt file will be overwritten with the current PNR.

***Added a new client report to the Res Card called Trip Proposal. This report uses the same 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. Currently, this format can only be printed.
Headers and Footers can be created for Trip Proposals by going to Tools|Settings|Headers and Footers - Trip Proposals. Format customization and default Remarks can be captured under Tools|Branch Settings|Trip Proposal Settings and Invoice/Trip Proposal Remarks. Customization to the hard coded format can be made with the following format settings.
- Include Itin/Invoice Remarks
- 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)

***Added a new setting to Tools|Settings called Default Field Values for Res Cards. In this area you can further customize your Res Cards and how they default upon creating new Res Cards and Reservations. The following defaults can now be set:
Res Card Level:
Res Cycle (Can be set to default to any of User Definable drop down options setup)
Default All Family Members for Leisure Profiles (yes/no)
Default Link to Display (Reservations, Invoices, Activities, Attachments, More Fields)
Reservation Level:
Booking Status (Confirmed, Quoted, Cancelled)
Host Code: (Can be set to default to any Host Code established in Tools|Settings|Host Codes)
Filter Vendor Profiles for Travel Category Selected (Yes/No)
Filter Service Provider Profiles for Travel Category Selected (Yes/No)
Default Service Provider Name to Vendor Name (Yes/No)
Reservations Imported from PNR Default to "Invoiced Outside of CB+" (Yes/No)
Automatically Launch Live Connect Vendors (Yes/No)
Print Address on Itin/Invoice for Hotel/Car/Insurance/Miscellaneous/Tour/Transportation/ (Yes/No)
Print Cruise Itin Option (Sort by Date or Do Not Sort)

***Added the ability to Delete a Res Card by including Delete as an option to the Action Gear included within the Res Card tab of a Client profile and the Res Card Manager Query results. Upon selecting to Delete a Res Card the system first prompts with the message Delete this Res Card? Yes or No. If Yes is selected then the system checks to see if any Activities or Invoices exist for the Res Card. If not, then the Res Card is deleted. If Activities or Invoices exist for the Res Card the system prompts you to first Delete (or in the case of Invoices Void) the records before you can Delete the Res Card. Please note that if Reservations exist that have been pulled from Inventory, by Deleting the Res Card the system Deletes all Reservations and frees the Inventory that was linked to it. Res Cards can be set to Cancelled as an alternative to deleting.

***Added the ability to capture a Host Code within the Res Card Reservation. This new field is designed for IC's to better track Reservations booked through a Host Agency. To ensure continuity across Reservations this field is not free flow, but is populated by selecting from a drop down list created in Tools|Settings|Host Codes.

Setting Up Your Host Codes:
Go to Tools|Settings|Host Codes and use Add, Modify and Delete to customize your list of possible Host Codes.
Go to Tools|Settings|Default Field Values for Res Cards and set a default Host Code for new Reservations if desired.

Once your Host Codes have been established, upon creating new Res Card Reservations, track the Host Code as desired. Upon generating an Invoice for each Reservation, the Host Code will be saved within the Invoice Booking record accordingly. Agencies using the IC/Host utility to export Invoices for their Host agency can now include Invoices issues from ClientBase Browser.

***Added the ability to Void an Invoice directly from ClientBase Browser/ClientBase Online by including a new Void feature from the Invoice listing within a Res Card. If an Invoice is issued in error and you would like to Void that invoice, simply hightlight the desired Invoice from the Invoice listing within a Res Card and click the Void link (next to Reprint and Email). Upon clicking Void the system prompts with a message Track Voided Invoice? Yes/No/Cancel.
Yes= Voids the invoice (and potentially corresponding payments), updates the un-invoiced balance for the Res Card and tracks the void with an audit trail
No= Voids the invoice (and potentially corresponding payments), updates the un-invoiced balance for the Res Card and leaves no audit trail.
Cancel= Cancels the voiding process and returns you to the Invoice listing without any changes.
Each User Login can be prohibited from being able to Void an Invoice by updating the Advanced Permission settings for that User. SYSDBA user must be logged in to update Advanced Permission settings and can do so by going to Tools|Settings|User Logins. Select the desired User Login, click on Advanced (next to Security Levels) and click on Other Restrictions. Place a check next to Disable Ability to Void an Invoice generated through Res Card, to disable this feature.
*Special Note for Agencies who are Synchronizing: If you are connecting to a Sync Copy database the system will not allow you to void Invoices due to potential conflicts with the Primary Database and Payments or End of Periods being applied between synchronization.
*Special Note for Agencies that use TRAMS Back Office (TBO): If an invoice has any Cash, Check or CC Merchant Client FOP or any Vendor FOP applied, then the invoice cannot be voided via CBB until the payment has been voided via TBO first. If an invoice has been paid by Credit Card than the system will automatically Void the Credit Card payment while Voiding the Invoice. If an End of Period exists for the period in which the Invoice was issued, or payment applied than the system will not allow the User to void the payment.
*Special Note for CBO Agencies: By voiding an invoice any client payments that were applied at the time of generating an invoice will be voided as well.

***Enhanced the Generate Invoice feature so that Users with their Advanced Permission set to Disable Ability to view Agent Commission when Invoicing can now add More Agents upon invoicing. Agent Rates and Amounts are still hidden on the main invoicing screen as well as in the More Agents screen, but multiple agents can now be added to the Invoice record by Users with this limited permission setting. Please note, this User setting for Disable Ability to view Agent Commission when Invoicing is stored within the User Login record and can be updated by the SYSDBA login by going to Tools|Settings|User Logins|Advanced Permissions|Other Restrictions. All Agent Commission defaults work the same whether "Disable Ability to view Agent Commission when Invoicing" is checked or not. If it is checked these default commission rates/amounts cannot be overridden at the time of invoicing.

Here is a brief summary of how Agent Rates and Amounts default:
Upon generating an invoice the system looks at both the Res Card Agent profile and the Client's profile for Agent Rate defaults as they have been established within TRAMS Back Office (TBO).
1.) The Res Card Agent Commission Rate defaults based on Commission Rate settings stored within the Agent profile. The system first looks for an Inside Rate then an Outside by Travel Type. If none exists, it then looks for an Inside Rate then an Outside rate stored within the General tab of the Agent profile.
2.) In addition to defaulting the Res Card Agent and it's default commission rates, the system also looks for default Agent Commission rates stored within the Client profile that the invoice is being issued for. The system automatically checks the client profile for any default Agent rates and includes those defaults within the More Agents listing if any exist.

***Added the ability to add or update global level Headers and Footers for Invoices and Trip Proposals directly from ClientBase Browser and ClientBase Online. These Headers and Footers can be used to set your page margins, recreate your agency letterhead and standardize your Invoices and Trip Proposals through the use of customizable Text, Graphics and Merge Fields. Go to Tools|Settings|Headers and Footers to update or create your agency level Headers and Footers.

HEADER/FOOTER TABS
Click the desired tab to setup the headers and footers. The report header is the header on the first page of the report; the report footer is the footer on the last page in the report. The page header is for each page of the report, and the page footer is for each page of the report. If you have a Report Header/Footer and Page Header/Footer all setup, each prints on each of the pages you designate.
Add Text: Use Add Text to insert text into the header or footer. A text box appears in the upper left corner. Size it and move it by using the 2-directional and 4-directional arrows. To type and format text, double-click the text box. A screen appears to enter your desired text, align the text, add merge fields (see below), and set the font. Click OK to go back to the main screen.
Add Picture File: Use Add Picture File to insert a graphic file. Use the browse feature to locate the graphic file on any drive/directory and click Open once located. (Use *.jpg, *.jpeg, *.bmp, *.ico, and *.emf type graphic files within headers and footers.) Double-click the graphic to access dialog box to set size and page alignment, or highlight the graphic to click and drag, size, and position it properly.
Add RTF: An rtf box provides slightly more formatting than a text box. Notice the formatting toolbar and merge fields.

HEADER/FOOTER MERGE FIELDS
Use the Add Text or Add RTF button to create any text box. Size it and move it by using the 2-directional and 4-directional arrows. Double-click within the box to enter text and click the Insert Merge Field to obtain a listing of all the merge fields available.
Note: Res Card Bill To and Res Card Ship To merge fields appear in the text box as one line, but when merged can take up to 5 lines of address information, so be sure provide a large enough text box when using these merge fields.

PAGE HEADERS/FOOTERS, PRINT OPTION:
On All Pages: Appears on all pages regardless of the number of pages. If Report Headers/Footers exist, the Page Header appears just below the Report Header, and the Page Footer appears just above the Report Footer.
On First Page Only: Appears on just the first page, or if a single page document appears on that single page. If Report Headers/Footers exist, the Page Header appears just below the Report Header and the Page Footer appears just above the Report Footer on Page 1.
Skip First Page: Appears only starting with Page 2 of the document. If it's a single page document, then it does not appear.

***Added the ability to include the following new merge fields within Headers and Footers for Invoices and Trip Proposals:
1) Invoices only
Invoice Agent
Invoice Agent Address
Invoice Agent City, State Zip
Invoice Agent Primary Phone
Invoice Agent Primary Fax
Invoice Agent Primary Email
Invoice Agent Primary WebSite
2) Invoices and Trip Proposals
Login Agent
Login Agent Address
Login Agent City, State Zip
Login Agent Primary Phone
Login Agent Primary Fax
Login Agent Primary Email
Login Agent Primary WebSite
3) Invoices and Trip Proposals
Res Card Agent
Res Card Agent Address
Res Card Agent City, State Zip
Res Card Agent Primary Phone
Res Card Agent Primary Fax
Res Card Agent Primary Email
Res Card Agent Primary WebSite
4) Invoices and Trip Proposals
Res Card No.

***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.

Miscellaneous New Features and Enhancements:
***ClientBase Merge to E-mail feature now supports SSL/TLS secure connections. A new drop down called Secure Connections has been added to My Login | Email Settings (or Tools|Settings|User Logins). There are four options available on the drop down: None, TLS (if available), TLS, and SSL. The type of connection you select is determined by the type of security supported by your email provider or Internet Service Provider (ISP). Please contact your ISP to find out which setting is correct for your email account.
ClientBase now supports the following Secure Connection settings:
- SSL: Use SSL for encrypting e-mail sent via SMTP.
- TLS: Use TLS for encrypting e-mail sent via SMTP.
- TLS, if available: Attempt to use TLS for encrypting e-mail sent via SMTP. If the server does not support TLS, SSL will be attempted instead.
- None: You do not wish encrypt your email(s) or you SMTP server does not support SSL/TLS.
TLS (Transport Layer Security) is quickly becoming the common standard for encrypting emails. SSL (Secure Sockets Layer) is the predecessor to TLS. There are very few differences between SSL and TLS. TLS?s encryption is a little stronger, however both types are almost identical, with only minor technical differences in the way the e-mail is encrypted and transmitted.
The default port for encrypted connections is 465 and unencrypted is 25. ClientBase will automatically set the port to these defaults when choosing a Secure Connection setting. Note: Port 587 is also commonly used by many servers for encrypted connections.

***Added a new Expand Results button to the lower right corner of any results grid. Upon clicking Expand Results, the results grid is displayed in a larger window allowing for all columns to be viewed more easily and without scrolling.
The following areas include this new button:
Profile Family/Employee
Profile Activities
Profile Cards
Profile Res Cards
Profile Travel History
Profile Attachments
Profile PNR Entries
Res Card Invoices
Res Card Passengers
Res Card Reservations
Res Card Activities
Res Card Attachments
Res Card Reservation Itemization

FIXES AND TWEAKS BETWEEN CLIENTBASE BROWSER 1.9 AND 2.0

Profile Related
- Improved the column size on the Travel History links in profiles so that more information could be viewed at one time.

- When creating a new profile, the drop-downs for Communication Description are now displayed for Fax and Phone.

- Creation of a new Agent Profile now requires [Profile Name] field to contain a name.

Merge to PNR Related
- We now correctly display new passenger phone fields in the PNR builder screen when added to profile, without needing to re-launch ClientBase.

- Fixed a problem with Merge to PNR via sabwn32 where we didn't show an error when agent was not logged in to Sabre. We now display the error Agent is not signed on to Sabre.

- We now show the end item delimiter in the preview screen when 'send as one transmission' is selected in Merge to PNR settings in Apollo or Sabre.

- We now read the correct # of passengers with same last name from Worldspan Merge to PNR when requested.

- PNR Entries in the agent profile are now correctly displayed on the Merge to PNR screen.

- Addressed issue where Cruise Cards and Other Cards were not merging into a PNR even if a Merge to PNR Rule was created to include them.

Activity Related
- Activity View display now displays the active Res Card link if the activity is linked to a Res Card.

Document Template Related
- Creating a Mailer via Merge to Doc feature now retains Subject field and correctly merges the template body.

- Document Templates created in ClientBase Browser now suppress blank lines and spaces when the merge fields inserted have blank values. For example, it will automatically suppress Address2 Line if the profile does not have anything in the Address 2 field.

- Merge to Doc feature Create Word Document now uses the default file name doctemplate.jsp.rtf when saving a new merge document.

- Addressed an issue where the «Fam/Emp Middle Init» merge field was behaving as «Fam/Emp Middle Name» merge field.

E-mail Related
- Merge Field inserted into the very top line of the body of an e-mail message will now insert the field where the cursor is currently set instead of at the bottom.

Res Card Related
- Added Edit to the reservation action gear. Selecting Edit takes you directly to the edit screen of the reservation.

- Res Card Activities view page now has the Filters to only display specific activity types (similar to Profile | Activities).

- Res Card Trip Start and End Dates will now ignore any Insurance or Service Fee service provider dates.

- Re-arranged the order of Res Card links so they are consistent with the Res Card workflow.

- Fixed an issue where service provider start/end date fields were not disabled when the provider had itinerary segments with dates.

- Fixed an issue where, when copying and pasting a reservation, the Trip Start/End dates were not updating unless you edited and saved the service provider.

- Fixed an issue with itemized pricing where the Tax amount was not sticking if the Tab key was clicked after the tax amount was entered. Addressed the same issue with the Commission amount field.

Invoice Related
- Improved functionality on the generate invoice screen: when entering a base amount that is lower than the total base of the reservation, the tax and commission amounts change to zero.

- Addressed an issue where previewing an invoice caused the Trip Balance Due date to disappear.

- Fixed an issue where the invoice was not displaying the Invoice Payment Date.

- Addressed an issue where invoicing a zero dollar amount was causing the reservation details to not display on the invoice.

- Addressed an issue where invoices were not displaying the Balance amount in the grey payment box.

- Improved the functionality of the Invoice remarks window. It now displays much faster and more branch remarks can be viewed at one time.

- Fixed an issue where CBB was issuing CommTrack invoices with an issue date that was within a Closed Period in TRAMS Back Office. Now users will be prompted with ?Invoice issue date is within an End of Period in TRAMS Back Office. Cannot generate an invoice within this period?.

- Corrected an issue where agents with no rates entered in their Agent Profile (in TRAMS Back Office) were defaulting to Outside on the Generate Invoice screen.

- Addressed an issue where invoices with several reservations and form of payment credit card was creating a payment for each reservation instead of one payment. This bug affected encrypted databases only.

- Fixed an issue where generating an invoice with 2 or more reservations and using Check form of payment with no check number resulted in a "HTTP Status 500-" page to be displayed.

Live Connect Related
- Added Passport Issue Date to the Live Connect post.

- Addressed an issue where the Passport expiration date was not moving over to the provider's website.

- Addressed an issue with Live Connect not passing the Passport Country of Issuance because of how we converted the country name to the country code.

Inventory Related
- When querying inventory to import into a res card, the advanced search menu box now has the active page mark bolded.

- Profile Manager Level 2 saved query from CBPLUS using Pulled From Inventory now returns message This query uses a field not currently available in ClientBase Browser when accessed in ClientBase Browser.

- Fixed issue where a Reservation that was pulled from Inventory directly from CBB used incorrect ResCard End Date and did NOT populate the Itinerary Depart/Arrival Date fields when viewing reservation in ClientBase Windows.

- Addressed an issue with Inventory pulled into a reservation where itemized items were only charging as 1 Adult passenger for the Total Charge and also excluding Child Rate in the total amount.

Agency Setting Related
- We now correctly save blank special characters in Merge to PNR settings.

- Addressed some issues where the Interface ID default settings in Default Field Values for New Profiles were not working properly.

- Removed Profile Mixed fields from Merge to PNR Rules because this functionality is not available yet.

- Removed Res Card Invoice from Merge to PNR rules because this functionality is not available yet.

Query Related
- Added [Reset] buttons for Simple Queries from the main results screen. Selecting this button will clear existing query results so the user can run a new query.

- The Res Card Manager level 2 query Reservation Travel Category = Service Fee is now retained when modifying existing filter.

- Executing and then viewing the Res Card Manager level 2 query Service Provider Travel Category = Service Fee no longer shows the criteria ?Reservation Travel Category = Service Fee? as also checked.

- Fixed an issue sorting by Name, First Name and Last Name in the Profile Manager when profiles had names that started with lower case letters.

Miscellaneous
- Updated Tools | About to show Private Label name instead of the number.

- Addressed some issues with the Page History button not displaying the pages visited by the user.

User Login and Permissions Related
- The Activity Manager Simple Query search criteria Login Name is now disabled and defaults to the user's name when a user's Other Restrictions option View own Activities Only is checked.

- Fixed an issue where Profile Rights set to Read Only still allowed a user to modify the General Info tab of a profile by viewing an existing Activity or Res Card record, and then clicking on the active Profile Name link.

- The Profile Manager Advanced query search criteria Primary Agent is now disabled and default to the User Login name when a user's Other Restrictions option View own Profiles Only is checked.

- The Res Card Manager Advanced query search criteria Agent Name is now disabled and default to the User Login name when a user's Other Restrictions option View own Profiles Only is checked.

- The Res Card Manager Advanced query search criteria Agent Name is now disabled and defaulted to the User Login name when a user's Other Restrictions option View own Res Cards Only is set.

- Setting a User Login's Res Cards rights to Read Only now hides the up and down arrow buttons used to re-order reservations on a Res Card.

- Setting a user login's Res Card rights to Read Only now hides the up and down arrow buttons used to re-order Service Providers in a reservation.

- Setting a user login's Res Card rights to Read Only no longer allows user to add or edit Segments in a Service Provider of a reservation.

- User login's Activity Rights set to Read Only no longer allows adding or editing items in the Res Card's Activities page.

- Fixed security issue with Activity rights set to Read Only still allowing creation of new Reminders via toolbar button (not an issue with Notes and Mailers).

- Deleting an agent profile that is linked to a User Login now prompts the message, You must clear the Primary Agent field for USER PROFILE SYSDBA in order to delete this agent profile.

- My Login's Saved Search Defaults now allows Personal Saved Queries to be selected as default.

Configuration Related
- CBB Setting Web Compression has been disabled and hidden. If compression is desired, go to the URL below for information on Tomcat configuration.
http://tomcat.apache.org/tomcat-5.5-doc/config/http.html.