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ClientBase Browser - CBI Listing
 
Want to get the most out of your ClientBase Browser or ClientBase Online program? Below is a listing of all the available WebEx Recorded Trainings we currently offer. Clicking on the selected link launches a short recording you can watch and listen to at your leisure, (provided you have speakers). This list contains ALL of our available ClientBase Browser/Online Webex Recorded Trainings, but check back often, as more will be added.

ATTENTION CLIENTBASE ONLINE USERS: The look may be a bit different, but these recordings will help you learn your new program too!

IMPORTANT NOTE: This page contains files that utilize 2 types of WebEx players. You NEED to download both players to hear Recorded Trainings. (This is a one-time installation.) If you experience difficulty opening the selected recording and are currently on Microsoft Internet Explorer, go to Tools | Internet Options | Privacy | Advanced and check "Override automatic cookie handling" and check "Always allow session cookies." Press OK twice to save. Close your browser and reopen.

Download the WebEx Player for wrf files - recording will stream automatically when clicking on file.

Download the WebEx Player for new arf files - recording with download into temporary directory and then play when clicking Open.

WebEx Recorded Trainings:
ClientBase Browser/ClientBase Online Overview
Overview/Screen Review/Navigation/Training Tools

ClientBase Browser/ClientBase Online Profiles 1
Profile Manager/Simple Search/Create New Profile

ClientBase Browser/ClientBase Online Profiles 2
Review Existing Profile/Update Exisiing Profile

ClientBase Browser/ClientBase Online Profiles 3
Advanced Search/Saving Searches/Column Setup
  ClientBase Browser/ClientBase Online Merge to PNR - only needed if using a reservation system Steps to Merge Profile Data into your GDS
Create PNR Entries - only needed if using a reservation system
Create Client Profile and Agent PNR entries
Activity Manager (Activities) - Creating Notes, Mailers and Reminders Part 1
Activity Manager (Activities) - Level 1 & 2 Query (Searches) and Agent's To-Do Lists Part 2
Res Card Overview
  How to Create an Invoice


06/12/09 5:03a by Jeanne
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