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ClientBase Webex
Specialty Training Classes
Schedule June - August2008



Join one of our ClientBase WebEx classes. These interactive sessions, easily accessible from your office or home, provide supplemental training with each session focusing on a specific topic. For the most current list of classes please see the Upcoming Events section of our WebEx site.

If you need our help, send an e-mail to training@trams.com or call Marketing | Training at 310-641-8726, Option 3. Need help in selecting what class to take first, second, third, etc? The classes are listed in alphabetical order on this page. To view a suggested learning order of ClientBase WebEx classes, please click here.

Technology Marketing University 2008 Handouts Now Available.

To enroll for a class, please click here.

*ALL CLASS TIMES ARE PACIFIC TIME ZONE

ClientBase Q & A Sessions
Mon, Wed, Fri
Tues, Thurs

1:30PM
8:30AM

 Just "drop-in" anytime during any one of these one hour Q & A session - No need to be pre-registered. You may stay for as long (or short) as you wish. Please check the schedule since exceptions may apply. Join Now!
*No Q & A on July 4th and August 5th to 8th.
INTERNET-Based ClientBase Browser and ClientBase Online Q & A Sessions

Jun 27
Jul 11
Jul 18
Jul 25
Aug 1
Aug 15
Aug 22
Aug 29

 Friday
 11:00AM

Just "drop-in" anytime during any one of these one hour Q & A session - No need to be pre-registered. You may stay for as long (or short) as you wish. Please check the schedule since exceptions may apply. Join Now!

Getting Started

Jun 23
Jun 30
Jul 7
Jul 14
Jul 21
Aug 11
Aug 25

 Monday
11:00AM ClientBase: General Overview
Jun 25
Jul 2
Jul 8
Jul 18
Jul 24
Jul 30
Aug 12
Aug 26		 Wednesday
Wednesday
Tuesday
Friday
Thursday
Wednesday
Tuesday
Tuesday		 9:00AM
11:00AM
2:00PM
10:00AM
10:00AM
8:30AM
10:00AM
2:00PM		 ClientBase: Frontline Travel Agent Overview
Jul 2
Jul 17
Aug 4
Aug 20		 Wednesday
Thursday
Monday
Wednesday		 10:00AM
12:00PM
10:00AM
12:00PM		 Starting with the Basics - Merge to PNR
Jul 1
Jul 16
Aug 1
Aug 19
 Tuesday
Wednesday
Friday
Tuesday		 10:00AM
12:00PM
10:00AM
12:00PM		 Starting with the Basics - Profile Skills
Jun 24
Jul 9
Jul 23
Aug 14
Aug 26		 Tuesday
Wednesday
Wednesday
Thursday
Tuesday		 12:00PM
10:00AM
12:00PM
10:00AM
12:00PM		 Starting with the Basics - Res Card Skills
Jul 3
Aug 12
 Thursday
Tuesday		 10:00AM
10:00AM		 Starting with the Basics - Using Marketing Codes
Jul 8
Jul 22
Aug 13
Aug 21
 Tuesday
Tuesday
Wednesday
Thursday		 10:00AM
12:00PM
10:00AM
12:00PM		 Starting with the Basics - Using Reminders and Res Cards
Agency Database Administrators
Jun 16
Jul 24
Aug 18		 Monday
Thursday
Monday		 9:00AM
10:00AM
10:00AM
 Setting Up Document Templates and Label Defaults
Jul 17
Aug 29		 Thursday
Friday		 10:00AM
9:30AM		 Setting Up Live Connect for Agency Use
Jun 30
Jul 30
Aug 25		 Monday
Wednesday
Monday

9:00AM
11:00AM
9:00AM

 Setting Up PNR Rules and PNR Entries

Jul 9
Aug 15

Wednesday
Friday

 11:30AM
9:30AM		 Setting Up Res Card Defaults
Jul 3
Aug 14		 Thursday
Thursday		 11:00AM
11:30AM		 Customizing Res Card Trip Documents
Jul 1
Aug 11		 Tuesday
Monday		 11:00AM
9:00AM 		Setting Up to Invoice from Res Cards
Frontline Agents
Jun 24
Jul 23
Aug 27		 Tuesday
Tuesday
Wednesday		 10:00AM
10:00AM
8:30AM		 Advanced Profiles
Jul 8
Aug 12
 Tuesday
Tuesday		 12:00PM
12:00PM		 Inventory Manager: Overview and Setup
Jul 16
Aug 28
 Wednesday
Thursday		 10:30AM
10:00AM		 Inventory Manager: Using Res Cards to Pull from Inventory
Jun26
Jul 31
Aug 27		 Thursday
Thursday
Wednesday		 10:00AM
10:00AM
10:00AM		 Using Activity Manager to Organize Your Day
Jul 30
Aug 28		 Wednesday
Thursday		 10:00AM
10:00AM		 Using ClientBase to Communicate with Customers: Merge to Document Template, Merge to Label, and Merge to E-mail
Jul 10
Aug 13		 Thursday
Wednesday

12:00PM
11:00AM

 Using Live Connect to Arrange Travel: Reservations, Insurance and Foreign Currency Purchase
Jul 15
Aug 22		 Tuesday
Friday		 12:00PM
9:30AM		 Using Queries to Increase Sales on the Agent Level

Jun 25
Jul 10
Jul 24
Aug 19
Aug 27

 Wednesday
Thursday
Thursday
Tuesday
Wednesday		 12:00PM
10:00AM
10:00AM
10:00AM
12:00PM		 Using Res Cards (Part 2) for Invoices, Itineraries & Trip Statements
Jun 26
Jul 15
Jul 31
Aug 20
Aug 28		 Thursday
Tuesday
Thursday
Wednesday
Thursday

12:00PM
10:00AM
12:00PM
10:00AM
12:00PM

 Using Res Cards (Part 3) Advanced Skills
INTERNET-Based ClientBase Browser and ClientBase Online
Jun 27
Jul 11
Jul 22
Aug 13
Aug 26
 Friday
Friday
Tuesday
Wednesday
Tuesday		 11:00AM
8:30AM
11:30AM
8:30AM
10:00AM		 ClientBase BROWSER (INTERNET-based) and ClientBase Online: Getting Started with the Basics
Management / Marketing Team
Jul 18
Aug 15
 Friday
Friday		 11:30AM
11:30AM		 Query and Print Labels and Letters
Jul 2
Jul 17
Aug 1
Aug 14
 Wednesday
Thursday
Friday
Thursday		 9:00AM
1:00PM
8:30AM
1:00PM		 Using Blast E-mail
Jul 25
Aug 29		 Friday
Friday		 11:30AM
11:30AM		 Using Reports to Manage, Market, & Understand Your Database
Specialized Classes
Jun 24
Jul 29
Aug 26
 Tuesday
Tuesday
Tuesday		 8:30AM
8:30AM
8:30AM 		ClientBase & TBO: Automate Your TRAMS Procedures
Click Here
Jul 30
Aug 28
 Wednesday
Thursday		 11:30AM
11:30AM 		Enhanced Group Management for TBO and ClientBase
Click Here
Jul 17
Aug 26

Thursday
Tuesday

 10:30AM
8:30AM 		How to Download and Update TBO (or ClientBase), Use of Knowledge Base and Help Files, and TRAMS Crystal Reports
Click Here

View a listing of all our Recorded Trainings

If you require assistance with getting started, importing profiles from another source or our QuickStart
Training Program please contact:
Training@trams.com

For additional information or assistance on any features including:
Setting Up User Logins and Permissions
Setting Up Global Defaults
Dupe Check
Global Modify
Case Converter
Backup/Restore
ClientBase Browser
Please contact
Implementation (Implementation@trams.com)
Support (Support@trams.com)

Or check out our Recorded sessions:
http://www.trams.com/cbi/cbp.thtml

Or join one of our daily Q & A Sessions:
https://clientbase.webex.com/


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

06/23/08 11:23a by Jeanne




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