ClientBase Overview Database Administrators

ClientBase Overview for Administrators
Welcome to
ClientBase
This ClientBase Overview is designed to provide the database administrator with an quick reference to
setting up some of the most commonly used features in ClientBase. Usually an Implementation
Specialist calls and sets up an appointment with you to set up the program for use by your agents. If
you need assistance, please email implementation@trams.com. If you want to do the setup yourself,
this guide will help.
This is not the ClientBase Manual. The ClientBase manual, which has been designed to provide
detailed instruction for the database administrator, the front-line agents, and the agency management
and marketing teams, is accessible from every ClientBase workstation via electronic help files that are
updated automatically with every ClientBase release.
You may want to print out the section, entitled Setting Up ClientBase for Your Agency, located in the
electronic manual located inside the ClientBase help files tab, CONTENTS. The latest ClientBase
manual is also available for viewing using the Adobe Acrobat Reader from our Trams Products and
Services website at www.sabretravelnetwork.com/trams by selecting
Products|ClientBase|Documentation.
In addition to our technical documentation, we offer Recorded Trainings that provides interactive
training with the convenience of working on your own computer at your own pace. These are located
on our website under Training|ClientBase|Recorded Trainings.
We also offer a series of On-Line Training Courses (on our WebEx link at
www.sabretravelnetwork.com/trams) which breaks the program down into digestible bites and
provides one-hour live instruction within a small group. On-line daily Question and Answer sessions
are available for interactive question/answer forums with ClientBase support personnel and other
ClientBase users.
We further offer unlimited technical support by calling our team of highly trained support personnel at
310-641-8726 (provided you have signed up for this service), or emailing a question to
support@Trams.com.
Let’s face it, everyone learns in different ways and at different paces. Here at Trams and ClientBase
Products and Services, we provide you with a multitude of ways to learn ClientBase because the
sooner you begin reaping the benefits of ClientBase, the sooner you’ll be SELLING MORE TRAVEL.
We’re sure of it!
Here’s a checklist for the order to set up your program for use (Implementation will be helping you
with steps 1-7):
____1) Install Program.
____2) Import Profiles if needed.
____3) Set Up Branch info.
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