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May 2010

Tips

Summer Camp is Coming! Mark the date and register for Summer Camp. Last Week in August at the Hyatt - Gainey Ranch in Scottsdale. We are planning a fun few days and it is a real learning experience. An owner of a larger agency who is a member of a major consortium told me the other day that he gets more bang for his buck out of sending his staff to Trams Conferences than any other conference in the industry, “bar none”. Summer Camp Details Here.

CB means ClientBase. Just so you are aware of the use of this abbreviation in this newsletter. We call ClientBase "CB" - when we are referring to any version. CBW is the ClientBase Windows version that we referred to as ClientBase Plus. CBO is ClientBase Online and is the browser version that we run on a Oracle database.

Said It Last Month - Will Say It Again. If you are not using TouchBase, you are missing the boat. In the past week I have had users mention to me how much they love it. Customers are calling and emailing to thank them for the birthday greetings and welcome homes. Ask your Trams Sales Rep about it or email Sales@trams.com.

Have You Used Help in ClientBase? Try using help in CBW - top left Menu Item. Use the Index Tab and just type one or two words to see available topics for that entry. Under the Contents tab are the actual chapters of the CB manual. Read one of the chapters online to get a more in-depth overview of that program area - this saves lots of paper too! If you think we should update, change or add something, send your suggestions to training@trams.com.

Live Connects - Documentation. If we announce a new Live Connect between releases of CB, the Help documentation is attached to listing in the Live Connect section of CB at www.trams.com. Regent Seven Seas is a good example of this. You will not see their documentation in CBW until the 3.6 release. See the Regent setup instructions here.

InterBase - What Version Are You Using? Did you know our newest Interbase Version 8, IB2007, will give your database better performance? Click on Help|About within CBW and check out the IB Server Version. If it's V7 or below, email support@trams.com and upgrade to V8 (Version 8.) It is a free upgrade to 99.9% or our customers.

Good Idea to Test Integrity of Daily Backup It is a good idea to restore the back up your Trams database monthly, using the Trams Backup/Restore utility, BUT restore it to a different alias to check the integrity of the database. (The restore process also cleans up any index issues in the database by regenerating them.) NEVER restore Trams.ib (older version are Trams.gdb) until you have restored the backup someplace else.

  1. Go to Start|Programs|Trams|Alias Utility.
  2. Create an alias named Backup and type: C:\Program Files\Trams\Database\backup.ib (older versions it's .gdb). Do not test as this database does not exist until you restore your backup to it.
  3. Restore the last backup to the Backup Alias (it creates the new backup.ib [older versions.gdb] when it does this). IMPORTANT: If you get any error message and cannot complete restore, call or e-mail support for help immediately.
  4. Log into ClientBase with the alias, Backup, and make sure all was restored correctly.
  5. If you can look at the details of one profile, the database is healthy.
  6. You might want to restore again using your regular alias to clear up index issues, but only after completing step 5.
Read About It

Those of us on beta versions of ClientBase are seeing all the new features in CBW 3.6. There are some really neat new things. Here are just a few.

  1. Level 3 queries for Activities and Res Cards.
  2. CBWcan be set to work with Outlook:
    a. Outlook Calendar can be updated with CBW Reminders
    b. Emails sent in CBW are included in Outlook Sent Box
  3. Dashboard with integrated Crystal Report Access
  4. Multi-currency enhancements
  5. Color coding profiles for differentiating clients
  6. New field in Leisure profile for significant other.

CBO 2.3 includes

  1. Wizard option for ease in building new profiles
  2. Outlook Integration – Same as CBW 3.6
  3. Travel History Filters added to advanced query
  4. Profile Statistics Reports

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