Changes between ClientBase Windows 3.07.02 and 3.07.03 Merge to E-Mail Related - Enhanced Merge to E-mail error logging to record retries when there's a failure in sending the message. - Fixed a problem were a resized signature image would increase in size when the message was retrieved in Outlook, and again when the message was replied to. Live Connect Related - Addressed an issue where importing live connect reservation resulted in an access violation error. PNR Import Related - For Apollo, addressed an issue where the same ticket had more than one passenger entry in the reservation. - For Apollo, fixed an error that occurred when no Interface ID match was found. - For Amadeus, updated the logic for how airline details are imported from the PNR AirSegment vendor: -If it is a ticketing airline, then check if there is already a Reservation for that airline. -If there is, then attach the segment to that Reservation. -If there is none, then create a Reservation and attach the segment for that Reservation. -If it is not a ticketing airline, then check which Stored fare the segment belong to based on the depart/arrive city. -If a stored fare is found, then get the ticketing airline from the pool of airlines on that stored fare. -Search if any of the stored fare pool of airlines is a Ticketing airline. -if there is, then create a Reservation for that Ticketing airline. -If there is none, then create a Reservation with the AirSegment Airline. -If a stored fare is not found, then create a Reservation with the AirSegment Airline. Inventory Related - Fixed issue where Itin/Invoice and Agent Remarks disappeared after modifying an existing inventory and saving the changes. - Fixed an issue with re-allocating inventory from a sync de-activated database. It is now possible to re-allocate inventory from a sync copy database that has been de-activated. Report Related - Fixed an error that occurred when modifying the page setup of the Profile User Stat and Res Card Agent Statistics reports. Miscellaneous - The warning message that display when the Trams Database backup has not been performed will now prompt after 5 days instead of 20. Update File Related - Update now renames "CBPlus" program shortcut as "ClientBase" in the Start Program and Desktop. - Running the CBW Update now clears the entry in the registry that stops the backup reminder prompting message. 1 Changes between ClientBase Windows 3.07.01 and 3.07.02 Profile Related - Added new Marketing Code E-Matrix into the PUBLICATION CODES2 Category for Ensemble Private Label. - Warning messages about Optional and Required fields are no longer presented when the Profile is inactive. E-mail Related - Fixed an issue with Plain Text and/or Signature added in a Raw HTML e-mail. The changes were not appended automatically into the Mailer record.
- Fixed a problem where the specified greeting was not included in the e-mail message when using e-mail client MAPI Only. - Fixed a problem where text and merge fields inserted into a loaded e-mail document template were not included with the sent message when using e-mail client MAPI Only. - Fixed a problem where the text content of a formatted text mode message was excluded when changing the message mode to raw HTML after previewing the message. PNR Import Related - Fixed the capture of the ticket number when importing automated MCO from Sabre. - Fixed how Child passenger type and fare is captured with Worldspan PNR Import. - Fixed how PNR import was creating the passenger name when the name contained suffix of roman numerals (example, John Smith III) - For Amadeus, fixed how reservation and passenger pricing is captured and populated multiple passengers are ticketed in the PNR. - For Amadeus when importing the Stored Fare the passenger names are not matched. - Addressed a range check error during PNR Import with Apollo. Inventory Related - Fixed a problem where a "Key violation" error would occur when browsing a long list of inventory records. Live Connect Related - Addressed the issue with Travel Guard eztips via Live Connect displaying an error message upon import of a reservation. - Added SmartCap for passenger names when importing a reservation via Live Connect with Walt Disney Parks and Resorts and Amadeus Cruise. Passenger names that were importing as All Caps i.e. JOHN SMITH will now import as John Smith. Itinerary Related - Removed the Family Member/Employee Meal Preference on the Client Quote and Itinerary No Pricing for Air and Rail Service Provider Passenger segments. Invoice Related - Fixed a problem where, when CC Merchant was the default FOP for the invoice or reservation, the expiration date for the credit card was not saved on the Trams Back Office payment. - Addressed an issue where the complete Cruise Itinerary was not printing on invoices when workstation had InterBase XE 1.0.0.3 installed. Global Defaults Related - "Actual Size" is now checked by default when adding a picture to a header or footer. - Fixed a problem where empty picture box would cause an error when generating an invoice (or any document using a header/footer) and the header/footer elements would disappear after upgrading to v3.07. Query Related - Updated the query field for Zip Code to allow only uppercase alphanumeric characters. - Fixed a problem where the list of available Res Card group names did not have an alphabetical sort order. - Addressed an issue where a Res Card Manager Level 3 More Field query was prompting an error. Dashboard Related 2
- Updated the Marketing Dashboard and Profile Quality Analysis reports to display birthdates correctly. Performance Related - Addressed Profile Manager query performance when criteria included Res Cards Trip Dates, Create Date, Status, Reservation Cycle and Marketing Source. Database Update Related - Fixed a problem with the CBPlusUp.exe where upgrading a database from version 99.2 resulted in: error -204 Trigger unknown UPDATEPROVIDERDATES. - Fixed a problem where Inventory Itin/Invoice Remarks and Agent Remarks which had a carriage return at the start of the first line were deleted after running the CBPlusUp.exe. - Addressed database upgrade error "Violation of FOREIGN KEY Constraint on table SYNCDBGUID" when running CBPlusUp.exe. Miscellaneous - Fixed an issue where the following fields could not be modified on a sync copy database: Utilities Branch settings for Next Sales Invoice No, Nest Refund Invoice No, and Next Receipt No fields. - Fixed random access violation error on rtl150.bpl working in ClientBase caused by Default Field Values for New Profiles. Host Command Related - Addressed an issue where the passenger birthday was not merging to PNR with Host Command. Synchronization Related - Fixed synchronization of saved queries with More Fields categories retrieved as unresolved items. Update File Related - When installing the update, if IBBackup version 2.07.00.000 is found, it will be replaced with IBBackup version 2.06.00.007. Changes between ClientBase Windows 3.07.00 and 3.07.01 Profile Related - Fixed issue with Family Member/Employee remarks being cleared when saving a profile. Res Card Related - Changed the prompt when updating Res Card status to Cancelled when reservations with status of Confirmed still exist from mandatory to a warning prompt, allowing reservations such as Insurance and Service Fees to remain un-cancelled even if the trip as a whole was cancelled. Live Connect Related - In an ongoing effort to protect credit card data as well as well as highly sensitive login and password data, the Live Connect feature will no longer pass this data to a URL that does not use a secure connection via HTTPS (as opposed to HTTP). As a result of this change, credit card and login data was also removed from Live Connect Providers that utilize passing the data to a local file rather than a URL. Examples of Live Connect Providers that use a local file include Allianz Agent Max and Travelguard eztips. With this update, live connect will once again have the option to include credit card and login data for providers that use local file. Backup Related - Fixed issue with Full and Incremental Dump backup options which was creating a FULL backup instead. Alias Utility Related - Fixed an issue where the Test Path button returned an error if other users were connected to database. 3 Changes between ClientBase Windows 3.06.03 and 3.07.00
Profile Related - Updated the default order in which communication entries appear when creating a new profile. The order is now Primary Phone, Phone, and Primary Fax. - Updated Marketing Codes for Signature Travel Network private label. - Mailer Type column has been added to the Activities tab of profiles. - Added e-mail address validation to the Family Member/Employee communication entry field. - Entries in the Additional Name field that contain slashes will now display correctly on the profile header. - Receipts can no longer be created for a negative amount. Users will now receive the message 'Receipt Amount must be greater than zero.' - Fixed error "Invalid date format" when viewing profiles when the workstation's Regional Setting was set to use periods or dashes as the date separator. - Entering free flow text in the Card Description field no longer overwrites the free flow text entered in the Card Code field, and vice versa. - Added Air Seat Preference to the Family Member/Employee tab column listing. Merge to PNR Related - Updated Merge to PNR so that profiles that have credit card numbers with the same last 4 digits will merge the correct number to the PNR. An indicator such as CARD2 will be displayed next to card numbers on the PNR selection and preview screens. The indicator will not be merged to the PNR and should not be edited out on the PNR Preview screen. - Amadeus Merge to PNR now allows alternative symbols for e-mail addresses that contain an underscore. - Amadeus Merge to PNR passenger name fields are sent to Amadeus in alphabetical order. A passenger name number is assigned based on the same order. - Fixed a problem in Cruise Program rules that prevented display of the rule in Preview window. Activity Related - Global Setting "Default New Reminder with Alarms Turned On" now works with Inventory and Live Connect [Payment Due Date] reminders. Document Template Related - Document templates that contain merge fields with email (instead of e-mail) will now work correctly. - ClientBase Windows now works correctly with the ClientBase Browser/Online merge fields Primary Agent Email, User Login Agent Email, Email and Email Description. - Addressed an issue where document templates were not spacing the elements of the letter correctly and printing some items on the second page of the document. E-mail Related - Merge to E-mail formatting toolbars now wrap to a third row and all buttons are displayed when monitor resolution is low. - Addressed an issue where letters with accents were losing the accents on the received e-mail. - Fixed an issue where saving a raw HTML e-mail to file and then loading into a new e-mail was not working correctly. - Fixed an issue where reminders sent to Outlook were not in the correct format when retrieved on a Microsoft Exchange 2010 mail server. - Fixed an issue with batched reminders that were not sent to Outlook correctly. - Resolved an issue with SMTP email Subject field where special characters were being converted to garbage. - Addressed the error "Cannot focus a disabled or invisible window" that occurred when a SMTP e-mail message included Greeting information and Auto-Create mailer setting was enabled. 4
- Fixed an issue with Merge to E-mail sending Client Survey report from the Profile Manager selected results. The e-mail attachment will now include only the Client Survey report with profile data that corresponds to the e-mail address. - Fixed a Merge to E-mail issue with document template where the merge field «Primary Town/Suburb» was inserted as «Primary City» when loaded into the body of the message. Res Card Related - Added a prompt upon changing Res Card Status to Cancelled if reservations exist with a status of Confirmed. Reservations with Confirmed status must be updated before changing Res Card status to Cancelled. - If a reservation has been invoiced, the Invoiced Outside CB checkbox will be disabled. - Updated Air reservations to use correct tabbing order when entering an airline code and populating the vendor name. - Addressed an issue with inconsistency in order of passengers when creating new Res Card and Default All Family Members for Leisure Profiles is turned on. - Addressed an issue where the Res Card Totals were not rounding correctly and the displayed Invoiced Total and Balance were a few cents off. - Addressed an issue where changes made to Service Provider dates were not saving when Service Provider entry was duplicated and the travel category was changed from cruise/tour to hotel. - When entering an air vendor name, the airline code will now populate correctly whether the Issued through ARC/BSP box is checked before or after the vendor name is entered. - Addressed an issue where the address data from Address Line 2 was not populated correctly on the Res Card Bill To/Ship To fields. - Updated the user defined field "Reservation Cycle" to allow a maximum of 30 characters because the Res Card Reservation Cycle field only allows 30 characters. Invoice Related - Edits to credit card numbers and expiration dates can no longer be made at the invoicing level. Now, when a user types anything new into the CC field and a CC number already exists, a prompt 'Modifications to the credit card number and/or expiration date should be done at the profile level. Select OK to clear the payment field and re-enter the full credit card number' appears. The user has the option to Cancel, which undoes the edits and leaves the full CC number saved to the database. - Invoices generated in ClientBase that contain a passenger middle name now pass the middle name to the Trams Back Office passenger name field in the booking record. - Fixed an issue where CommTrack Show as Paid bookings that were voided in Trams Back Office were showing on ClientBase Invoice reprints as both Paid and Payment Due. - Tweaked the format of the invoice when there are multiple booking payments that were running off the bottom of the invoice page. The grey payment box will now page break. - Resolved an issue where, if all address fields contain data, the last line of the address data was overlapping with the first Reservation label on the invoice. - Addressed an issue where un-checking the invoice format setting "Include Summary of All Reservations" caused a service fee line item to be added to the Invoice Base and the invoice total to display as zero. - Fixed an issue where cancelling a reservation and zeroing out the reservation amounts resulted in the generated invoice displaying incorrect amounts for Prior Invoiced Totals and This Refund Invoice Totals. - Invoices with air travel category using condensed format now print separate prices for each passenger. - Addressed an issue where changes to the Dom/Int l indicator on a reservation were not being saved. 5
Invoice and Client Quote Invoice Style Format Related - Updated Invoice and Client Quote Invoice Style to include a graphic for transportation reservations and service providers. - Fixed a cosmetic issue on the Invoice and Client Quote Invoice Style where the word "Base" was cut off when the reservation had Charge As pricing. - In order to improve spacing with pricing and itineraries on the Plain Text invoice and Plain Text Client Quote Invoice Style that is e-mailed, the default font for e-mail mode Formatted Text is now Courier New. - Resolved an issue where, if Reservation and/or Service Provider remarks contain a blank line at the top of the remarks, the blank line was omitted from the Invoice and Client Quote Invoice Style (PDF and plain text). - Resolved an issue where passenger names were truncated on invoices and the Client Quote Invoice Style when Itemization was used. - Resolved a problem where the Non-Arc passenger pricing Prior Invoiced Balance figure was not being calculated correctly if more than one passenger has the same name. Matching is now based on ticket number and name. Itinerary and Trip Statement Related - Addressed an issue with the e-mailed version of the Trip Statement where columns were misaligned. The e-mail and attached PDF will use Arial as the default font. - Addressed an issue where the Day by Day Itinerary (Depart Only) displayed December 30 1899 when the Arrive Date was blank on the Cruise/Tour itinerary. Live Connect Related - "Send all information including Login/Credit Card" option has been removed from prompt when launching a Live Connect provider that uses HTTP (unsecure site) instead of HTTPS. - Live Connect Provider for Amadeus is updated with the URL: http://amadeuscruise.com/deprecated/cruise.asp? - Upon running the CBPlusUp database upgrade, the following providers will be added to the list of Live Connect providers: Allianz Travel Insurance, Brendan Vacations, Contiki Vacations, Insight Vacations, Trafalgar, MHRoss.com, Globus Family Agent Lingo, Travel Bound Canada, Tandem from Passport Online, and VacationSelect. Updated the URL for the following providers: Classic Vacations, Travel Bound, and VAX Tour. Inventory Related - Inventory Detail record can no longer be deleted in the Inventory Manager if there is only one detail record for the inventory and the [INVENTORYDETAIL] column is displayed in the Inventory Manager. PNR Import with Apollo Related - Invoice/Itin remarks from the PNR will print on the CB itinerary and invoice when requested for inclusion on itinerary. - For Apollo, PNR Import will no longer override one MCO with another when importing into existing Res Card. - The import will now read additional information including property name from a manual hotel from an Apollo PNR. - PNR Import no longer reads T-lines if preceded by Trams descriptor codes. -Fixed how multiple tickets for multiple passengers are read from the PNR - the import process will now create duplicate passenger records in the reservation to accommodate additional ticket numbers. PNR Import with Amadeus Related - Fixed how the import reads commission value when entered as an amount vs. a percentage. - Fixed an issue with car segment time formats not importing correctly. PNR Import with Sabre Related - Resolved an issue with PNR Import and Windows Regional Settings in Japanese. The Windows language for non- Unicode programs must be English. 6
- Added some logic to sort the segments by date on the service provider screen. - Fixed an import issue where the service fees amounts per person were not imported correctly. - Addressed an issue where the service fee MCO was not importing. - The import will now capture the service fee when issued with an AA ticket. - Fixed an error when importing Amtrak segment that had no name number in AC line. - Fixed how PNR Import reads SEBURA bookings. The import will correctly read the vendor name when available in the PNR. - Addressed an issue with the trip dates importing incorrectly when the PNR included tickets with multiple carriers. - Addressed an issue where the class of Service for R fare codes was importing as economy instead of business. - Fixed a problem where PNR Import read multiple tickets as conjuncted. - Updated the calculation for single-day car rentals where the PUP and DOP dates are the same - the segment will import as a 1 day rental. PNR Import with Worldspan Related - The delimiter of [.] as a space in name field is now read correctly. - Fixed the import to capture the pickup time in car bookings when available. - Changed the car type descriptions to correctly read Full size car types. Global Default Related - Addressed error "Size Mismatch - Field DESCRIPTION size is too small for data" that occurred when saving Insurance Prompting. Performance Related - Improved speed of Res Card Level 3 queries with criteria that included Trip Start Date, Res Card Status, Confirmed Total Fare, Travel Category, and Vendor Name. - Improved speed of the Res Card Closed Ratio Report when there are a large amount of Res Cards in the database and using report option Sort By Marketing Source. - Enhanced performance of the Profile Manager Travel History date field queries. - Enhanced Profile Manager Level 3 performance querying for State + Confirmed Total Fare for large databases. - Optimized Profile Manager queries with multiple selections in the same Marketing Category. - Fixed a performance issue where ClientBase Windows CPU utilization stayed high during long Manager queries. Query Related - Added a FROM and TO [Zip Code] filter criteria in the Level 3 Query Managers to query for a range of Zip Codes (for example, FROM 90020 TO 90029). - When running a query, the Refresh and Reset buttons and any other buttons that affect the query are disabled until the results of the query are returned - Addressed an issue where the Destination drop down contained the same entry more than once and only 1 entry had been selected - applying the Res Card will no longer lose the selection. - Fixed an issue where the Activity Manager Level 3 Count was incorrect when results contained over 2500 records. - Fixed an issue where the Res Card Manager Level 3 Count was incorrect when results contained over 2500 records. - Fixed an issue where the Res Card Manager Count was incorrect when [Destination] column was included in the results. 7
- Fixed an issue where Activity Manager query for Notes, Mailers and Untimed Reminders by date range included results that were a day ahead or a day behind the specified date range. Report Related - Updated the format of the Client Survey. Also updated the information that appears on the report: Family Member/Employee Middle Name Associate ID and Membership ID (if fields are enabled) Loyalty Program Name on Account Passport Issuing City/Country Gender Information from the profile that will no longer appear on the Client Survey: Loyalty Program Expiration Date - Updated the format of the Client Survey so that longer Marketing Codes are no longer cut off. - Page Number now displays at the bottom of the Current Query Results Manager Reports. Encryption Related - The CBPlusUp.exe will now mask credit card numbers in Res Cards, Payments, and Profiles entered in certain formats that were not previously masked during the encryption routine. - The CBPlusUp.exe no longer masks fields where the pay method is EFT when encrypting a database. Database Update Related - Running the CBPlusUp.exe now automatically sets database properties setting "Forced Write" to enabled. The prompt that occurred in previous versions when Forced Writes were disabled will no longer display. - When EUA Enabling, the CBPlusUp.exe now prompts the Login Security Settings to set default strength and expiration. - CBPlusUp database update now prompts message and will not continue if duplicate deposit payments exist for the same invoice. Message is: "Database has Duplicate Deposit Receipts. These must be corrected before upgrading. Please Contact Support." Dupe Checker Related - Improved performance of Dupe Checker when using Address and Communication fields. - Fixed a Dupe Checker display issue where the results of the dupe checker were not showing the colors for each group correctly. - Fixed an issue with Dupe Checker filter Interface ID not grouping matches accurately based on the length of the Interface ID value. Miscellaneous - When a record is deleted from a manager, the record will now display with strikeout until the query is refreshed. This change applies to the Profile, Res Card, Activity and Inventory Managers. If running reports after deleting records, it is recommended that the query be refreshed; otherwise, the deleted records may appear on the report. - Addressed an issue where using File Login and logging into the same database caused ClientBase to freeze. - Addressed a floating point error that occurred when printing to a specific HP printer model. - Fixed an issue on Windows 7 that occurred when logging into a local database if "localhost" was not added to the alias path. - Updated the verbiage for archiving the SYSDBA password - the checkbox will now be labeled "Create Password Recovering File." When modifying the SYSDBA password, the setting will be turned on by default. - ClientBase Windows Help Files are now web based. When accessing help files via Help Contents, the help files will be launched via Internet Explorer. GST/VAT and International Version Related - Addressed an issue with PNR Import and international versions. The GST/HST/VAT codes were not being read correctly, so the GST/HST/VAT amounts were incorrect. 8
- For ABACUS version: On Client Survey, removed the comma between the City and State. Alias Utility Related - Updated the utility to be compatible with Windows 7. To add, modify or delete a global alias the Enable Global Aliases Updates button must be selected and user must select Yes/OK on the Windows prompt. If the Enable Global Aliases Updates button does not display on the Alias Utility, the Windows User Account Control is not enabled. - Utility is file based only (TramsAlias.INI). There is no longer backwards compatibility with the registry. - Removed IB Events, since it is no longer used by ClientBase. - Removed the Advanced button. - Tabbing through screens is more consistent. - When a path is highlighted, selecting Enter will open the path. - Added Sabre branding. - The OK button on the Add/Modify window is not enabled until a change is made and all required fields have data. - When performing Test Path, the cursor will change to an hourglass. Profile Import Utility Related - Added ability to select a Constant value for the Profile Modified Date/Time. Options include Selected Date (via a calendar), Current Date Only and Current Date and Time. - Updated the import process to allow marketing codes that have 80 or less characters. - Fixed an issue where Profile Import was not updating the Profile.Active field from Y to N when using import option to Update if PROFILENO Matches. - Added Sabre branding. Sabre Host Command Related - The utility now checks for mysabre API configuration in Sabre Red Workspace and prompts if the API is not enabled. - Addressed an issue where the agent entries were displaying on the PNR Builder incorrectly. Agent entries that are associated with the user's agent profile are now displayed. - Fixed an error "Filter expression incorrectly terminated" that displayed after selecting a passenger name from the PNR builder displayed when using entry CB*1. -Fixed an issue where profiles containing more than 100 passengers were not merging correctly. - Fixed the merge of passenger information using the entry: CBN*[ProfileName]-[PassengerLast/PassengerFirst][End]NM. Virtuoso Utility Related -Removed the Use Profile Address and For the month of options. The Primary and Secondary address are exported. -Business Phone and Mobile Phone are now exported as blank values. -Additional Name information is now exported if ClientBase database is v3.06 or higher. If database is an older version, a blank value will be exported. - Utility now automatically trims the exported phone number if it does not include the default country code, for example. - Utility now exports the "Agtid" as the Primary Agent's Interface ID instead of the Client's. - Fixed an issue where Virtuoso Marketing Category mapping to ClientBase Windows categories did not stick. Backup Utility Related - Advanced Backup Options have been removed from the IB backup utility. 9
- Removed the warning message when doing a backup from a machine where the IB client version is newer than the IB server version. - Updated IB Backup to use Spanish when user's workstation has Spanish selected in Control Panel Regions and Settings Format tab. Amadeus PNR Extract Utility Related - Addressed an issue where the Amadeus PNR Extract Utility was presenting an access violation. - Updated Amadeus PNR Import utility so it's easier to use on Windows 7. GlobalWare Utility Related - Addressed an issue with the ImpAirline/Chain value. If an airline number exists in the ClientBase vendor profile, that value will be sent to GlobalWare. If no airline number exists in the Clientbase vendor profile, the Interface ID value will be sent instead. 10