Client File
0 .................................................................................................1
Module Objectives ....................................................................................................................... 1
Agency, Business, Personal Files .................................................................................................. 2
Agency File ................................................................................................................................ 2
Business File .............................................................................................................................. 2
Personal File .............................................................................................................................. 2
Displaying Profiles ........................................................................................................................ 3
Search and Move .......................................................................................................................... 7
Moving Client File Information into a Booking File ...................................................................... 7
Agency File Move ...................................................................................................................... 7
Business File Move ................................................................................................................... 7
Personal File Move ................................................................................................................... 8
Moving from a Displayed File ................................................................................................... 8
Moving Selected Lines from a Displayed File ........................................................................... 8
Client File Association .................................................................................................................. 9
Client File Disassociation .......................................................................................................... 9
Summary ...................................................................................................................................... 9
You can keep information about your agency, corporate accounts, and your travelers in Galileo Client Files. By having this information stored, you can move most traveler data from the Client File directly into the Booking File. The three levels of Client
Files are:

Agency

Business

Personal
Upon completion of this module, you will be able to:
Describe Agency, Business, and Personal Files.
Display Client Files.

Move Client File information into a Booking File.
Agency, Business and Personal Files comprise the three levels of Client Files in
Galileo. Each Client File level can have a maximum of 200 lines.
The Agency File contains information pertinent to your travel agency. There is one
Agency File for each pseudo city code and Travelport creates it. The Agency File includes agency policies and procedures for common tasks, such as ticketing and accepted forms of payment. It includes the agency’s phone number that moves to the first Phone field in the Booking File.
The Business File contains information pertinent to your corporate accounts.
Business Files contain a business phone number for each corporate account and related information, such as the form of payment and any applicable discounts.
The Personal File contains information specific to your individual travelers. Personal files contain the customer’s name, phone number, and address, preferred form of payment, frequent flyer numbers, discount numbers, and meal and seating preferences.

You can display Agency, Business, and Personal Files. The function identifier to display a Client File is: C*
The following tables list profile display formats.
To display: Use this format:
Agency file
Business file
Personal file
Client Files associated to an active Booking File
List of Business Files
List of Personal Files
C*
C*ACME
C*ACME-WILLIAMS
*CL
CLB
CLP/ACME (ACME = Business file name)
To redisplay last active: Use this format:
Client File
Business file
C*R
C*B
Personal file C*P
Below is an example of a displayed Business File.

The following table lists the components of this Client File screen.
Component Description
EA7
GALILEO TRAINING
ESSO
1
N
Agency PCC.
Travel Agency’s name
Business file title
Line number
Line type (see next table for a list and explanation of all line types)
/
ESSO OIL CORP
Separator
Line content – Name of file
Note: The information on lines that are supposed to be copied into Booking Files must be in valid Booking File format.
The following table lists all the possible line types and a description for each type.
Line Type Description
Y (Yes)
O (Optional) When moving the Client File into a Booking File, O lines are copied only if requested.
N (Never) When moving the Client File into a Booking File, N lines are never copied. This line can contain free text.
B (Blank)
When moving the Client File into a Booking File, Y lines are copied by default.
R (Related)
Blank line. Makes it easier to read the Client File or divide sections.
The information on R lines is segment/name associated. When moving the Client File into a
Booking File, R lines can be copied only if the flight segments and names are already present in the
Booking File. They must be moved separately from other Client File lines.

Below is an example of the list of Personal files associated to the ESSO Business file
(CLP/ESSO).
It is possible to access individual Personal files with the use of the mouse by clicking on the titles shown in green.
Below is an example of a Personal file.
Note: The items presented in green may be clicked upon to carry out that function.

You can also use the Travelport Smartpoint search and move functionality. Using the function Identifier: SCF and the Personal title, you can search for a Personal title without having to know the Business title it is attached to
Example: SCF ROYDEN
To display the profiles you can click on the green interactive title.
To move the client file into a PNR there are 3 options to move the BAR, PAR or both.
Click on the option you require to move the file.
There are many ways to move Client File information into a Booking File ranging from moving just one level through to all levels. This example will focus on the following three ways:
From the Agency File only .
From the Agency File and a Business File.
From the Agency File, a Business File, and a Personal File.
The function identifier for moving Client File information into a Booking File, without having the profile displayed, is: CMT
To move your Agency File information into a Booking File, type CMT followed by a slash (/), end item (+), asterisk (*), and your name and press Enter.
Example
CMT/+*SHARON
To move the Business File information, along with the Agency File information, enter
CMT, followed by a slash (/), Business File title, slash (/), end item (+), asterisk (*), and your name.
Example
CMT/ESSO/+*SHARON

To move the Personal File information, along with the Business File and Agency File information, enter CMT, followed by a slash (/),Business File title, dash (-),Personal
File title, slash (/), end item (+), asterisk (*), and your name.
Example
CMT/ESSO-ROYDEN/+*SHARON
To move information from a displayed file, type CM followed by a slash (/), end item
(+), asterisk (*), and your name and press Enter.
Example
CM/+*SHARON
To move selected line numbers from a Business File, first display the Business File.
Then enter CMB followed by the select move identifier /S/, end item (+), and the individual line numbers or a hyphen (-) and the range of line numbers.
Example
CMB/S/+1+5-10
Note: You can move single lines or a range of lines.
To move selected line numbers from a Personal File, first display the Personal File.
Then enter CMP, followed by the select move identifier /S/, end item (+) and the individual line numbers or a hyphen (-) and the range of line numbers.
Example
CMP/S/+3+6+9-11
To move Related lines from a Personal File, first ensure the flight segments have been added to the Booking File and, also, that you copy the name before copying the R line. For this type of line, passenger association has to be specified in the entry.
Example
CMP/R/P-1

Moving data from Business or Personal Files to a Booking File creates an association between the Booking File and the Client File.
When multiple Client File associations exist, the first associated Client File in the
Booking File is the default active Client File.
Client File disassociation is the deletion of a Client File association from a Booking
File.
To disassociate Use the following format
All Profiles from the Booking File
Single Client File 2
CMREF@
CMREF@2
Selected Client Files (1 thru 3 and 5) from the Booking File
CMREF@1-3.5
When deleting Client File association, the system responds:
CLIENT FILE REFERENCE DELETED
In this module, you learned how to:

Describe Agency, Business, and Personal Files

Display Client Files

Move Client File Information into a Booking File