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GALILEO

Quick Reference
Client File

Galileo Switzerland AG
Training Administration, Case postale 776, 1215 Genve 15
Tel. 022 791 70 62 / Fax 022 791 70 60
Email : swisstraining@travelport.com

Apr-09

www.galileo.ch

SUMMARY 
 Client File 

Introduction.............................................................................................................. 2
What is a Client File ................................................................................................ 2
Client File hierarchy ................................................................................................ 2
-The Agency File ........................................................................................................................................ 3
-The Business File...................................................................................................................................... 3
-The Personal File ...................................................................................................................................... 3

Client File with Focalpoint ...................................................................................... 4


Client File creation .................................................................................................. 4
- Business File creation .............................................................................................................................. 4
- Personal File creation .............................................................................................................................. 4
- Transfer codes ......................................................................................................................................... 5

Client File Display ................................................................................................... 5


- Display inputs ........................................................................................................................................... 5
- Shortcuts .................................................................................................................................................. 6
- Printing ..................................................................................................................................................... 6

Client File transfer................................................................................................... 6


- From a displayed Client File..................................................................................................................... 7
- Directly without displaying a Client File.................................................................................................... 7

Client File modify .................................................................................................... 8


- Update data in a Client File...................................................................................................................... 8
- Rename a Business File .......................................................................................................................... 9
- Rename a Personal File........................................................................................................................... 9
- Copy a Business File ............................................................................................................................. 10
- Copy a Personal File .............................................................................................................................. 10
- Delete a Business File ........................................................................................................................... 11
- Delete a Personal File ............................................................................................................................ 11

Transitional Client Files ........................................................................................ 12


- Display Transitional Client Files inputs .................................................................................................. 12

Client File with Relay............................................................................................. 13


Client File creation ................................................................................................ 14
- Business File .......................................................................................................................................... 14
- Personal File .......................................................................................................................................... 15

Client File format verification ................................................................................ 16


Client File creation from a Booking File ................................................................ 17
Client File display.................................................................................................. 18
Client File modification.......................................................................................... 18
Client File deletion ................................................................................................ 19
Appendix ............................................................................................................... 20
Client File with Viewpoint ..................................................................................... 21
Client File creation ................................................................................................ 21
Client File transfer................................................................................................. 26

Page 1

Client File Quick Reference

Introduction
Client File Plus is an automated storage system that stores information regarding
company and customer preferences in the Galileo system, rather than storing it in
paper files. The stored information can then be referred to quickly and easily as
required or transferred into a Booking File when making a customers reservation,
saving both time and effort and ensuring accuracy.
Client File information may be accessed and utilised by the agency that created it,
and by associated branch offices linked by group coding or through Selective
Access.
With this brochure we provide you with the formats, which have been developed to
support Client File Plus with Focalpoint, Relay and Viewpoint.

What is a Client File


Clients File allows you to store various information for your customer in the Galileo
system, such as for example: its name, its telephone numbers, its credit cards, its
frequent flyer membership data, its seat preferences, etc...
As soon as the data is stored in a file, it will be at the disposal of the agency.
At the time of a new reservation, the concerned client file can be called so that all of
the passengers data are added automatically to the booking file.

Client File hierarchy


Client File Plus is organized in three levels:

Agency File

Business File

Personal File

Page 2

Personal File

Business File

Personal File

Business File

Personal File

Personal File

-The Agency File

This record contains details about your agency


Output of an Agency File:
1C8 /GALILEO TRAINING
AGENCY FILE
1Y/P.GVAT*022 789 456 GALILEO TRAVEL GENEVA
2Y/T.T*
4Y/NP.---EMERGENCY PHONE NUMBER FOR OUT HOURS--5Y/NP.---022 432 567 AND 022 987 654--6Y/R.PSGR

22FEB06

-The Business File

This record contains details about a specific business account


Output of Business File:
1C8 /GALILEO TRAINING/FIDREX
BUSINESS FILE
1N/N.FIDREX SA
4Y/P.GVAB/022 678 54 12 SECR MISS MEIER
17Y/F.AX375811111111115/D0212
80O/W.FIDREX SA
RUE DE LA TOUR 25
CAROUGE CH
P/1227
90Y/D.FIDREX SA
RUE DE LA GARE 12
GENEVE
CH
1201

26OCT06

-The Personal File

This record contains personal information of a person travelling for a company for
which a Business File exists. At the time of creation, all Personal Files are linked to
Business Files; therefore a Business File must exist before a Personal File can be
built.
Output of a Personal File:
1C8 /FIDREX-SMITH
PERSONAL FILE
1Y/N.1SMITH/JOHNMR
8Y/NP.PSPT GB ISSUED LON 20MAR2005 VALID 20MAR 2015
9Y/NP.AVML ON TRANSATLANTIC FLIGHTS
10Y/NP.BUSINESS CLASS IF MORE THAN 3 HOURS
20YA/M.AY123456778889
25YS/NP.S/SEATS-NA

26OCT06

Page 3

Client File Quick Reference

Client File with Focalpoint


Client File creation
- Business File creation

1.

Create a Business File


 CFB/BUSINESS ACCOUNT NAME

2.

Input the data relating to the Business account


 1N/SHELL CORPORATION
 2B
 3Y/P.ZRHB*044 328 567 BUELER/CINDY SECR
 4Y/W.SHELL CORPORATION*LIMMATSTRASSE 6*ZUERICH*P/8001
 5Y/F.INVOICE

3.

Save the Business File


 CE

- Personal File creation

1.

Create a Personal File


 CFP/BUSINESS ACCOUNT NAME - PASSENGER NAME

2.

Input the data relating to the Business account


 1Y/N.DURAND/GUILLAUMEMR
 2Y/P.ZRHB*044 328 998 DIRECT LINE
 3R/SI.AVML
 4Y/NP.NSSA ON ALL FLIGHTS
 5R/M.BA88997755

3.

Save the Personal File


 CE

Page 4

- Transfer codes

The transfer codes are mandatory; they are stored just next to the line number and
will generate the data transfer.
Transfer

Translation

Description

AlwaYs move

The data will always automatically be moved


into a booking File

Never move

The data is for information purpose, and will


never be moved in a Booking File

Optional move

The data may optionally be moved into a


Booking File

Related move

Related item fields are similar to optional


fields and do not automatically move into a
Booking File. The R transfer code must be
used for the following Booking File fields
where they are to be segment or passenger
related:
Programmatic SSRs (SI.)
Mileage Membership numbers (M.)
Associated remarks (RI.S)

Blank line

This transfer code is used to store blank


lines within a Client File (for clarity)

code

Client File Display


- Display inputs

 C*SHELL
Display the Business File SHELL
 C*SHELL-DURAND Display the Personal File DURAND linked to the
Business File SHELL
 C**-DURAND
Display the list of all Personal Files named
DURAND
 CL*2
Select the File 2 from the displayed list
 C*SHELL-DU*
Display the list of all Personal Files beginning with
DU linked to the Business File SHELL
 CLB
Display the list of all Business Files
 CLP/SHELL
Display the list of all Personal Files linked to the
Business File SHELL

Page 5

Client File Quick Reference


- Shortcuts

 C*R
 C*B
 C*P

Redisplay the last active file


Redisplay the last active Business File
Redisplay the last active Personal File

- Printing

 P-C*SHELL
 P-C*R

Print the Business File SHELL


Print the last active file

Client File transfer


A multiple move moves all Y lines from the specified or displayed level of the
Client File, plus lines from the level(s) above.
Agency File

Business File

Personal File

A single move input, only moves lines from the level of the specified Client File,
plus the agency phone number from the Agency File
A selected move input, only moves lines of the Client File which are specified in
the input. In this situation all Y, O, and R lines are considered as optional lines,
and only those which are specified in the input, are moved into the Booking File.
A related move input moves only the R lines in of the Personal Client Files.
A name must be stored in the Booking File before moving R lines.

Page 6

- From a displayed Client File

1.

2.

Display the Personal File


 C*SHELL-DURAND

Display the Personal File Durand linked to


the Business File Shell

Chose the input to move the necessary information in the Booking File
 CM/
Move Y data stored in all levels (Personal,
Business and Agency File)
 CMP/

Move Y data stored in Personal File only

 CMP/S/+1+4

Move selected lines 1 and 4 only of


Personal File

 CMP/R

Move related lines (R) of Personal File


(name must be first stored in the Booking
File)

 CM/+NP.TRAVEL INSURANCE DECLINED


Move Y data stored in all levels plus
additional data
- Directly without displaying a Client File

 CMT/SHELL-DURAND

Move Y data stored in all levels without


displaying first the Client File

Page 7

Client File Quick Reference

Client File modify


- Update data in a Client File

1.

2.

Display the Client File to be modified


 C*
Display the Agency File
 C*SHELL

Display the Business File Shell

 C*SHELL-DURAND

Display the Personal File Durand linked


to the Business File Shell

Number lines in a Client File (if not numbered)


 C@CNM
To number
 C@CUN

3.

To un-number

Make the necessary modifications


 C@3
Delete line 3
 C@4Y/NP.SWISS PSPT VALID UNTIL 31DEC2010
Change notepad stored on line 4

Page 8

 C@/2

Insert a new line after line 2 and...

 C@3Y/P.LONB*849 83 90 20

Add new line as 3

 C@7N/

Change the transfer code of line 7 no N

 C@/4L7

Move line 7 after line 4

- Rename a Business File

1.

2.

3.

Display the Business File


 C*ATRAX

Display

Rename the Business File


 CRB/ATRAX:SOCOTEX

Change name ATRAX for SOCOTEX

the

Business

File

ATRAX

Confirm name modification with Y

- Rename a Personal File

1.

Display the Personal File to be renamed


 C*SHELL-DURAND
Display the Personal File DURAND linked
to the Business File SHELL

2.

Rename the Personal File


 CRP/DURAND:CRAPS

3.

Change name DURAND for CRAPS

Confirm name modification with Y

Page 9

Client File Quick Reference


- Copy a Business File

1.

Display the Business File to be copied


 C*SHELL
Display

the

Business

File

SHELL

2.

Copy the Business File and give it a name


 CFB/C/ESSO
Copy the displayed Business File and give
the copied Business File the name of
ESSO

3.

Store the new Business File


 CE

- Copy a Personal File

1.

Display the Personal File to be copied


 C*SHELL-DURAND
Display the Personal File DURAND linked
to the Business File SHELL

2.

Copy the Personal File and give it a name


 CFP/C/ESSO-DUPONT
Copy the displayed Personal File, link the
new Personal File to the Business File
ESSO and give it the name of DUPONT

3.

Store the new Personal File


 CE

Page 10

- Delete a Business File

1.

Display the Business File to be deleted


 C*ATRAX
Display the Business File ATRAX

2.

Delete the Business File


 CXB/ATRAX

3.

Delete the Business File ATRAX

Confirm the deletion process with Y

- Delete a Personal File

1.

Display the Personal File to be deleted


 C*SHELL-DURAND
Display the Personal File DURAND linked
to the Business File SHELL

2.

Delete the Personal File


 CXP/SHELL-DURAND

3.

Delete the Personal File DURAND linked


to the Business File SHELL

Confirm the deletion process with Y

Important to note
A deleted Client File may be reactivated until 30 days after deletion date.
1.

Reactivate a deleted Personal File


 CXP@SHELL-DURAND
Reactivate the Personal File DURAND
linked to the Business File SHELL

More information to be found in ASK Travelport and in Focalpoint with the input:
H/CFR

Page 11

Client File Quick Reference

Transitional Client Files


Business or Personal Client Files that have not been displayed or moved for a
period of between 6 and 13 months are known as Transitional Client Files.
Once a Transitional Client File is 14 months old it will be purged from the Galileo
system on the last Sunday of the month. It is not possible to reinstate a purged
Client File.
If a Transitional Client File is displayed or moved during the 14 month period it will
not be purged.
A Transitional Business File may only be purged from the system provided all
attached Personal Files have also been transitional for a period of 13 months.

- Display Transitional Client Files inputs

 CLTB
 CLTP

Display a
have not
months.
Display a
have not
months.

list of Transitional Business Files that


been accessed in the past 6 to 13
list of Transitional Personal Files that
been accessed in the past 6 to 13

To remove Client files from the Transitional list, simply display each of them with
the usual inputs.

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Client File with Relay


Client File Editor provides the ability to create a Client File in a different
editing program, read it into Client File Editor, format it and save it to
the host system.
Client File Editor allows you to:
Create new Client Files.
Retrieve a Client File that is already stored on the host system, download it to
your workstation, edit it locally and then upload the updated file back to the
host system.
Add line numbers to a Client File automatically.
Check automatically that the contents of the Client File conform to the format
requirements of the host system.
Delete, reinstate and rename Client Files
Client File Editor window

Business Files linked to


the Agency File
Data stored in selected
Personal File
Personal File linked to
the Business File

Page 13

Client File Quick Reference

Client File creation


- Business File

1.

Click on

2.

Click on

3.

Add the necessary data in the usual Client File format (see page 4)

4.

Click on

5.

Complete the following mask with your Pseudo City Code and the File name

6.

Confirm operation with OK

Page 14

to open the Client File Editor


to open a new Client File

to save your Client File to the host system

- Personal File

1.

Click on

to open Client File Editor

2.

Click on

3.

Add the necessary data in the usual Client File format (see page 4)

4.

Click on

5.

Complete the following mask with your Pseudo City Code, the Business and
Personal File name (The Business File must exist in the host system)

6.

Confirm operation with OK

to open a new Client File

to save your Client File to the host system

Page 15

Client File Quick Reference

Client File format verification


When creating a new Client File with Client File Editor and before submitting it to
the host system, you can use

to check whether all formats are correct.

If all formats are correct for a Client File, Client File Editor displays an alert box to
say that the Client File is OK and completed in the host.

If there is a format problem with the Client File, Client File Editor displays an alert
box where you can identify/correct the problem.

Chose one of the following


action and finish with OK

Page 16

Client File creation from a Booking File


1.

Create a Booking File in Focalpoint with all passengers details

2.

Click on

3.

Select the data to be stored in the Client File by clicking on


and on

4.

to capture the data to be stored in the Client File.

to select

to deselect

Chose the transfer code for each data by double clicking on the item

Page 17

Client File Quick Reference

to Build the Client File

5.

Click on

6.

Complete the following mask with your Pseudo City Code, the Business and
Personal File name (The Business File must exist in the host system)

7.

Confirm operation with OK

Client File display

1.

Open Client File Editor with

2.

Double click on the desired Business File

3.

Double click on the desired Personal File

Client File modification

1.

Open Client File Editor with

2.

Double click on the desired Client File to modify (Business or Personal File)

3.

Modify or add new information in the right part of the Client Editor window

4.

Save modification to the host system with

Page 18

Client File deletion

1.

Open Client File Editor with

2.

Double click on the desired Client File to delete (Business or Personal File)

3.

Delete the selected Client File with

4.

Confirm deletion with OK

Important to note
When deleting a Business File, all linked Personal Files will be deleted at the same
time.

Page 19

Client File Quick Reference

Appendix

Create a new Client File

Paste

Open the selected File

Go to Galileo

Save the selected File

Help

Print
Find a Client file in the host system
Update and Save modifications in the host system
Refresh the display
Number the lines
Un-number the lines
Verify the Client File format
Delete a Client File
Reinstate a deleted Client File
Rename a Client File
Cut
Copy

Page 20

Client File with Viewpoint


Viewpoint allows you to create and transfer Client Files. To open Viewpoint click on
or select Companions and Viewpoint from the menu bar.

Client File creation


1.

Open Viewpoint

2.

Go to menu View and select Custom Viewpoint to display the Custom


Viewpoint window at the bottom of the screen

3.

Click on Client File Services and Create Profile

4.

Complete the fill in format with the necessary information

Page 21

Client File Quick Reference

Business File
Before using this form a
Business File has to exist. If it
doesnt exist, create it first in
Galileo using a CFB input
(see page 4)

Email Address
Use for underscore (_) and //
for at sign (@)

Page 22

Meal Type
S
Snack
D
Dinner
B
Breakfast
L
Lunch
C
Lunch/Dinner
M
Meal
Meal Code
Find the meal code list on page
H/MEAL in Galileo

Page 23

Client File Quick Reference

Car Type
Find the car code list on page
H/CART in Galileo

Page 24

Freeform
Enter your free text

Move
N to store information in system
Y to store information in system
and move into a Booking File

Create
Click here to create the Client
File

Line
Use line 90 to 99
5.

Once the fill in format completed, click on create Now

6.

Confirm operation with OK

Page 25

Client File Quick Reference

Client File transfer


1.

From the File menu select Get Client File

2.

Complete the following mask

3.

Click on

to transfer all levels of the Client File


to transfer the Personal File only
to display the Client File
to display the Client File list

Point to note
When choosing
you have the possibility to select the information to be
transfer in the Booking File.

Page 26

The following mask is displayed

Select the move level here

Information to be transferred can be


selected here by clicking on it or by
selecting it and using spacebar.

Page 27

Client File Quick Reference

2009 Galileo International. All rights reserved.


All Travelport logos and marks as well as all other proprietary materials depicted herein are the
property of Travelport and/or its subsidiaries.
Copyright 1999-2009. All rights reserved.

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