Category Archives: Function
Add boilerplate text to notes without typing
Eliminate redundant typing by creating templates of boilerplate text for job and case notes …
Save work before logging out
A couple of important points about RB log-outs …
Clear out your screen immediately
Clear your window by closing all tabs at once …
Set up your RB the way you want
Before using RB9/RB Lite, you must set 2 personal defaults; but there are a lot of other options you can set to customize your RB experience …
Override data locks when needed
When you absolutely need to edit something that another user is currently editing, you can take this extreme measure …
Change your password anytime
Update your password periodically …
Send and receive notifications and messages within RB
Communicate within RB using this quasi-email function …
View your calendar a week at a time
See your current week’s job settings without having to set search criteria …
Set preferences that cover RB Connect – Resource side
Resource side preferences start from which functions reporters and other resources can access …
Set preferences that cover RB Connect – Contact side
Contact side preferences start from which functions clients can access …
