Category Archives: Function

Send clients & reporters invitations to your RB Connect

After entering contacts or resources into RB9, simplify everyone’s lives by emailing them invitations to RB Connect that automatically includes their login credentials and onboarding info

Email clients automatic payment receipts

Quickly acknowledge client payments with automated receipts

Monitor tasks in a calendar format

Use the Tasks (Monthly View) function to monitor and manage tasks in a calendar page layout

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 and/or change your password to one you prefer

Send and receive notifications/messages within RB

Communicate within RB using this quasi-email function