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