Category Archives: Lesson
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 …
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 …
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 Resource side of RB Connect
Set preferences for the Resource side of RB Connect to customize their job calendars, online turn-in, time-off requests, and more …
Set preferences that cover Contact side of RB Connect
Contact side preferences start from which functions clients can access …
Set preferences for your RB Connect sites
Customize the RB Connect experience for contacts and resources by setting function preferences …
