Category Archives: Lesson
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 …
Support RB Connect users via tickets
Have your RB Connect users submit questions and problems via support tickets to automate the process and maintain a paper trail you both can refer to …
Set basic preferences that cover both sides of RB Connect
Set preferences for aspects of RB Connect that impact both sides of your site …
See who is using your RB Connect
See who is using your RB Connect and RB Connect Mobile and how often they access it …
Approve or deny resources’ online time-off requests
Give resources automatic notice of your approval or denial of their online time-off requests …
Index files so clients can text-search their repositories
Before your clients can search their RB Connect repositories by content the files must be indexed …
Create transcripts that work better on browsers & mobile devices
Create interactive transcripts clients can work with in web browsers and on mobile devices …
Fulfill online award point requests
Grant online and mobile requests from clients for award point redemptions, plus look up previously redeemed point requests …
Get paid before COD clients download transcripts
Because CODs are handled differently from sales, you manually publish COD invoices to RB Connect/RB Connect Mobile so COD clients can pay online, then immediately download their transcripts …
