Category Archives: Modules
Invite clients & reporters to use 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 RB9 log-outs …
Clear out your screen immediately
Clear your window by closing all tabs at once …
Set up your RB9 the way you want
Before using RB9 Standard/Lite, you must set 2 personal defaults; but there are a lot of other options you can set to customize your RB9 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 RB9
Communicate within RB9 using this quasi-email function …
