Category Archives: Modules
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 …
Handle back order fulfillment
Stay on top of back orders that clients send through RB Connect & RB Connect Mobile …
Set preferences for logging emails & using QuickBooks Integrator
Set parameters for your Email Log and enter required information for importing RB9 data directly into QuickBooks. Check that RB9 and QuickBooks can communicate …
Set preferences for contacts, firms & resources
Set default invoice options for new clients, and default payment terms for new resources …
