Manage your RB Connect online offices
If you have the RB Connect plug-in this is the module you use to manage your RB Connect online offices. In this module, you can:
- Process and monitor the progress of transcript back orders received through RB Connect.
- Allow COD clients to pay for and download transcripts online.
- Fulfill online reward point requests.
- Create transcripts to be viewed in browsers and on mobile devices with hyperlinked exhibits and related files bundled together.
- Create indexed files contacts can search for specific words in their RB Connect repositories.
- Manage resources’ time-off requests made through RB Connect.
- See who is using your RB Connect and how often they access it.
- Manage users’ questions and problems and maintain a paper trail of their resolution.
- Customize the experience for contacts and resources by setting function preferences.
Connect functions by name
- Transcript Ordered
- Publish COD Invoice
- Fulfill Points Redemption Orders
- Transcript Packages
- Create Full-Text Search
- Approve Time-Off
- Activity Log
- Support Tickets
- Connect Preferences
TL;DR: Used for providing services through the RB Connect plug-in.
RB9 concepts in this lesson
Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services.
RB Connect: Online repository, calendar, and access to your office for clients and resources.