Used for providing services through the RB Connect and RB Connect Mobile plug-ins

Lesson #138
Manage your RB Connect online offices

If you have the RB Connect plug-in and maybe the RB Connect Mobile plug-in, this is the module you use to manage your RB Connect online & mobile offices. In this module, you can:

  • Invite contacts and resources to use your RB Connect.
  • 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.
  • Manage billing sheets turned in 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

TL;DR: Used for providing services through the RB Connect and RB Connect Mobile plug-ins.

RB 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.

RB Connect Mobile: Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices.

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