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.
- 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
- Send Invitations – RB9-only function
- Transcript Ordered – RB9-only function
- Publish COD Invoice – RB9-only function
- Fulfill Points Redemption Orders – RB9-only function
- Transcript Packages – RB9-only function
- Create Full-Text Search – RB9-only function
- Approve Time-Off – RB9-only function
- Activity Log – RB9-only function
- Support Tickets – RB9-only function
- Connect Preferences – RB9-only function
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.
