Set preferences for your RB Connect sites

Customize the RB Connect experience for contacts and resources by setting function preferences

Lesson #147
Connect – Connect Preferences function

RB Connect comes with default settings for the overall system and its different functions. Some cannot be altered, but generally you can customize RB Connect to fit your company by editing, adding, and deleting options. Connect Preferences is where you set options for difference features in your RB Connect. Preferences can be updated at any time.

If you have the RB Connect Mobile plug-in (which gives clients and resources access to your RB Connect on their smartphones and tablets in an interface optimized for mobile devices), preferences set here will also apply to your RB Connect Mobile.

What you can do in Connect Preferences:

  • Customize the contents, look, and feel of your RB Connect.
  • Set up systemwide defaults and function defaults.
  • Turn access to different functions on or off.
  • Customize emails to users from various functions.
  • Set up online calendars and payment processing.
  • Designate staff to handle various activities.
  • Set options and restrictions for various activities.
  • Look up and update your RB Connect information. (Not all information is editable, such as your site URLs.)

Connect Preferences sections

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Customize the experience for contacts and resources by setting RB Connect function preferences.

RB concepts in this lesson

Contact: Person who works for a firm you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.

RB Connect: Online repository, calendar, and access to your office for clients and resources. More >

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

Resource: Person or thing that provides your business with a service, such as reporters, videographers, interpreters, scopists, proofreaders, account executives, other agencies that cover jobs for you, or a conference room.

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