Lesson #45
Inquiry – Anniversary Inquiry function
Never miss a chance to congratulate your clients on their personal milestones with RB9’s automatic reminders and Anniversary Inquiry’s ability to print envelopes and labels. RB9 will remind you of upcoming events so you can use Anniversary Inquiry to pull up a list of those events and print envelopes for cards and/or labels for gifts to send.
You set up the kinds of events you want to remember for contacts such as birthdays and wedding anniversaries, then enter dates for these events in individual contact’s RB9 records and when you want to be alerted about these upcoming events.
Print envelopes & labels
When RB9 sends you a reminder about a client’s upcoming event through its internal email system you can use Anniversary Inquiry to print an envelope and/or a label with the contact’s business address or home address.
Or if you prefer you can use Anniversary Inquiry to periodically generate a list of clients with upcoming milestones you want to acknowledge. You can restrict your list to only clients you have designated as active, and select specific anniversary types that you want to celebrate this time that occur on a specific date or in a date range. You can also generate lists of contacts at a single firm or contacts that are clients of a specific resource or sales rep.
Contact listings in the search results include the person’s name, firm name, address, anniversary type, and date. You can sort your lists by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order).
You can view or edit any contact’s details in the list before printing envelopes and labels. And you can export the list to save, share, use in other applications, or print as a report.
NOTE: This is an RB9-only function. It is not included in RB Lite.
TL;DR: Generate lists of clients celebrating upcoming birthdays and other anniversaries, then print envelopes and labels for sending cards and gifts to them.
RB concepts in this lesson
Client Of: Resource that receives a commission for jobs their clients scheduled or that are part of a case the resource was designated as the Client Of resource. You can also give reporters right of first refusal on their clients/cases’ jobs by displaying unassigned jobs from their clients/cases in Resource-side online calendars in RB Connect.
Contact: Person who works for a firm you do business with.
Firm: Business you provide services to, usually law firms.
