Lesson #77
Payables – Reward Points History function
If you reward your best customers with points based on the business generated by their calls to you, use this function to see at a glance what points-related activities have been done by which contacts.
Reward Points History defaults to all activities (earned, transferred, redeemed, and adjustments) in all stages of completion that occurred today. It lists activities alphabetically by:
- Firm
- Contacts at the firm
- Date
- Type of activity
- Current activity status
- Points earned or used by the activity
- Number of the invoice that earned points
- Method of redemption
- Any related remarks
It includes a points grand total at the bottom of the grid.
You can change the date range, display history for a single firm or contact, view points related to one or more specific activities, and/or restrict the results to one or more activity statuses.
You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function RB9 will revert back to the default order).
Reward Points History is an overview only and uneditable. You can export the list of activities as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.
NOTE: Contact point history is also available in each enrolled contact’s RB9 listing and in the Reward Points Summary.
Point history in contact listings is all of the contact’s activity in chronological order, most recent first.
Point history in Reward Points Summary is searchable (it is the Reward Points History function defaulting to today’s activities by the contact selected in Reward Points Summary).
NOTE: This is an RB9-only function. It is not included in RB Lite.
TL;DR: Get an overview of clients’ reward points activity.
RB concepts in this lesson
Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services. If you have RB Connect, you can allow contacts to request point redemptions online. (Also referred to as reward points.)
Contact: Person who works for a firm you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.
Firm: Business you provide services to, usually law firms, but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.
