Lesson #168
Tools – RB Networks function
If you would like to share work with other agencies and related businesses that use RB, this function (formerly RBXchange) lists contact information for all of the RB users who have agreed to join this roster. Find full contact information including the primary contact’s name, preferred phone number, driving directions to their offices, and their email address. If you want to email them, you can do it directly from within RB.
Find a member
Search for all of the registered RB users in a state or narrow your search further to a particular city. Search results include:
- Name of the agency
- City and state they are located in
- Physical area they cover
RB lists the users in alphabetical order but you can sort the order of this list by clicking one of the results headers — for example group by city so you can quickly scan for all users in adjacent cities. You can export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, share, use in other applications, or print as a report.
Contact a member
Click an agency’s name in the list to view their details and contact them. Contact information includes their:
- Physical address with links to their location in Google Maps, MapQuest Maps, and Bing Maps so you can view their location on a map and get directions.
- Primary contact’s name
- Phone and fax numbers
- Email address that links to RB’s mail composer so you can send them an email directly without leaving RB.
- Company URL
- Coverage area
To be able to have other users exchange work with you through RB Network, you must first sign up and enter your contact information in System Preferences.
TL;DR: Look up contact information of other RB users to share work with and network.
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.
