Receive automatic notifications from the system, and send and receive messages from other RB users using the same system in a format similar to an email system.<\/strong>\u00a0<\/span><\/p>\n In Notifications and Messages you can:<\/strong><\/p>\n Notifications and Messages works like email but is not an email system \u2014 you can only exchange messages with other RB users in your company.<\/p>\n When a message arrives for you, RB displays an alert dialog box in the notification area of your browser \u2014 which will take you directly to the Notifications and Messages function. You can also check messages anytime by selecting the function in your personal menu.<\/p>\n The default view in the Notifications and Messages window is your Inbox with messages listed from most recently received first.<\/p>\n From this main screen you can access any message listed. You can also send a new message to any RB user or message group<\/a> in your company. And you can view messages you have sent and messages you have moved to the trash but not removed from the system yet.<\/p>\n When you select a message from the list to read, you can click on any hyperlinks in the message \u2014 such as a job number or entity name \u2014 to view more information\/act on it. You can also reply to the message or forward it to other RB users, either individually or to an entire message group at once.<\/p>\n When you reply to a message, RB automatically fills in the recipient. You can change the recipient and\/or add other RB users and groups from the attached list.\u00a0You can also add carbon-copy (Cc) and blind carbon-copy (Bcc) recipients from the same list.<\/p>\n Like most email systems the \u00a0subject line defaults to Re: [subject] of the original message in replies and Fw: [subject] of the original message in forwarded messages, and is editable. Also the message defaults to include the original message.You can edit and format the information as you would an email.<\/p>\n If you want to compose a message now but send at a later time, you can schedule a delivery date and time. You can flag messages so your recipient sees in their Notifications and Messages listing which messages are important before reading them. You can also request a receipt to have the recipient automatically acknowledge receiving your message.<\/p>\n When you send a message, your message is saved to your Sent Message directory where it is stored for a set amount of days determined in System Preferences<\/a>.<\/p>\n If you do not need to save a message after viewing it, you can delete it. You can also select multiple messages in your Notifications and Messages inbox to delete at the same time. Deleted messages are moved to your Trash directory where they are stored for the same set amount of days as your sent messages.<\/p>\n TL;DR: Receive reminders and other messages from the system and other RB users. Act on messages by clicking hyperlinks within messages. Send messages to other users in your\u00a0<\/strong>company.<\/b><\/span><\/span><\/p>\n Entity:<\/strong> Individual, business, place, or discrete part of your company \u2014 such as revenue centers or branch offices. More ><\/a><\/p>\n Groups:<\/strong> Categories of RB users that define who can access which functions in RB, what they can do within accessible functions,\u00a0and what kinds of notifications and messages group members receive.<\/p>\n Users:<\/strong>\u00a0You and your staff who directly access RB. Contacts<\/a> and resources<\/a> are different entities \u2014 not users in RB \u2014 and access RB9 through RB Connect<\/a> or RB Connect Mobile<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"\n
Access messages<\/h2>\n
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Reading & acting on messages<\/h2>\n
RB concepts in this lesson<\/h4>\n