team viewer

Setting Connect preferences: Contact–Reward Points

If your company offers Reward Points to your clients, you can designate the individuals to be notified when clients wish to redeem points.

Step-by-step instructions

  1. On the left-hand side of the Connect Preferences screen, click Contact–Reward Points.
  2. To update users to notify, click Edit.

  3. In the Users to notify section, designate who from your team gets notified whenever a reward points request is made through RB Connect.

    To add staff members to the list, click add button. Then in the Add Users panel, check the box(es) of staff to be notified of client requests and click Save.

    To remove someone from the list, check the box next to their name and click delete button, then click Yes in the popup.

    NOTE: Notifications will be sent in the form of a message to users’ Notifications & Messages inbox in RB9. If your staff wishes to receive carbon copy emails from the system in addition to the RB9 notifications inbox, make sure they set the Forward carbon copy to Yes in their User Preferences.

  4. Click Save at the top right of the Contact–Reward Points panel to save your changes.