RB User Guide > Connect > Connect Preferences

Contact – Calendar preferences

Preferences for job ordering, job canceling, and job request updating.

Continued from Customizing global preferences.

• General

  • Do not allow new job request within this number of days.

    (Weekends are excluded)

    Select a cut-off number of days for clients requesting jobs online.

    • 0 – To accept requests no matter when.
    • -1 – To allow contacts to add the current date’s job.

  • Do not allow cancel job request within this number of days.

    (Weekends are excluded)

    Select a cut-off number of days for clients canceling jobs online. Enter 0 to accept requests no matter when.

  • Do not allow change job request within this number of days.

    (Weekends are excluded)

    Select a cut-off number of days for clients updating job requests online. Enter 0 to accept requests no matter when.

• Users to notify

  To choose which RB9 users are alerted via Notifications and Messages when a contact requests a job, cancels a job, or changes a job, see Managing users to notify.

• New Job

  • *Business Unit

    Select the default business unit that new jobs requested through RB Connect will be associated with.

• Checked items will appear on new job screen

  Click to select Yes for field(s) that contacts can fill out when requesting new jobs via RB Connect.
  • Witness – Deposed’s name
  • Subpoenaed Witness – Witness was summoned to appear
  • Export Type – Witness’s expertise. Types of witness expertise are set in Lists > Jobs.
  • Job Type – Category of jobs requested by clients. Job types are set in Lists > Jobs.
  • Case Name – Name used in RB9 to identify case
  • Case No. – Case number
  • Specialties – Specific expertise/skills required for job
  • Request Services – Services requested by a contact for a case or job that are not included in their standing requests
  • Direct Billing Notes – If the Bill To client will be different from the Sold To client, any text entered here appears on the invoice along with Claim No., Name of Insured, and Date of Loss
  • Client Matter No. – This number, which consists of a number designating the client combined with a number designating the case, will be printed on the invoice. This number is required for electronic billing in RB9
  • Claim No. – Insurance claim number
  • Name of Insured – Insured individual’s name
  • Date of Loss – Date of incident

• Custom Section in New Job

  To add custom fields to new job requests, see Adding custom sections to online forms.

• New Job Notification

  • Send Notification for New Job

    Click to select Yes if you want RB9 to automatically acknowledge a new job request. *Email Subject and *Email Message fields appear.

  • To customize *Email Subject and *Email Message (both required) for new job notifications, see Customizing communications.

• Request Confirm Job Notification

  • Send Notification for Request Confirm Job

    Click to select Yes if you want RB9 to automatically send a confirm job request email. *Email Subject and *Email Message fields appear.

  • To customize *Email Subject and *Email Message (both required) for job confirmations, see Customizing communications.

• Request Cancel Job Notification

  • Send Notification for Request Cancel Job

    Click to select Yes if you want RB9 to automatically send a cancel job request confirmation email. *Email Subject and *Email Message fields appear.

  • To customize *Email Subject and *Email Message (both required) for job cancellations, see Customizing communications.

Reference

• RB Connect
• Notifications and Messages
• Business unit
• Sold To vs. Bill To

Step-by-step instructions

• Customizing global preferences
• Managing users to notify
• Adding custom sections to online forms
• Customizing communications