Usually depositions, jobs can also be any other type of work requests from clients you want to designate, such as videoconferencing or captioning.
For how to set up lists, see Customizing lists.
Designation specifying area of special knowledge, e.g., Accident & Injury, or Business & Financial.
Categories for ways clients heard of you, e.g., Affiliate Referral or Repeat Business.
Designation specifying kind of job requested by client, such as Deposition or Real-Time.
Categories of notes, e.g., Sales or Marketing, to use as a filter when searching Job Notes Logs.
Designation specifying what stage the job is in, e.g., New or Cancelled. Some categories are preset in RB9 and cannot be modified by the user. If you don’t need a Job Status, but it cannot be deleted because it is an RB9 preset, click its Active slider to select No, so it won't appear in jobs or as a filter in job searches.
Designation specifying part of a job that requires a separate resource (person, company, thing) to accomplish.
If a task does not require:
Designation specifying what stage the task is in. Some categories are preset in RB9 and cannot be modified by the user. If you don’t need a Task Status, but it cannot be deleted because it is an RB9 preset, click its Active slider to select No, so it won't appear in tasks or as a filter in task searches.