Setting Connect preferences: Contact–Announcements
The first page clients see when they log into your RB Connect is Announcements. Keep your clients up to date with what’s happening within your company by customizing the contents of this page.
Step-by-step instructions
- On the left-hand side of the Connect Preferences screen, click Contact–Announcements.
- On the right in the Contact–Announcements panel is the current information that displays when clients log in. To customize or update that information, click Edit.
- Use the word processor to enter/edit text in this field.
- Click Save at the top right of the Contact–Announcements panel when finished.