Tutorials by topic

RB9 tutorials

1. Setup  
   1. Setting up your company information  
   2. Creating User Accounts  
   3. Creating Security Groups & setting permissions  
   4. Setting system preferences  
      (multi-step section)
   5. Setting user preferences  
2. Entities  
   1. Importing clients and resources  
   2. Entering firms  
   3. Entering contacts  
   4. Entering resources  
3. Rates  
   1. Setting up service item subgroups  
   2. Setting up Service Item Master  
   3. Entering rush (expedite) rates  
   4. Creating billing rate groups  
   5. Entering billing rates  
   6. Creating pay rate groups  
   7. Entering pay rates  
   8. Setting up billing sets  
4. Jobs  
   1. Entering a new job  
      (multi-step section)
   2. Sending schedule confirmations  
   3. Completing the job entry  
      (multi-step section)
   4. Pre-assigning resources  
      (optional)
   5. Confirming next-day calendar  
      (2 ways)
   6. Assigning next-day jobs  
   7. Sending assignments to resources  
5. Production  
   • To come
6. Inquiry  
   • Marketing Inquiry (multiple options)
7. Tools  
   • Importing clients and resources  
   • Customizing Form Templates  
   • Creating DYMO label templates  
     (RB9 only)
8. Connect Preferences  
   (RB9 only)
   1. General  
   2. Login  
   3. Forgot Password Email  
   4. Branding  
   5. Contact  
      1. Announcements  
      2. Accessibility  
      3. Jobs  
      4. Order Transcript  
      5. Account Activity  
      6. Transcript Packages  
      7. Repository  
      8. Reward Points  
      9. Support Tickets  
   6. Resource  
      1. Announcements  
      2. Accessibility  
      3. Jobs  
      4. Master Word List  
      5. Turn In  
      6. Repository  
      7. Availability  
      8. Support Tickets