RB User Guide > Entities > Contacts > Adding contacts to RB and Updating contacts

Entering additional contact information

Enter user credentials for online and miscellaneous information.

Continued from Adding contacts to RB or Updating contacts.

1. In the Additional pane of an Edit Contact window, enter text or make selections:

• Account is locked out

  If a contact has made too many incorrect attempts to log into RB Connect, the system will lock them out. Click to select No to allow the contact to log in again. (The number of incorrect attempts is set in Connect > Connect Preferences > Login.)

• Login Name

  Uneditable if (use Email as Login Name). The option to use the contact’s email address as their login ID is set in Connect > Connect Preferences > Login.

• Password/Reset Password

  • New contact: If you have RB Connect, enter an initial password for the contact in Password. Users can reset their password themselves in RB Connect, and you can reset passwords here too.
  • Existing contact: If the contact needs a new password for RB Connect:
    1. Click Reset Password.
    2. In the Reset Password panel, enter their new password in both *New Password and *Confirm New Password (both required).
    3. Click Save.

• Tax ID

  Contact’s federal ID number, if different from the firm’s.

• Invoice Sending Method

  How contact wants to receive invoices:

  • Don’t Send – This contact does not receive invoices.
  • Email – Default. For sending to contact’s Accounting notification email address.
  • Print – For sending via USPS or other delivery method.
  • Print & Email – For both emailing and USPS/other delivery method.

• Statement Sending Method

  How contact wants to receive statements (method will be used except for consolidated statements sent to the firm):

  • Don’t Send – This contact does not receive statements.
  • Email – Default. For sending to contact’s Accounting notification email address.
  • Print – For sending via USPS or other delivery method.

• Calendar Notes

  Unlimited character count. Information about the contact resources should know for jobs for this contact. Text entered here appears on the Assignment Notification form in the optional Ordering Client Calendar Notes data field. See Sending individual assignment notifications and Sending batch assignment notifications/cancellations.

  To customize the appearance of the notes, see Customizing notes & remarks. Text customizations will appear in Assignment Notifications sent to resources.

• Production/Billing Notes

  Unlimited character count. Information about the contact relevant to producing and invoicing turned-in jobs for this contact. Text entered here also appears on:

  • Assignment Notification form in the optional Ordering Client Production/Billing Notes data field.
  • Production Sheets.

  To customize the appearance of the notes, see Customizing notes & remarks. Text customizations will appear in Assignment Notifications sent to resources and on Production Sheets.

2. Click Save.

Reference

• RB Connect
• Connect Preferences
• Resource Worksheets
• Production Sheets