RB9 only
View a snapshot of a firm or contact’s point activity. Adjust, transfer, and redeem points. If a contact is no longer participating in your points program, you can move their points history to another contact.
Before setting up reward points in RB9, check what your local laws and regulations allow and what you must provide participants with, such as terms and conditions and any legal agreements you must obtain before you enroll a client in your reward program. Some states do not allow these programs for court reporting firms, and OMTI makes no guarantees or assurances about these programs.