RB User Guide > Personal options > Notifications and Messages > Communicating within RB

Sending messages

You can send messages to other users in your RB9 system, either individually or to an entire Message Group at once.

1. [Your name on the screen]   > Notifications and Messages
2. There are 3 ways to send messages:

   • Initiate a new message chain

     In the Notifications and Messages window, click New.

   • Reply to a message

     In the Notifications and Messages window, click the hyperlinked Subject of the message you want to reply to. In the View Message window, click More > Reply.

   • Forward a message to other RB9 users

     In the Notifications and Messages window, click the hyperlinked Subject of the message you want to reply to. In the View Message window, click More > Forward.

3. In the New Message window/panel, enter or update information:

   • *To

     (In replies, defaults to sender of the original message.) Click in the field and select a recipient in the drop-down. Or start typing a name in the field to narrow the recipients listed.

     If you want to send the message to more than one recipient, repeat this step for each recipient. Or if you want to send the message to all of the members of a Message Group, enter the group name.

   • Cc

     Click the hyperlink to add carbon-copy recipients (visible copy recipients). Then click in the field and select a recipient in the drop-down or start typing to narrow the list.

   • Bcc

     Click the hyperlink to add blind carbon-copy recipients (hidden copy recipients). Then click in the field and select a recipient in the drop-down or start typing to narrow the list.

   • *Subject

     (In replies, defaults to Re: [subject] of the original message. In forwarded messages, defaults to Fw: [subject] of the original message.) Enter a subject line for the email that appears as the hyperlinked Subject in the recipient’s Inbox.

   • *Message

     (In replies and forwarded messages, defaults to include the original message.) Enter and format information as you would an email.

   • Deliver On

     If you want to compose an email now, but send at a later time, select a delivery date and time (both required) using the Date Navigator and time field.

   • High Importance

     Click to flag this message as important.

   • Request Receipt

     Click to have the recipient automatically acknowledge receiving your message.
4. Click Send. RB9 sends the message and saves the message to the Sent Message folder. Sent messages are automatically deleted from the system in the number of days set in System Preferences > General > Notifications and Messages.

NOTE: Other sources of internal messages

You can also send messages from other RB9 functions such as Collections Follow-up reminders to others or yourself or receive automatic messages from other functions and RB Connect, such as transcript orders. See Following up on collection promises.

Reference

• Message Group
• Date Navigator
• General > Notifications and Messages
• RB Connect

Step-by-step instructions

• Following up on collection promises