Customize what your RB9 windows and emails look like and what information your defaults are. Preferences entered here are your own vs. System Preferences which are the same across the entire RB9 database.
Required. Select a BU in the drop-down that you will use most often when setting new jobs and billing jobs. BUs are set up in Business Units.
Select a default from the drop-down for how many rows to display in result grids. Higher row counts will cause results to take longer loading.
Default is No. Click to select Yes to set your RB9 windows to reverse/light on dark mode. When you click Save, a popup will appear warning that your browser will refresh and you will lose any unsaved changes in other open RB9 tabs. Click No to go back and save your data, or click Yes to proceed.
Customize default settings for new jobs. See Customizing job defaults.
Required. Select the BU you want to associate with your reports in the drop-down. You can select a different BU from your default BU, if desired.
Click to select Yes to have RB9 messages also sent to your email address. Hyperlinks in forwarded messages will not work, and reminder messages from RB9 are not forwarded.
Define different settings for your email than what the rest of the office is using.
Default is “Use System Preferences,” which will use RB9 system-wide preferences set in System Preferences > General. To customize email preferences, select “Use Personal Setting” in the drop-down, then click . See Customizing email preferences.
If you like to review your emails before sending them, click to select Yes.
If you entered email settings previously, they will appear in the grid at the bottom of the Email pane. To update any of these settings, click the hyperlinked Sender’s Email. See Customizing email preferences.