Setting personal preferences

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.

  1. [Your name on the screen] options arrow > User Preferences
  2. In the User Preferences window, scroll or jump to a pane to enter your personal preferences:
  3. In the User Preferences window, click Save.
Reference
Step-by-step instructions