RB User Guide > Program Basics > RB Interface > Notes Logs

Making notes

Enter notes in Notes Logs to keep a paper trail in RB9. You can make entries in the Notes Log of any:

• Case

• Job

• Firm

• Contact

• Resource

• Location

• Witness

• Invoice

• Tracking path

RB9 also makes notes for you. Notes you, other staff, and RB9 enter appear chronologically in the Notes Log of the RB9 entry you edited. Notes can be canceled, but not edited nor deleted. (See Canceling notes.)

You can set remind dates and times in notes to have RB9 follow up with you automatically.

You can set up categories of notes, so that you can filter the entries in a Notes Log to see only specific types of notes. See Managing notes logs.

Notes entered in any Notes Log are for internal use only and are not published on RB Connect or in any correspondence with clients or resources.

1. Create new note

   In any Edit window, click   in the Notes Log pane.

   In the New Notes Log, the date and time are automatically entered in Communication Date, and Communications Type defaults to Call.

2. Enter note

   *Notes is the only required field. Enter information here that you want to keep a paper trail for.

3. Enter supporting information

   If desired, enter the following information:

   • Communications Type

     Select the note’s contact method in the drop-down.

   • Notes Type

     Select a category in the drop-down. Notes Types are defined in Lists.

   • Set Remind

     Click to select Yes to have a reminder sent to someone through RB9. When checked, the following fields appear:

     • *Remind Date – Required. Enter the date and time (or use the Date Navigator and time drop-down) for sending a follow-up. (See Entering dates.)
     • *Remind To – Required. Select someone in the drop-down to receive a reminder message on that day from RB9. See Communicating within RB.

     NOTE: Names included in reminder Subject lines

     Reminders sent from cases, firms, contacts, resources, and locations automatically include the related name for easy identification.

4. Save note

   Click Save. The New Notes Log panel closes, and the new log entry appears in the Notes Log.

TIP: Save client correspondence in Notes Logs

Instead of having to look in 2 places for what clients communicated with you, enter email correspondence and notes about phone conversations in the appropriate Notes Log in RB9.

Reference

• Case
• Job
• Firm
• Contact
• Resource
• Location
• Witness
• Invoice
• Tracking path
• Lists
• RB Connect
• Date Navigator

Step-by-step instructions

• Canceling notes
• Managing notes logs
• Entering dates
• Communicating within RB