RB User Guide > Connect > Connect Preferences

Contact – Order Transcript preferences

Preferences for contacts ordering transcripts on previously billed jobs.

Continued from Customizing global preferences.

• Users to notify

  To choose which RB9 users are alerted via Notifications and Messages when a contact orders a transcript, see Managing users to notify.

• Custom Section

  To add custom fields to transcript orders, see Adding custom sections to online forms.

Reference

• RB Connect
• Notifications and Messages

Step-by-step instructions

• Customizing global preferences
• Managing users to notify
• Adding custom sections to online forms