License Info
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*Site Name
The name of the site as you want it to appear in browser tabs and in Connect Site drop-downs in RB9.
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Contact URL
(Uneditable) The web address of the contact side of your RB Connect
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Resource URL
(Uneditable)The web address of the resource side of your RB Connect
Sender’s Email
The reply email address for your RB Connect comes from the default designated in Setup > System Preferences > General > Email. To select a different address for emails from RB Connect, click
and select one from the dropdown. See Email preferences.
Business Units for Contact/Business Units for Resource
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To link the contact/resource to business unit(s):
Click
in the Business Units for Contact pane. In the Add Business Units panel, check the box(es) of BU(s) the contact/resource side should be associated with. See Lookup panel. Click Save. Normally, you select all of your business units, unless you purchased additional RB Connect licenses connected to the same RB9 database.
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To change the default business unit for the contact/resource side:
Click
. In the Set Default Business panel, click the hyperlinked BU ID of the business unit you want to make the default. -
To remove a business unit from the list:
Check the BU’s box, then click
. Click Yes in the popup.
Plug Ins
(Uneditable) List of all RB Connect plug-ins you have