RB User Guide > Connect > Connect Preferences

Resource – Jobs preferences

Preferences for worksheet forms and who to notify of Client Of assignment requests.

Continued from Customizing global preferences.

• General

  • *Printable Assignment Notification

    Click to select which form is used for assignment notifications that are exportable/printable from the Jobs calendar. In the Printable Assignment Notification panel, select a Form Group in the drop-down, then click the hyperlinked Form name in the list.

  • Show only notified tasks for future tasks

    Click to select Yes so resources do not see tasks in their RB Connect before they have received notification that they have been assigned to those tasks.

  • Show Previous Resources

    Click to select Yes so resources can see who was assigned to other jobs related to a case, when they access a job through their job calendar.

  • Show Related Files

    Click to select Yes so resources can download additional files related to a case, when they access a job through their job calendar or the repository.

  • Resources can manage Task Status

    Click to select Yes so resources can update a task’s status from RB Connect.

• Users to notify

  To choose which RB9 users (e.g., a manager) are alerted via Notifications and Messages when resources request job assignments coming from their clients (Client of contacts), see Managing users to notify.

NOTE: Resources can request jobs online from their own contacts only

Resources can only see Client Of contacts, not firms, in their RB Connect calendar for requesting assignments.

TIP: Designating Client Of contacts quickly

If all of a firm’s contacts belong to one resource, designate the resource as the firm’s Client Of resource first (see Entering firm marketing information), then create contacts for the firm, who will automatically inherit the firm’s Client Of resource. If contacts were entered prior to designating a resource as Client Of on the firm level, enter the resource in each contact’s Marketing pane (see Entering contact marketing information), or use Bulk Update to add the resource to multiple contacts at once ( see Updating multiple contacts at once).

Reference

• RB Connect
• Task
• Notifications and Messages
• Client Of
• Bulk Update

Step-by-step instructions

• Customizing global preferences
• Managing users to notify
• Entering firm marketing information
• Entering contact marketing information
• Updating multiple contacts at once