RB User Guide > Connect > Fulfill Points Redemption Orders

Fulfilling online reward point requests

RB9 only

If you reward contacts with points for booking depos with you, grant their requests for point award redemption. You can also view point redemption history for a firm or contact.

1. Connect > Fulfill Points Redemption Orders
2. In the Search By pane, Redemption Status defaults to To be fulfilled. Click to see all outstanding requests. Or restrict results by using other filters before clicking :

   • Redemption Status

     Default is To be fulfilled. To view redemption requests that have been processed, select Fulfilled in the drop-down.

   • Date Type

     Fulfilled Redemption Status only

     Select an option in the drop-down:

     • Fulfill Date – Default. To view requests that have been processed within the date range below.
     • Request Date – To view processed requests that were submitted via RB Connect within the date range below.

   • *Date From/*Date To

     Fulfilled Redemption Status only

     Default is today. Enter a date or date range to see requests for a specific time period. See Date Navigator.

   • Firm

     Default is all firms. To see a single firm’s requests, click and find the firm in the Lookup Firm panel. See Looking up firms.

   • Contact

     Default is all contacts. To see a single contact’s requests, enter part or all of their name in the field.

3. RB9 lists all of the requests that meet the specified search condition(s). To fulfill requests, check the box next to the request(s) you want to fulfill, or check the box in the header to select them all.
4. Click Fulfill. In the Fulfill popup, you can enter notes about the redemption in the Remarks field.
5. Click OK. RB9 processes the redemption, removing the request from the results pane, and moving it to the contact’s Reward Points History.

Reference

• RB Connect
• Award Points
• Date Navigator
• Reward Points History

Step-by-step instructions

• Looking up firms