RB User Guide > Setup > Lists

Locations

Using a database of job locations makes it faster and easier to designate where a job is scheduled to take place.

For how to set up lists, see Customizing lists.

• Location Type

  Categories of facilities where jobs take place, e.g., Hospital, Courthouse, or School.

• Notes Type

  Categories of notes to use as a filter when searching Location Notes Logs, e.g., Sales or Marketing.

• Tag

  Categories to organize locations. You can use any words or phrases as a tag, e.g., Top 10.

NOTE: Qualifying a place as a location, firm, or resource

While the places where jobs occur could all be called locations, in RB9 there are actually 3 main categories of places where jobs occur:

• Firms

  Law firms and courts are normally entered in the Firms table. See Adding firms to RB.

• Locations

  Other types of locations where jobs recur, such as private residences, doctors’ offices, or schools. See Adding locations to RB9.

• Resources

  If you use your own conference rooms for jobs, enter them in the Resources table as “conference rooms,” so that you can schedule them like you do reporters and other resources. See Scheduling conference rooms.

Reference

• Locations
• Notes Log
• Tags

Step-by-step instructions

• Customizing lists
• Organizing with tags
• Adding firms to RB
• Adding locations to RB9
• Scheduling conference rooms
• Entering job locations