Customizing global preferences

You must be part of the Administrators group to access System Preference settings or Connect Preferences settings.

Access preferences
- Setup > System Preferences
  
  For setting RB9 system-wide preferences and defaults.
- Connect > Connect Preferences
  
  For setting RB Connect preferences and defaults.
Customize preferences

Click the desired function, then click Edit at the top of its panel. To set:
- RB9 system preferences
  - System-wide preferences and defaults, see General preferences.
  - Calendar module preferences and defaults, see Calendar preferences.
  - Production module preferences and defaults, see Production preferences.
  - Billing module preferences and defaults, see Billing preferences.
  - Receivables module preferences and defaults, see Receivables preferences.
  - Payables module preferences and defaults, see Payables preferences.
  - Entities module preferences and defaults, see Entities preferences.
  - Tools module preferences and defaults, see Tools preferences.
- RB Connect Preferences
  
  Preferences and defaults for RB Connect functions.
Save preferences
Click Save at top of function’s panel. Then click Close at top of function’s panel.