Category Archives: Lesson
Support MR Connect users via tickets
Have your MR Connect users submit questions and problems via support tickets to automate the process and maintain a paper trail you both can refer to …
Set basic preferences that cover both sides of MR Connect
Set preferences for aspects of MR Connect that impact both sides of your site …
See who is using your MR Connect
See who is using your MR Connect and MR Connect Mobile and how often they access it …
Index files so clients can text-search their repositories
Before your clients can search their RB Connect repositories by content, the files must be indexed …
Create transcripts that work better on browsers & mobile devices
Create interactive transcripts clients can work with in web browsers and on mobile devices …
Fulfill online award point requests
Grant online and mobile requests from clients for award point redemptions, plus look up previously redeemed point requests …
Get paid before COD clients download transcripts
Because CODs are handled differently from sales, you manually publish COD invoices to RB Connect/RB Connect Mobile so COD clients can pay online, then immediately download their transcripts …
Handle back order fulfillment
Stay on top of back orders that clients send through RB Connect & RB Connect Mobile …
Set preferences for logging emails & using QuickBooks Integrator
Set parameters for your Email Log and enter required information for importing MR9 data directly into QuickBooks. Check that MR9 and QuickBooks can communicate …
Set preferences for contacts, firms & resources
Set default invoice options for new clients, and default payment terms for new resources …
