Tag Archives: Connect

Lesson #141

Connect – Fulfill Points Redemption Orders function

If you reward clients with points for booking depos with you and you have RB Connect, you can let them access their points online and send you requests to redeem points.

In RB9, award points are used to encourage clients to book with your agency by rewarding them with points for different services. Similar to frequent flyer programs, the RB9 reward points system is an optional service you can enable.

Before setting up reward points in RB9, check what your local laws and regulations allow and what you must provide participants with, such as terms and conditions and any legal agreements you must obtain before you enroll a client in your reward program. Some states do not allow these programs for court reporting firms, and OMTI makes no guarantees or assurances about these programs.

When setting up your reward points program, you choose:

• Which services earn points.
• What points can be redeemed for (such as cash or gift cards).
• Who on your staff manages the program (and gets alerted when a request is made).
• Which clients receive points.
• Which clients can access their points through RB Connect and RB Connect Mobile (RBCM).

View requests & redeem points

Use the Fulfill Points Redemption Orders function to grant requests clients make through RB Connect/RBCM for award point redemptions, plus look up previously redeemed point requests.

Fulfill Points Redemption Orders lists all outstanding redemption requests by default. Each request displays:

• Date and time a redemption was requested.
• Firm and contact making the request.
• Type of redemption requested.
• Number of points to redeem.
• Where the prize should be sent (office, home, or an address entered manually).
• Any additional instructions or remarks the client included.

You can sort the list by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

You can also view a single contact or a single firm’s outstanding requests.

When you fulfill a request, you can add your own notes about the redemption. When you complete the fulfillment acknowledgement, the request disappears from the list, and your client’s RB Connect/RBCM display their request as completed so they know they can expect a delivery. RB9 also updates the current points available and the spent points balances in the contact’s listing.

View the point redemption histories

You can view previous point redemption activity for a range of dates for all clients or a single firm or contact. The default lists all redemption requests fulfilled today and includes the same information as the outstanding requests list, plus any notes you made about the redemption, the date and time the request was fulfilled, and who on your staff handled the request. Like the outstanding requests list, you can export the list to save, share, print, or use in other applications.

You can also view the list for a different date range, by the date requests were submitted instead of when they were fulfilled, and narrow the results listed to a single firm or contact.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Grant requests clients make through RB Connect/RB Connect Mobile for award point redemptions, plus look up previously redeemed point requests.

RB concepts in this lesson

Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services.

Contact: Person who works for a firm you do business with.

Firm: Company you do business with.

RB Connect: Online repository, calendar, and access to your office for clients and resources. More >

RB Connect Mobile: Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices. More >

Lesson #140

Connect – Publish COD Invoices function

If you allow clients to make payments via RB Connect and RB Connect Mobile (RBCM), your COD clients can also use them to pay invoices before downloading transcripts online and on smartphones and other mobile devices.

CODs are handled differently

COD (Cash on Delivery) clients are handled differently from other clients. Traditionally COD invoices require the client to pay the invoice when presented, typically along with the items listed on the invoice. Often agencies have difficulty getting paid by COD clients because they are not regular clients. By offering COD clients the option to pay online or mobily, you guarantee you get paid before they can access the transcript, and they can get their transcripts as soon as the transcripts are ready.

Because RB does not regard COD invoices as sales, they are not posted. (CODs are handled differently than sales to avoid overstating revenue and to minimize the number of voids that would occur to clear uncollectible CODs from your accounts receivable.) Since COD invoices are not posted, as a default they do not appear in RB Connect/RBCM. Use the Publish COD Invoices function to allow clients to pay for and download transcripts that were billed COD.

Manually publish CODs online

To give clients the ability to pay for COD invoices online, you manually publish them to RB Connect in the Publish COD Invoices function. (When you publish an invoice to RB Connect, it will also appear in the client’s RBCM if you offer that service.) The default view shows all outstanding COD invoices. (Invoices are designated as COD in Turn In.) For any invoice listed, you can see at a glance the invoice date and amount, if it has already been published to RB Connect, when the invoice was sent to the client, the Bill To and Sold To clients, the job number and date, case name, and your assigned business unit.

You can narrow the list to invoices generated within a range of dates, a single invoice number, job number, case, Bill To firm, and/or one or more of your business units. You can sort the list by one or more columns in ascending or descending order (but when you exit the function, RB will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

From the list you can choose which invoices to publish to RB Connect. You can also select invoices that have already been published and unpublish them so that they no longer appear in clients’ RB Connect/RBCM.

Set up for online payment first

Before your clients can pay invoices online in RB9, you must set up a business/merchant account with PayPal or one of the other accepted online payment processing services, then enter your credentials in Connect Preferences.

The default setting for RB Connect is no online payments. If you want to offer online payment of invoices, including COD invoices, through RB Connect, you must first set up an account with one of these services:

• PayPal
• Authorize.net
• First Data (Payeezy)
• Square
• Stripe

PayPal is easy to set up and integrate with RB9, and is a good choice if your clients have their own PayPal accounts. The other options are payment gateways; their benefit is that your clients do not have to have accounts with them to make payments through them.

In addition to setting up a merchant account and entering your credentials into RB9, you must choose which users are alerted in RB9 when a contact makes a payment online. You can also customize the email subject and message for payment receipt notices to clients.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Because CODs are handled differently from sales, you must manually publish COD invoices to RB Connect so COD clients can pay online, then immediately download their transcripts.

RB concepts in this lesson

Bill To Contact: The contact responsible for paying the invoice for a job.

Bill To Firm: The firm responsible for paying the invoice for a job.

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

RB Connect: Online repository, calendar, and access to your office for clients and resources. More >

RB Connect Mobile: Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices. More >

Sold To Contact: Contact that ordered the services on the invoice.

Sold To Firm: Firm that ordered the services on the invoice.

Users: You and your staff who directly access RB.

Lesson #139

Connect – Transcript Ordered function

If you allow your clients to order transcripts through RB Connect and RB Connect Mobile (RBCM), the Transcript Ordered function is where you confirm, process, and monitor the progress of those back orders.

Clients can request transcripts on previously billed jobs in RB Connect/RBCM’s Order Transcript function. You confirm the back orders and process them through RB9. Clients can track confirmed requests in RB Connect/RBCM. And you can monitor the current status and view order details in the Transcript Ordered function.

Customize the function

Before using the Transcript Ordered function designate which staff members will be alerted when a back order request is received.

You can customize the transcript order request form with your own fields for clients to use to provide instructions — such as turnaround time, delivery options, and other directions that will minimize the need for any client back-and-forth while fulfilling back orders.

You can update your choices and customizations at any time.

View new back order requests

When someone back orders a transcript through RB Connect/RBCM, RB9 sends a pop-up message to the screen of all RB9 users you designated during setup. Alerted users can click through the message directly to the order in the Transcript Ordered function to confirm the order and start the production process.

If you prefer to batch process orders — or just want to check that you haven’t overlooked anything — you can use the Transcript Ordered function’s default view to see all unconfirmed transcript requests sent by clients through RB Connect/RBCM.

The default lists shows each request’s:

• Order date and time
• Contact ordering the transcript and their firm
• Witness
• Case
• Job number
• Job date

You can sort the list by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

You can view details about any requested transcript’s associated job and previous invoice, along with client instructions for the back order. You confirm the back order job in this function by changing the job’s status to back order and generating a report that provides your staff with the information they need to process the order. You can export the report in a variety of formats, such as PDF or Excel, or print it to distribute to your staff.

Process & monitor back orders

Processing the order involves creating a task in the job for the transcript and assigning it to a resource, then notifying them about the assignment. The task window lists previous resources associated with the case to help you select the appropriate resource. As the order is produced and shipped you update its status in the job.

On the client side in RB Connect after they submitted a request, the job’s Request Order option disappears so they cannot accidentally back order more than one transcript for the job. They can review the details of their transcript order and monitor its progress.

You can also monitor a back order’s current status and view details using the Transcript Ordered function. You can search active back orders using any combination of:

• A particular date range
• A single order
• A single job
• A firm
• One or more of your business units

In addition to the information listed above for unconfirmed requests, the results include who on your staff confirmed each request and when. From the results returned you can view any transcript’s current status and order details.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Confirm, process, and monitor transcript back orders clients make through RB Connect and RB Connect Mobile.

RB concepts in this lesson

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.

Contact: Person who works for a firm you do business with, such as attorneys.

Firm: Company you do business with.

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

RB Connect: Online repository, calendar, and access to your office for clients and resources. More >

RB Connect Mobile: Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices. More >

Resource: Person or thing that provides your business with a service — such as reporters.

Task: Service requested with a job, such as reporting, interpreting, or video, that require a separate resource (person, company, thing) to accomplish. Work performed in-house (such as creating condensed transcripts or shipping out finished products) is usually not considered a task in RB. More >

Lesson #138

Manage your MR Connect online offices

If you have the MR Connect plug-in, this is the module you use to manage your MR Connect online offices. In this module, you can:

• Invite contacts to use your MR Connect.
• Allow COD clients to pay for and download transcripts online.
• Fulfill online reward point requests.
• See who is using your MR Connect and how often they access it.
• Manage users’ questions and problems and maintain a paper trail of their resolution.
• Customize the experience for contacts by setting function preferences.

Connect functions by name

• Send Invitations
• Import Online Orders
• Publish COD Invoice
• Fulfill Points Redemption Orders
• Activity Log
• Support Tickets
• Connect Preferences

TL;DR: Used for providing services through the MR Connect plug-in.

MR concepts in this lesson

Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services.

MR Connect: Online repository, calendar, and access to your office for clients.