Category Archives: Communicating with clients
Several mobile carriers no longer support email-to-SMS sending
Unfortunately these changes have taken effect immediately but we are looking for solutions …
Give clients a shortcut to your RB Connect Mobile
Give your clients and resources instructions for easy access to your RB Connect Mobile …
Market your services with QR codes
An easy way to connect with clients and resources …
Did you know you can send eFaxes from RB9?
Learn how to send faxes from RB9/RB Lite …
Update forms for hybrid job locations
The November 6, 2023 RB9 update included a couple of new features that require some setup on your part if you are going to use them. This article details our recommendations for updating forms that are affected by the new ability to schedule both in-person and Zoom meetings for the same job. …
Your RB Connect branding checklist
Before you connect your clients/potential clients with your RB Connect/RB Connect Mobile, brand it with your company identity to help market your business. …
Are you branding your RB communications?
This is another article in our series of how to use RB to market your business. …
Target your marketing messages with tags
Use RB9’s Tag Manage to email marketing messages or use in combination with the Envelopes & Labels function to send traditional mailings …
Last update of 2021 includes new Help function
ReporterBase version 9.24, released December 27, 2021, improves Zoom meeting scheduling, incorporates the latest DYMO software for printing labels, and has a new Help function. …
More features of 2021’s Q4 update
RB9’s fourth quarter update, RB 9.23, released October 12, 2021, is a major update with over 50 additions/changes, including a new function. …