Category Archives: Communicating with clients

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.

Posted on by OMTI’s Communications Director.

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.

Posted on by OMTI’s Communications Director.

Are you branding your RB communications? 

This is another article in our series of how to use RB to market your business.

Posted on by OMTI’s Communications Director.

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

Posted on by OMTI’s Communications Director.

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.

Posted on by OMTI’s Communications Director.

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.

Posted on by OMTI’s Communications Director.

New RB Connect function & lots of new features in RB9.20

The latest RB9 update, released March 2021, includes some system-wide updates plus new features in 28 RB9 functions and 5 RB Connect functions, and a new RB Connect function.

Posted on by OMTI’s Communications Director.

February 2021 RB ad in the JCR

Part 2 of what to look for in a partner: Empathy

Posted on by OMTI Communications Director.

Learn about RB9 with ReporterBase 101 

ReporterBase 101 covers RB9’s modules, each module’s functions, and RB9 concepts in individual lessons.

Posted on by OMTI Communications Director.