Category Archives: Customizing RB9

First RB9 update of 2024 requires new shipping credentials

In this first update of 2024 (release date: March 6) the authentication method for UPS accounts has changed because the current method will stop working soon. To keep using UPS shipping labels in RB9 you must set up new accounts

Posted on by OMTI’s Communications Director.

Update forms for separate task times

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 tasks at different times from their jobs.

Posted on by OMTI’s Communications Director.

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.

It’s your information — use it! Part 2

Find contacts who haven’t used RB Connect in a while with your own RB9 Query Maker report

Posted on by OMTI’s Communications Director.

It’s your information — use it!

Generate client lists for your sales reps and Client Of resources using RB9’s Query Maker

Posted on by OMTI’s Communications Director.

New and updated training videos in RB Help Center

In last month’s newsletter we included a list of updated step-by-step tutorials in the RB Help Center. This month we have added new and updated training videos for RB9 and RB Lite. We have also added subtitles to the training videos

Posted on by OMTI’s Communications Director.

Updated step-by-step tutorials available online

The RB Help Center has a wealth of training materials for you and your staff to get up to speed on RB9 and RB Lite. And since RB9 has gone through multiple updates since its release in 2018, we have

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.

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.

November/December 2021 RB ad in the JCR

OMTI presents part 10 in a continuing series: What to look for in a partner: Synergy

Posted on by OMTI’s Communications Director.