Category Archives: Customizing RB9
Give clients a shortcut to your RB Connect Mobile
Give your clients and resources instructions for easy access to your RB Connect Mobile …
Major RB9 update brings everything together
This update is a major streamlining of RB9, incorporating the Customer Portal of omti.com and the Agency side of ReporterBase.com …
First RB9 update of 2024 requires new UPS 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…
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. …
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. …
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 …
It’s your information — use it!
Generate client lists for your sales reps and Client Of resources using RB9’s Query Maker …
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…
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…
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. …