Category Archives: Customizing RB9
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. …
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 …
November/December 2021 RB ad in the JCR
OMTI presents part 10 in a continuing series: What to look for in a partner: Synergy …
October 2021 RB ad in the JCR
OMTI presents part 9 in a continuing series: What to look for in a partner: Attention …
September 2021 RB ad in the JCR
OMTI presents part 8 in a continuing series: What to look for in a partner: Acceptance …
April 2021 RB ad in the JCR
OMTI presents part 4 in a continuing series: What to look for in a partner:
Respect …
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. …
Learn about RB9 with ReporterBase 101
ReporterBase 101 covers RB9’s modules, each module’s functions, and RB9 concepts in individual lessons. …