Category Archives: ReporterBase
What is RB Connect Mobile?
As its name implies, RB Connect Mobile gives your clients and reporters access to your RB Connect on their smart phones and other mobile devices. You clients can do everything they do online but in an environment designed for the much smaller screens of mobile devices. …
Upgrading to RB9 is easy
Upgrading to RB9 is easier than you may think. And if you do it sooner rather than later, you don’t have to worry about hitting the RB8 December 1, 2020 cutoff date. …
Keep your text messages brief & to the point
When crafting SMS messages in RB, keep in mind that different carriers have different character limits for text messages (some as short as 67 characters for Subject and Message combined). If your message is too long, it will be truncated and missing important information. …
RB9 Winter 2020 update features security & convenience
The first RB9 update of 2020 incorporates client requests from the Idea Collaborator and best business practices for security and accounting. …
Did you know about RB9’s Client Activity emails?
Like the RB8 version, RB9’s Inquiry > Client Activity gives you the ability to find a specific client’s invoices or a subset of their invoices using different search parameters. …
Does the new consumer privacy act apply to you?
A new state law, the California Consumer Privacy Act (CCPA), went into effect this month, and even if you are not a California business, it might affect you. …
Did you know about RB9’s Account Overview?
With this feature, you can view month-by-month comparisons of financial and job activity for a single entity as line graphs. …