Category Archives: ReporterBase
How to merge cases when you have duplicates in the Case Manager
If you find you have 2 or more instances of a case in your RB8 Case Manager, you can merge them into one quickly. …
April 28, 2014 Letter from Yong Lee
Dear RB users: A few years ago, I started to experience some health problems, and I began to focus on those issues and less on the day-to-day of running a business. This created some confusion behind the scenes at OMTI,…
How to enter a case party & tie it to all existing jobs in Calendar Manager
If you need to add a party to a case that you’ve already added jobs to in RB8, here’s how to add the party to the case, its existing jobs and future jobs as well. …
Get your feature requests in the next RB update
New Idea Collaborator in our customer portal gives you a forum Idea Collaborator is the way to get your ideas for improving OMTI products, like RB8 and RB Web, implemented in future versions. It replaces our existing feedback system with an…
April 2014 ReporterBase ad in the JCR
Looking for a way to get paid quicker? It’s On™. …
2014: 1st half update
Use new customer portal to manage your subscriptions & more …
New ‘online offices’ for managing your OMTI accounts
Like RB Web online offices, OMTI has added online access for our clients to our system. You can use your new online office to get copies of invoices, manage subscriptions and more. You decide who can access your office and…
March 2014 ReporterBase ad in the JCR
Looking for a mobile office your clients can find? It’s On™. …
