Category Archives: RB9
It’s your information — use it!
Generate client lists for your sales reps and Client Of resources using RB9’s Query Maker …
Exhibit linking in RB9 animation
RB9 can automatically hyperlink exhibits to RB-PDF Transcripts …
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…
Updated Microsoft email protocol
Use this new protocol when setting up RB to work with Microsoft 365 …
Don’t lose Zoom interactivity
Zoom has announced that they are deprecating the API we use to connect RB to Zoom. What this means is that your Zoom meeting controls in RB will stop working June 1, 2023 unless you update your settings. …
New functions & other great improvements in 1/1/23 update
The RB 9.40 update, to be released January 1, is a major update. It includes some system-wide updates — such as multiple column sorting in results grids — plus new functions and new features in over 20 RB9, RB Lite, and RB Connect/RB Connect Mobile functions. …
Use our security docs to market your business
We have added a couple of new files to the Marketing Materials section you can use in your marketing kit to promote the security of your data management …