Category Archives: RB9

2023: Year in review

The big news in 2023 was 2 major RB9 updates that added 5 new functions and a plethora of improvements

Posted on by OMTI’s Communications Director.

RB9 & QuickBooks animation

With RB9 you don’t have to reenter your financials into QuickBooks manually

Posted on by OMTI’s Communications Director.

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.

Posted on by OMTI’s Communications Director.

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.

Posted on by OMTI’s Communications Director.

New functions & other improvements in 2023 Q4 RB9 update

You will start seeing improvements in the latest RB9 update even before you sign in: The Login screen now automatically displays the last Login Name used eliminating the need to enter your user name every time. The latest RB9 update,

Posted on by OMTI’s Communications Director.

Things to Know/Do After RB 9.44 Update Release

The next RB9 update — to be released Nov. 6, 2023 — includes 2 new features that will require some setup on your part for your RB9 to work correctly

Posted on by OMTI’s Communications Director.

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

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It’s your information — use it!

Generate client lists for your sales reps and Client Of resources using RB9’s Query Maker

Posted on by OMTI’s Communications Director.

Exhibit linking in RB9 animation

RB9 can automatically hyperlink exhibits to RB-PDF Transcripts

Posted on by OMTI’s Communications Director.