Category Archives: Training
How to update your RB8 Server
Update all of your server components for your ReporterBase products …
How to add 3rd party billing information prior to billing
Input the 3rd party’s contact & firm prior to billing, so your billing personnel don’t have to remember to change the Bill To client from the Sold To client when creating an invoice. …
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. …
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. …
Automate your support system: Requests for time off
You can eliminate calls and emails by using the Support Ticket System for reporter requests for time off. …
Keeping track of important client dates
In RB8, you can enter any event you want to remember for contacts, such as birthdays or wedding anniversaries. …
Know who is calling
You can easily see who your best clients are by looking at the number of calls they generate. …
Storing resource-related documents
Like the repositories for case, job, witness, invoice and firm in RB8, you have a place in the central repository to store all resource-related documents, such as signed contracts. …
Create your own forms
Form Manager is a tool for managing forms and letters. Like Microsoft Word, it is a word processor with mail merge, but it’s streamlined to work best with RB8. Form Manager has a set of editable common forms and letters built in. …