Category Archives: Concept

What is Prefill?

Instead of entering parties and services one at a time every time, use prefill to automatically add parties and/or services to an order or invoice …


What is an Entity?

Entities in RB are individuals, businesses, places, or discrete parts of your company, such as revenue centers or branch offices …


What is a Notes Log?

Notes Logs contain notes related to the record in which they are entered by a user or the system and are unalterable …


What is MR9?

MR9 is an online application used by records retrieval businesses and process servers to manage their business and provide services to their clients …