New Tools function & other improvements in 2022 Q2 update

The latest RB9 update, RB 9.30, released April 25, includes some system-wide updates — such as improved results grid displays — plus a new Tools function, and new features in 20 RB9 functions and 6 RB Connect/RB Connect Mobile functions.

For the full list of this update’s features and more details — including video explanations of some new features — visit the RB9 latest update page.

New Tools function

Instead of typing the same information into the notes for each case/job — or copying and pasting the info from a Word doc — you can now create templates for notes fields in cases and jobs.

With the new Notes Templates function, you can create as many templates as you want for certain notes fields in cases and jobs. Notes templates are organized into Notes Groups so that when selecting a template in a Notes field, only the relevant ones appear. For example, templates saved in the Cases-Remarks Notes Group will be available to select in the Remarks field in a case listing.

New & updated feature highlights

Switching from View mode to Edit mode doesn’t lose your place

When viewing a detail screen, if you click the Edit button, you stay in the same area of the screen instead of jumping back to the top of the page.

Unlimited text input in Case Remarks fields

Along with the new Notes Templates for case remarks, there is no limit to how much information you include in case remarks.

Assign Client Of resources to cases

Use the Client Of field in a case’s detail screen to designate which resource gets credit for jobs tied to this case. Also:

  • You can search cases by Client Of resource, and view Client Of resources in the Cases results grid.
  • Resources can view all jobs for a case that they are the designated Client Of resource in their RB Connect calendar.

Zoom meeting improvements

  • More Zoom meeting info displayed in Directions field
    When scheduling a Zoom meeting, more details automatically appear in the Job Location’s Directions field, minimizing the information you have to type in.
  • Zoom meeting info stays the same for rescheduled jobs
    When rescheduling a job that is a Zoom meeting, the Zoom meeting date and time are automatically updated, so you do not have to send clients a new Zoom meeting ID and passcode.
  • Zoom meetings automatically deleted when jobs are canceled
    When you cancel a job that was scheduled as a Zoom meeting, the Zoom meeting will be automatically deleted by RB. (Zoom meetings scheduled from prior versions of RB9 will not be automatically deleted.)

Designate Preferred & Blocked Resources for clients

New sections have been added to Firm and Contact listings for designating Preferred and Blocked Resources for individual firms and contacts. When assigning resources to tasks, you are alerted to the ordering client’s preferences.

Faster Quick Assignments

The screen layout has been rearranged to match other functions: Search Criteria is now on the left, and Search Resources is in the right side of the screen. You can search by tasks, and assign previous resources under the Action button.

Add Scheduled By email to Assignment Notifications

You can now automatically include Scheduled By email addresses in Assignment Notifications. These contacts also appear in resources’ RB Connect List View calendar when searched by Client Of or Sales Rep.

Everyone can view the same job at the same time in Turn In, but only one person at a time can update it

Turn In detail screen now have View and Edit modes to avoid duplicate access. The first person to access a job in Turn In is automatically in Edit mode. Other users will be in View mode.

Add credit card surcharges when applying payments

In Receive Payments, you can now add a surcharge to posted invoices while applying payments to invoices. You can use this for the fees you incur processing payments by credit card. When you process a credit card payment, a line item for the fee will appear on the current invoice to show it has been paid. It will also appear in various RB9 results and reports, QuickBooks Integrator imports, and in Contact Account Activity in RB Connect/Connect Mobile.

Add retroactive finance charges

You can add retroactive finance charges manually using the new Generate > Manual function in Finance Charges. The existing Generate function has been changed to Generate > Auto.

Color-code older A/R amounts on statements

Use the new Colors of Age options in System Preferences to change the text color of open invoice lines according to the invoices’ age in statements.

Autofill entities’ full names

Enable Autofill for Contact and/or Resource names in System Preferences, and RB9 will automatically fill the Full Name field when First Name, Mi., Last Name, and Salutation are updated in individual entities’ screens.

Required custom drop-down selections

When creating a custom field in Connect Preferences that is a list, you can require users to make a selection before their request can be processed.

Designate turn-in notifications by task

If resources use RB Connect Turn In, you can select users to be notified per Task type in Connect Preferences. If no task is specified for a user listed, they will receive notifications for all Task types.

Easier to update personal preferences in Connect/Connect Mobile

In both RB Connect and Connect Mobile, when contacts or resources access Preferences, they no longer have to click an Edit button to update their choices.

Resources can view their Client Of case jobs

In the Jobs screens of RB Connect and Connect Mobile, when resources search their List View calendar by Client Of, they can see all jobs which they are the Client Of resource as designated in cases or by ordering contacts.

More update features

  • A Represents column has been added to the Parties grid in Case and Job detail screens so you don’t have to click into a party to find this information.
  • In Resource Blast, you can search for resources to contact by state.
  • In Turn In, changed Client Of commission calculation to use Client Of from Case. If Client Of from Case is not set, then RB uses Client Of from Contact while calculating invoices.
  • You can run Gross Profit Reports by Bill To Firm.
  • Run the Task Turnaround Analysis report for specific types of tasks.
  • QuickBooks Integrator has been changed to continuously import all checked items even when an error occurs. If any errors occurred during import, that information appears in the Error column on the grid.

For more details about this latest update and previous updates, visit the RB9 updates section.

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