May ’20 update includes better paper trails & faster client searches

RB9.11 released May 1, 2020 includes many new efficiencies and some valuable new options, like the ability to print envelopes from RB9. This list is an overview of the new features. Visit the updates page on the website for video demos of some of the new features. And log into the customer portal to see more details.

Search firms by contact improved

When you use the Search By Contact Name option in firm searches, the results returned are listed by contact and firm name instead of firm name only, so you can more quickly located the correct firm.

Also, when creating a new job, if you search by Contact Name, when you click the hyperlinked contact name in the search results, the New Job window automatically defaults to the contact’s name in the Scheduling Contact and Ordering Contact fields, eliminating the need to choose the contact again.

Keep a paper trail of your RB9 emails

You now have the option to always send yourself a blind carbon copy of emails you send through RB9. Set in User Preferences.

Resize multi-line input boxes to see entire entry

Multi-line input boxes in Edit windows are resizable. Drag the bottom-right handle of a multi-line box to grow the box so you can view the contents without scrolling. (Not available in Internet Explorer or Edge browsers.)

Search and edit linked jobs

If you use linked jobs instead of tasks for the video portion of a depo job or for other separate tasks of one job, those linked jobs now appear in job searches in the Calendar, so you can easily look up and edit those jobs separately from the main job they are linked to.

Also, the Linked Job field in a job is now editable so you can link a job to an existing job, or delete a link between jobs.

Improved Job Printout layout

Information about each job on the Job Printout has been rearranged to be easier to read:

  • Essential job information, such as date, time, job type, and ordering client are in the header of each job, which also makes it easier to distinguish between jobs on the page.
  • If a job entry doesn’t fit at the end of a page, the entire job entry is moved to the next page so there are no entries split between pages.

Faster to add multiple witnesses

Save & New option added to New Witness screen makes it faster to add multiple witnesses to a job during turn-in by keeping you in the New Witness screen.

Print addresses on envelopes

In addition to DYMO labels for correspondence and packaging, you can now generate a PDF file of addresses positioned to print on standard envelope sizes or create your own custom layout.

Use popular queries to make custom reports

Instead of writing your own queries from scratch in Query Maker, download queries written by RB9 staff and other users to generate reports that are most commonly requested but are not in RB9 yet.

Mass update a firm’s contact notification emails

You can designate one contact’s email address to receive a specific type of notification email (Job, Invoice, Repository) for multiple contacts at a firm at once. You can also delete notification emails to some or all contacts at a firm at once.

This is handy when someone leaves the firm who has been responsible for all the contacts’ accounting emails, for example. You can globally delete that email from the contacts’ list, then add the new email address. All in one function.

More merge options

You can now merge more list entries, retaining historical data but reducing the number of entries in a list and removing entries you don’t need. For a complete list of the new merge-able lists, see the update notice for ReporterBase 9.11 in the Knowledgebase.

Set different margins for condensed transcripts, word lists, and word indexes

When setting up PDF transcript templates, you can set different page margins for the full-size transcript, the condensed transcript, the word list, and the word index. You can also change them on the fly when creating RB-PDF transcripts.

Set longer time-out intervals

For security reasons, RB9 automatically logs users out after a certain period of inactivity unless they indicate they want to stay connected. Now you can change the session timeout interval from the default 20 minutes to up to 60 minutes.

Canceled jobs easy to see in RB Connect

To make them stand out, canceled jobs appear in red in List view, and in red and crossed-out in Calendar view in both Contact and Resource sides of RB Connect.

More update improvements

  • Faster log-in
    Log-in processing speed is up to 30% faster in this release.
  • Record of job confirmations & cancellations includes address
    When you send job confirmations or cancellations via email, RB9 makes a Job Confirmation/Cancellation entry that includes the receiver’s email address in the Notes Log of the jobs.
  • Record of sent invoices & statements includes address
    When you send invoices or statements via email, RB9 makes a “sent” entry that includes the receiver’s email address in the Notes Log of the invoices/statements.
  • View invoice details in Receivable Transaction Inquiry
    Numbers that appear in the Invoice No. column of search results in the Receivable Transaction Inquiry function are hyperlinked to the related invoice for all transaction types except Payment.
  • Grand total appears on Resource Billings Report
    The Resource Billings Report now includes a grand total on the last page adding together all the resources’ earnings in the report.
  • Job numbers included on statements
    Invoices listed on statements now include their job number along with the invoice number, invoice date, job date, witness name, and balance.
  • See active entities in Tag Manager results
    The Tag Manager now includes an Active column in the search results so you can see at a glance which entities are still active (such as clients who are still scheduling jobs), so you can send emails, letters, etc. to only active clients.
  • See warnings about locations at a glance
    Location warnings are now included in the results grid of the Locations module, so you can see if there is a warning about a location without having to click into the location’s  details.
  • Exclude automatic file attachments for designated tasks
    If you have set up Assignment Notifications to have repository files automatically attached to them, you can designate specific tasks you do not want to include these files with their notifications.
  • Include client’s phone number on invoices & statements
    Default option prints the Bill To client’s number below their address.
  • Always print details on a firm’s invoices
    You can set as a default to have services listed on all new firms’ invoices. You can turn off the option on individual firm’s listings.

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