Tag Archives: Anniversary Inquiry

First RB9 update of 2024 requires new shipping credentials

In this first update of 2024 (release date: March 6) the authentication method for UPS accounts has changed because the current method will stop working soon. To keep using UPS shipping labels in RB9 you must set up new accounts

Posted on by OMTI’s Communications Director.

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.

Posted on by OMTI Communications Director.

Marketing tips

RB tools and strategies from fellow users to help you promote your firm.

Posted on by OMTI Communications Director.