Tag Archives: RB9
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. …
Did you know you can create your own job statuses?
In RB9, you can create additional job statuses to accommodate specific calendar needs. …
Top 10 reasons to upgrade to RB9 today
With RB8’s retirement Dec. 1, 2020, we want to remind you of some of the reasons you should upgrade to RB9 and why you should do it now instead of later. …
Keep your text messages brief & to the point
When crafting SMS messages in RB, keep in mind that different carriers have different character limits for text messages (some as short as 67 characters for Subject and Message combined). If your message is too long, it will be truncated and missing important information. …
RB9 Winter 2020 update features security & convenience
The first RB9 update of 2020 incorporates client requests from the Idea Collaborator and best business practices for security and accounting. …
