Tag Archives: 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. …
Did you know about RB9’s Client Activity emails?
Like the RB8 version, RB9’s Inquiry > Client Activity gives you the ability to find a specific client’s invoices or a subset of their invoices using different search parameters. …
Did you know about RB9’s Account Overview?
With this feature, you can view month-by-month comparisons of financial and job activity for a single entity as line graphs. …