Category Archives: Function
Contacts work at your client firms
Maintain a deep database of your contacts in RB …
Firms are your clients
Maintain a deep database of client companies in RB …
Import RB9 data directly into QuickBooks
Import RB9 entities, invoices, paychecks, and payment transactions into this popular accounting software …
DIY reports: Create your own RB9 reports
Perform custom searches of your RB9 database, and create your own reports from the results …
View emails sent from within RB9
While RB9 does not include a full email program, it does log most automatic emails sent through the system so you have a paper trail …
Keep your own copy of RB9 files
Back up your RB9 database to your desktop …
Keep a record of repository downloads
Monitor repository usage by in-house staff as well as by clients and resources as required by general security rules for business applications …
Locate notes made anywhere in RB9
Search notes globally in RB9 …
Create & manage label templates
Set up custom label templates for company-wide use …
Customize & create your own forms
RB gives you the ability to email and print forms and letters to clients, resources, and others. The forms and letters that are produced are all customizable to fit your business …
