Category Archives: Lesson
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 …
Target your marketing for better results
Use tags — keywords or phrases — to organize entities like clients or resources. Send emails or regular mail to all entities tagged the same …
Globally update settings for jobs & entities
Quickly update different clients, jobs, resources, and locations at the same time …
Import your address book into RB9
Instead of re-keying, save time and eliminate errors by importing existing client and resource information from other applications …
