Category Archives: Tools

Add boilerplate text to notes without typing

Eliminate redundant typing by creating templates of boilerplate text for job and case notes


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


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