Category Archives: Tools
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
RB9 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 …
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 …
