Tools

Import data, create forms and labels, perform custom data searches, and more in this versatile toolkit …

Lesson #93
DIY in your RB

Import data, create forms and labels, perform custom data searches, and more in this versatile toolkit. In this module, you can:

  • Import existing client and resource information from other applications into RB.
  • Quickly update different clients, jobs, resources, and locations at the same time. 
  • Use tags (keywords or phrases) to organize entities like clients or resources. Send emails or regular mail to all entities tagged the same. 
  • Create forms and letters using the set of customizable templates in a word processor with mail merge that automatically incorporates your RB data. 
  • Modify default label templates and create new ones.
  • Search notes globally in RB Notes Logs.
  • Monitor repository usage by in-house staff as well as by clients and resources via RB Connect as required by general security rules for business applications.
  • Save copies of your RB database to your hard drive/server.
  • View automatic emails sent from your RB.
  • Perform custom searches of your RB data­base, and create your own reports from the results. (If you require more complex reports from RB, we offer a plug-in called Data Reader and custom programming if you would like OMTI to create something for you. )
  • Import RB entities, invoices, paychecks, and payment transactions into QuickBooks. 

Tools functions by name

TL;DR: Import data, update records, create forms and labels, and more in this versatile toolkit.

RB concepts in this lesson

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by RB appear in chronological logs in the database record where they occurred.

RB Connect: Online repository, calendar, and access to your office for clients and resources.

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