Tag Archives: Merge History

Review historical data on merged cases & entities

Review merged cases, contacts, firms, locations, and resources for the current month or any date range …

Lesson #172
Tools – Merge History function

You can merge certain types of RB data into similar entries in RB9’s database. When you merge a case/firm/contact/resource/location into another one, RB9 records the event. Use this function to find merged entries, when they were merged, and by which staff member.

You can find all of the cases, contacts, firms, resources, or locations that were merged in any specified time period. Instead of using the Notes Finder to search for the word “merge” in the Notes Logs of the different entities, this function simplifies the search and the results returned while still giving you easy access to the individual Merge To entry’s data.

Review merge history

The default search is for any firms that were merged in the last 30 days. Any merger listed in search results displays:

  • Name of the entry that was merged
  • Name of the entry that was merged into
  • Who on your staff did the merger
  • Time and date of the merger

Use the search filters to find other mergers. You can search for mergers of several types of data including:

  • Case
  • Contact
  • Firm
  • Location
  • Resource

In addition to choosing which type of data to find mergers of, you can change the date range from the current month to any date range.

You can sort the list in ascending or descending order of any column by clicking the column’s header. Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, share, use in other applications, or print as a report.

In addition to the information that is displayed in the search results, you can click any listing to view its entire entry in your RB9 database and optionally update its information.

TL;DR: Review mergers of cases, contacts, firms, locations, and resources for the current month or any date range. Update individual entries’ listings if desired.

RB9 concepts in this lesson

Contact: Person who works for a firm you do business with — such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.

Firm: Business you provide services to — usually law firms.

Location: Place where jobs occur — such as court rooms, hospitals, schools, doctors’ offices, or private residences.

Resource: Person or thing that provides your business with a service — such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.

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Tools

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

Lesson #93
DIY in your RB9

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 RB9.
  • 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 RB9 data. 
  • Modify default label templates and create new ones.
  • Search notes globally in RB9 Notes Logs.
  • Monitor repository usage by in-house staff as well as by clients and resources via RB9 Connect as required by general security rules for business applications.
  • Save copies of your RB9 database to your hard drive/server.
  • View automatic emails sent from your RB9.
  • Perform custom searches of your RB9 data­base, and create your own reports from the results. (If you require more complex reports from RB9, we offer a plug-in called Data Reader and custom programming if you would like OMTI to create something for you. )
  • Import RB9 entities, invoices, paychecks, and payment transactions into QuickBooks. 
  • Send invitations to reporters to join ReporterBase.com and grant you proxy to apply their digital signatures to RB-PDF Transcripts. Then monitor your use of their signatures.
  • Find other court reporting agencies and related businesses to share work with.

Tools functions by name

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

RB9 concepts in this lesson

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by RB9 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. More >

RB-PDF Transcript: PDF version of a transcript with built-in transcript-specific features and customization options. More >

ReporterBase Digital Signature Proxy (RB-DSP): Free digital signatures for reporters and agencies that agencies apply to RB-PDF Transcripts. More >

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