Tag Archives: Notes Finder

Locate notes made anywhere in RB9

Search notes globally in RB9 …

Lesson #99
Tools – Notes Finder function

With 10 different sets of Notes Logs, it can be difficult to remember exactly where a particular note was entered in RB9. Use Notes Finder to search for log notes entered manually by users and automatically by the system.

With this tool, you can search for notes made in:

  • Case listings
  • Contact listings
  • Firm listings
  • Firms’ collections histories
  • Invoice listings
  • Job listings
  • Location listings
  • Resource listings
  • Tracking listings
  • Witness listings

Search each Notes Log category for notes by:

  • Date or date range
  • All (system generated and entered by staff) or a single person who entered the note(s)
  • Word or phrase
  • Notes type, such as marketing, or action type for collections, such as call made. You can search all types, a single type, or several types at once.

You can include all notes in your search, or exclude cancelled notes from your search.

View search results

RB9 displays the notes that meet your search criteria with the most recent notes listed first. You can see at a glance:

  • Each note’s contents.
  • Where the note is stored.
  • Who entered it and when, or if added by the system automatically, who triggered the entry.
  • Type of note.
  • How it was communicated, or what action was taken.
  • If you include cancelled notes, when they were cancelled and by whom.

You can sort the notes listed by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

Drill down in any note to see more information associated with the note, such as the contact listing associated with a contact note. From there you can edit/update the listing, upload/download repository files, and add more notes to its Notes Log.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Use the Notes Finder tool to find notes quickly anywhere in RB9.

RB concepts in this lesson

Contact: Person who works for a firm you do business with, such as attorneys.

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

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

Location: Place where jobs occur.

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, such as a case, job, invoice, or entity. More >

Resource: Person or thing that provides your business with a service, such as reporters.

Tracking: System for keeping track of where production items are in your production cycle and physically in your office.

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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 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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