Latest update

ReporterBase 9.60

Release date: October 21, 2025

This update features smarter searches and results — including a new function that makes it easier to search merged entities in RB9.

Highlights

• Easier searches 

  Previously when you searched for “angela smith” in RB9, only results that contained the exact content you entered were returned. Now results such as “Angela J. Smith” and “Angela Wurtsmith” are also displayed because the similarity search logic compares them to possible words made up of the entered characters and numbers.

• New Merge History function 

  You can find all of the cases, contacts, firms, resources, or locations that were merged in a specific time period. Previously you had to use the Notes Finder to search for the word “merge” in the Notes Logs of the different entities. This new function simplifies the search and the results returned while still giving you access to the individual Merge To entity’s listing from the results grid.

• New States function 

  This new function gives you the ability to customize the State dropdown list in RB9. Add, edit, and delete states for countries other than the USA. Shorten State dropdown lists by hiding states you don’t need.

• More functions include Save & Edit option 

  Now you can stay in the Edit window/panel in more functions after saving your work. Save & Edit has been added to:

  • In Cases – Edit Case and Edit Party
  • In all Jobs functions – Edit Party
  • In Turn In – Edit Invoice, Edit Order, and Edit Service
  • In Tracking – Edit Tracking
  • In Shipping – Edit Shipment
  • In all Entities (Firms, Contacts, Resources, Locations, and Business Units) – Edit [Entity]
• Zoom meeting scheduling changes 
  • When copying a job that includes a Zoom meeting, the Location for Remote Participants section of the original job is no longer copied and displays as blank.
  • If you create a Zoom meeting in RB9 for a job and the job time changes, the Zoom meeting’s time automatically updates too.
• Improved invoicing 
  • You can have units appear as (Pages * Units) on invoices for service items set to “Use Pages for calculation” by turning on the new “Use (Pages * Units) to print Units” system preference for Print Options in Billing preferences.
  • There is another new Billing preference which will include “Split” in service item names on invoices for parties who opted to share the cost of a service item.
  • You can post an invoice from the Preview Invoice screen.
• Access more detailed info in inquiries 

  In posted invoices, you can now click a hyperlink in the Transaction Type column of the invoice’s Receivable Transactions grid to see the corresponding transaction detail screen. (In Send Invoices, Invoice Inquiry, and Override Resource Pay Inquiry.)

  Similarly in the Receivable Transaction Inquiry function, you can now click a hyperlink in the Applied Invoice(s) grid of a View Payment detail window to open the corresponding invoice’s detail window.

• Add related invoices to collection letters 

  You can now include the relevant invoices automatically as attachments when sending collection letters.

• Form Templates improvements 
  • The Data Fields > Insert List Data function has been changed to Insert Data Table.
  • Added 'Parties' and 'Tasks' Data Tables to Job Confirmations and Job Cancellations templates.
  • When creating new forms or editing existing forms, the Save button now has Save & Edit and Save & Close options.
  • Edit Form automatically saves its contents every minute to prevent the loss of your changes.
• Choose third-party SMS vendors to send texts from RB 

  Since the existing SMS Email Gateway Service used in RB9 for text messaging is being discontinued by many mobile carrier vendors. we have added third-party SMS vendors, Telnyx and Twilio, as options so you can continue to send text messages from within RB.

• New online payment processing service added 

  First Data’s Clover payment gateway service has been added to Connect Preferences > Contact-Account Activity’s online payment methods. First Data is discontinuing Payeezy, their existing payment gateway service. Therefore, we recommend switching to First Data (Clover) in Connect Preferences.

More RB9 improvements

• When sending emails from RB9, you can designate them as important so they are flagged in the recipient’s inbox to get their attention. (Does not work in Gmail.)
• In User Preferences, you can select how often you want the system to check for new messages in Notifications and Messages or turn off message checking entirely.
• New Calendar search filters: Resource City in Resource Availability and Use Job’s Specialties in Resource Blast.
• You can now export the main grid in Resource Availability to Excel.
• The Resource Blast function is now accessible under individual jobs’ shortcuts button in the Jobs (List View) results grid.
• New Resource Blast filter, Use Job’s Specialties, restricts search results to only those resources whose skills and/or expertise match the specialties requested for the job.
• You can now select the Read & Sign client for a turned in transcript from the job’s parties.
• Job Start Time and Job End Time merge fields have been added to Invoice Message options.
• FedEx One Rate options were added to Package Information price options in Shipping when preparing FedEx labels in RB9.
• In Invoice Inquiry, you can search for invoices by invoice amount, original invoice minus any payments amount (Balance amount), or current balance including all fees added since the original invoice was issued, such as late charges and finance charges, and minus any payments already made (Balance+ amount).
• When searching open invoices in Invoice Inquiry, you no longer have to select any other filters so you can quickly see all unpaid invoices.
• You can now enter February 29th as an important date to remember in a contact’s Anniversaries section of their listing. Then in Anniversary Inquiry, select February 29 in the new month and day dropdowns when searching for dates. Entering a year is optional when adding dates to remember and is no longer used when searching in Anniversary Inquiry — only month and date are included in the Search By pane.
• In Anniversary Inquiry and when searching contacts in Marketing Inquiry, Salutation, First Name, Last Name, and Contact Type appear in the results grid.
• Bill To Firm and Bill To Contact appear in the results grid of the Enter Other Transactions function.
• For duplicate payments and refunds, you can apply multiple invoices to a single check. As you apply invoices to the transaction, the check amount increases by the invoice amounts, not the actual check amount.
• You can now update rush type information in multiple billing or pay rate tables at once using Mass Update options in Edit Rush Type windows.
• You can include Job Start Time and Job End Time merge fields in invoice messages.
• A default work schedule can be set in Resource System Preferences which will appear as the default when creating a new Resource.
• Turn on social media login option to allow users to sign into RB using their Facebook, Google+, LinkedIn, or Microsoft social media account.
• In Connect Preferences, you can designate who the system notifies when a contact or resource changes their profile information in RB Connect.

RB Connect & Connect Mobile improvements

• If you allow contacts and/or resources to sign into RB Connect using their social media accounts, they now have the option of using their Microsoft account in addition to their Facebook, Google+, or LinkedIn account.
• Contacts can filter their calendars to show only the jobs they scheduled. Not all of the jobs they or their company are a party to.
• Contacts no longer have to enter their street address, city, or state when paying invoices online.
• For resources, Job Location has been to tooltips in Calendar view.
• Resources can now see a firm’s Firm No. without leaving the main Firms screen in RB Connect.

Check previous updates information here

Look up previous updates on the 2024 updates, 2023 updates, 2022 updates, 2021 updates, 2020 updates and 2019 updates pages.