What’s been added or updated in RB9 & RB Connect
Find new feature descriptions here and their release dates.
Registered users of RB can sign in to our customer portal and check our KnowledgeBase for complete lists of updates including bug fixes. Not a registered user? Contact OMTI for your log-in credentials.
Release date: June 10, 2019
View completed tasks in Tasks in Progress
Previously, you could only view outstanding tasks in Tasks in Progress lists. Now, you have the option to see completed tasks along with their completion date in search results for jobs that have not been invoiced yet.
Previous 2019 updates
Release date: June 3, 2019
RB Connect Mobile now available
Mobile-optimized version of RB Connect, RB Connect Mobile, is released. With this release, new options in Connect Branding Preferences were added for users who have the RB Connect Mobile plug-in.
Easier to understand ‘Access’ label
“Grant Access From” label in Contact entries changed to “Have Access To” to avoid confusion. Contacts who are seniors to other contacts, can be granted access to the other contacts’ activities in RB Connect.
Release date: May 20, 2019
Can use 3rd-party email sender service for RB9 emails
Previous versions of RB9 only allowed users to enter email address and password for SMTP authentication. And the email account had to be the same as the sender’s email address. So if an RB9 user wanted to use an email sender service, such as Mailgun or Postmark, they couldn’t enter the API key.
This version changed System Preferences and User Preferences to separate sender's email address and authentication. Now you can type an account name that is not the sender’s email address. Plus passwords can be up to 80 characters.
Turn In’s Service panel cleaned up
“Show rush text on invoice” and “Show rush amount on invoice” options no longer appear in New/View/Edit Service panel in Turn In when the service’s Service Group is Original, Copy w/Original, Copy, or Additional Copy.
More info for production staff
Job’s Production/Billing Notes added to View/Edit Invoice Panel in Turn In and on Production Sheets.
Added User Guides to RB Connect
Both contacts and resources can access contextural help from any screen with a Help button, or access the user guide from the main menu under Help.
Release date: April 3, 2019
Include more information on Job Printouts
Added options to include job confirmation and assignment notification notes to Job Printout reports.
Release date: April 2, 2019
Changing a task prompts you to confirm its due date
In a job detail window, if you change an existing task to a new type of task that has a different turn-around time, a popup will appear asking if you want to change the due date of the task if the new task’s Due Date would be different than the original task’s Due Date.
Release date: March 28, 2019
Hide/show a job’s previous resources and related files in RB Connect Resource site
If you do not want your resources to see who also worked on a case, you can hide the Previous Resources pane in job detail windows in your RB Connect-Resource site. You can also hide the Related Files pane if you do not want to give resources access to files other than the current job’s transcripts and exhibits. This option applies globally to your company’s RB Connect-Resource site.
Release date: March 25, 2019
Turn in jobs from job calendars
If you handle both job scheduling and job turn in, you can now turn in a job from its job detail window in Calendar functions using the More > Turn In option in any job detail window.
Directions merge fields in forms and emails
You can automatically include directions to job locations in Assignment Notification and Job Confirmation forms and emails with the new JobLocation > Directions merge field.
More information in Tasks grid
You can now view a task’s start time and any notations entered in the task’s job, such as “V” (for video) in the Tasks grid so you don’t have to open the task to see this information.
Release date: March 18, 2019
Restrict each contact’s online access to specific files
If you don’t want to give a contact access to a specific file in the Witness-level repository in Turn In, you can remove their access. For example, if Witness A has a PDF transcript, video, and exhibits in the repository, you can designate that Contact 1 can access only the PDF transcript and exhibits, while Contact 2 can access only the PDF transcript and video file. This eliminates the need to create duplicates of the same witness (e.g., Witness A-1 and Witness A-2) to upload different combinations of the same files to.
Multiple FedEx and UPS accounts
You can set up multiple FedEx and UPS accounts in RB9 to select from when printing labels.
Multiple company and personal email accounts
You can have more than the default email account for your company, plus more than one personal email account.
View assigned resources in job calendars
Job calendars now list resources assigned to tasks in the jobs displayed. In Jobs (List View) a column was added to the grid. In Jobs (Monthly View), a column was added to every day’s footer that includes scheduled jobs. If no resources are assigned, column displays N/A.
Job location info added to Tasks grid
Job Location, plus Job Location City and State appear in the main Tasks grid.
Tasks in Progress grouped by resource
If you search Tasks in Progress for all resources’ outstanding work product, all tasks are grouped by resource, with each resource’s tasks’ Average Days Old and Total Estimated Pages listed in the footer of their task grouping.
Prefilling services is streamlined
When adding services to invoices in Turn In, Prefill Service from Billing Set and Prefill Service from Preferred Services have been combined into a single option, Prefill Service, which includes both types of prefills in one screen.
Shortcuts added to Aged A/R function
Directly access 90-day payment history, client activity, and collection letters function from each firm in Aged A/R search results.
QuickBooks connection troubleshooting
To use QuickBooks with RB9, a port must be opened from your router/firewall. To check that it is open, a button has been added to QuickBooks system preferences.
Search Transcript Packages by content
If you use the Full-Text Search plug-in, your clients can now search Transcript Packages by words: All of the words entered, any of the words entered, or the exact phrase.
Release date: February 11, 2019
Clients can search case repositories by job date
In RB Connect, “Job Date From” and “Job Date To” fields have been added to Contacts’ Repository search criteria, so users can look for files by the date or date range of a scheduled job.
Release date: February 7, 2019
Limit which tasks appear in resources’ RB Connect
“Show only notified tasks for future tasks” flag added to Resource–Jobs Connect preferences, so resources do not see tasks in their RB Connect before they have received notification that they have been assigned to those tasks.
Designate which email address gets a contact’s repository upload notices
A new Notification Type, “Repository,” has been added to Contact Notification Emails in Entities. Now in addition to designating which of a contact’s email addresses to send notifications about jobs or accounting issues to, you can designate a third email address for sending notices to when files are uploaded to relevant repositories.