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ReporterBase > Services > RB9 > Updates: 2022202120202019

What’s been added or updated in RB products

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.

Latest update

ReporterBase 9.40

Release date: January 1, 2023

New functions

The latest RB update includes 3 new functions:

  • Tasks (Monthly View) 

    Similar to Jobs (Monthly View), view tasks as items on an interactive calendar page instead of in a list. You can customize the view in Setup > System Preferences with options similar to the Jobs monthly calendar options. Original Tasks function is renamed Tasks (List View) and includes all jobs. Monthly View will only display jobs that include tasks.

  • Send Payment Receipts 

    Send clients receipts acknowledging posted payments. Create your own Payment Receipt forms in Tools > Form Templates, and customize the Subject line of the email that accompanies payment receipts in Setup > System Preferences.

  • Send Invitations 

    Email new contacts or resources invitations to RB Connect that automatically includes their login credentials. Customize the invitation forms with your own content, RB9 data fields, text formatting, and images.

Top features

  • Sort results grids by multiple columns 

    In any results grid you can select more than one column to sort the list, choose the order of the columns to sort by, and whether to sort by ascending or descending order in each selected column. 

  • Special treatment of rush order messages 

    To make rush order messages from Turn In stand out in Notifications and Messages, only rush order  messages are flagged by RB and their Subject line appears in red.

  • Add color & text styling to notes & remarks 

    Change the appearance of the contents of:

    • Direct Billing Notes
    • Notes in Edit Task panel
    • Invoice Messages
    • Firm and Contact Calendar Notes
    • Production/Billing Notes 
    • Case Remarks
    • Scheduling Notes
    • Confirmation Notes
    • Resource Notification Notes
    • Notes Templates

    Change the font name, size, and color. Appearance formatting appears in the fields in RB and also in forms, invoices, reports, etc. that include the fields.

  • Add multiple contacts at a firm at once as parties to a case 

    When adding additional parties to a case, you can add multiple contacts at the same firm simultaneously from the New Party panel.

  • Inactive contacts hidden as default in Firm’s All Contacts panel 

    Initial view of All Contacts panel in a firm listing shows only active clients. Show Inactive button has been added to the panel to access a firm’s entire contact list.

  • Send Draft Pay Statement to resources 

    If you want to give reporters the opportunity to verify that nothing is missing from their upcoming pay that they were expecting to receive, you can now print and/or email Draft Pay Statements to resources. Customize the email sent with draft pay statements in Setup > System Preferences.

  • Assign preferred resources in Quick Assignments 

    If you maintain preferred/blocked resources lists for firms and contacts you can view those lists in Quick Assignments, so you can:

    • Avoid attempting to assign a blocked resource.
    • Assign an ordering firm’s or ordering contact’s preferred resource to a task with a click. 
  • Monthly View calendars always display today’s date 

    If your browser window isn’t large enough to display the whole Job (Monthly View) or Task (Monthly View) calendar page, RB will default to display the area with today’s date so you don’t have to scroll.

  • Have repository files publish when uploaded as the default 

    System Preference added in Production > Repository to default to publish new uploads. Previously you had to check the Publish box when uploading files. Now if this option is selected, you uncheck the box when uploading files you do not want to publish.

  • More warnings displayed in jobs 

    Warning fields with red text have been added to job detail screens for:

    • Scheduling Firm
    • Scheduled By
    • When Firm is selected in the Location Type drop-down
  • Collapsed view in Turn In > Invoice grid stays collapsed 

    Selecting a More action in the invoice pane of an Edit Turn In screen no longer affects the current expanded/collapsed state of the invoices listed in the Invoices grid. In earlier versions, performing a More action would default all of the listed invoices to an expanded view.

  • More unlimited length text fields 

    RB adds more unlimited text fields in this update. Now you can enter as much information as desired in:

    • Direct Billing Notes
    • Notes in Edit Task panel
    • Invoice Messages
    • Firm and Contact Calendar Notes
    • Production/Billing Notes 
  • Add repository files in New Job screen 

    Instead of having to save a new job before you can upload files to its repository, the Repository pane appears in the New Job screen as well as the Edit Job screen.

  • New Email Log options 

    In System Preferences > Tools > Email Log, designate which types of RB9 emails you want to keep track of and how long you want to store them. Previously only sent email’s contents and attachments file names were recorded. Now all attachment files will be stored as well and add on to your repository size. So you have the option to deselect all unnecessary email types that do not need to be recorded so you can manage your repository size. 

  • Update the status of individual tasks 

    A Task Status field has been added to the Task panel. You can add your own task status categories in Setup > Lists, then select from them in individual tasks’ Change Status drop-downs. You can also view individual tasks’ status history from their Task Status fields. 

  • Allow resources to update task status through RB Connect/RB Connect Mobile 

    Task Status has been added to the Task pane of View Job windows in RB Connect so resources can see what stage a task is in. You can also give them the ability to change the Task Status themselves by enabling online task status changes in Connect Preferences > Resource-Jobs. 

Also

  • Status column added to Tasks grid in job detail screens.
  • End Time and Task Status columns added to Tasks (List View) results grid.
  • Status column changed to Job Status in Tasks (List View) results grid. 
  • Task Status column added to Tasks in Progress results grid.
  • Changed to default to Validate Address in new FedEx and UPS shipping labels in Shipping. Previous default was to not validate address.
  • Invoices emailed from the Client Activity function are recorded in the invoice’s Notes Log with the explanation that it was sent from Client Activity.

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

Can’t find a feature you want?

Log in to the customer portal and submit your feature request in our Idea Collaborator.