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: 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.