RB9, RB Lite, & RB Connect 2024 updates

ReporterBase 9.50

Release date: March 6, 2024

What’s new this time?

In this first update of 2024 you will notice changes from the first time you log in — plus interface and user experience improvements, and new search and shipping options.

• What’s New tab 

  After logging in, the What’s New screen is displayed as a tab so that you can use another function immediately after opening a new version of RB and read what’s in the update later.

• New shipping authentication method requires action on your part 

  If you use RB9 to print and track FedEx or UPS shipping labels you must change your authentication credentials before the current methods become obsolete:

  FedEx

  The current authentication method used for FedEx shipments through RB9 will no longer work after May 15, 2024. A new authentication method, OAuth2, replaces the current Developer Key method.

  Existing Developer Key users must refer to Help in RB9 or the latest User Guide to create and implement the Client ID and Client Secret used in OAuth2 before May 15, 2024.

  UPS

  The current authentication method used for UPS shipments through RB9 will no longer work after July 5, 2024. A new authentication method, OAuth2, replaces the current Access Key method.

  Existing Access Key users must refer to Help in RB9 or the latest User Guide to create and implement the Client ID and Client Secret used in OAuth2 before July 5, 2024. “Star” format, which was supported in Access Key authentication, is no longer supported in OAuth2.

• Choose your default pricing option for FedEx shipping 

  Another FedEx update in RB9:

  You can now choose the simpler FedEx One Rate pricing option instead of the FedEx Standard Rate option for shipping in RB9. Price Option was added to Production > FedEx Accounts for Shipping Label > Default Value for Package Information in System Preferences. Previously RB9 used only the FedEx Standard Rate.

• Improved file downloads 

  The file download experience has been improved in RB9, RB Lite, and RB Connect:

  1. File size limitations have expanded when downloading multiple files at once:

     	Previous	Current
     Single File Size	Less than 200MB	No limit
     Total Files Size	Less than 1GB	Less than 3GB

  2. File download speed has improved 200-300% due to improving the multiple files downloading engine and performing the zipping and downloading processes simultaneously.

• No more scrolling witness lists 

  In the Witnesses grid in Turn In the grid height automatically increases depending on the number of witnesses listed so you can see all the witnesses in the job without scrolling.

• Find active clients easier in Anniversary Inquiry 

  If you want to only send birthday/anniversary greetings to active clients, it’s easier in the latest update:

  • Show Active Only option has been added to the search criteria in Anniversary Inquiry.
  • Active clients are flagged in Anniversary Inquiry’s search results grid.
• See better in Dark Mode which function you are in  

  If you use Dark Mode in RB9/RB Lite, the tab border was adjusted to make it clearer which function is currently active.