Author: Maria Cora

Biweekly polls are back, and I want to know what you think about this potential new payment frequency option. Would you use it? Have you ever thought about it before? Here’s the link to the poll where you can weigh in! https://forms.office.com/r/UhErWG6iet You can use your smartphone instead, if that’s easier! Just open up your […]

We squashed a quick bug in version 6.0.8 that was impacting duplicate categories on the Budget report. It should now work as intended!   All RPM Cloud servers have been automatically patched with version 6.0.8 A.   For everyone else, if you’d like to get the patch, download and install it here: https://rpmccs.com/upgrade-update/. This can […]

Version 6.0.8 is live! I’ve already spoken to several users who love the new features, especially the custom fields and note field on the Basic tab. If you’re still curious about how to make full use of the new version, I’ve just finished a video that walks you through all the major updates. You can […]

I’ve said it before, and I’ll say it again: We love reports! We’re always thinking about ways to make it easier for you to pull the information you want out of RPM quickly and concisely. This new upgrade to 6.0.8, which is rolling out over the next few days(!!!), contains several changes to reports in […]

When our clients ask if things are possible in RPM, our answer is usually, “Yes, and here’s how!” Sometimes, though, we hear a suggestion and are shocked we didn’t think of it sooner. This is one of those times! In version 6.0.8, which is coming out in just a few short weeks, we’re making two […]

Up-to-date. In the loop. Au courant. There are plenty of ways to talk about staying informed, but there’s only one way to be informed—read the latest news!   We’re making that easier with this new addition to the RPM Dashboard: a section that shows the latest news posts and activity from our User Community, complete […]

We know how important your time is to you and your clients. That’s why we’re adding another utility to RPM to save you time—a quick way to update shared values across multiple clients!   On the new Client Information Update screen, you’ll be able to quickly filter out different groups of clients and update values […]

The polls we send out aren’t just for fun—we use your feedback to guide our version upgrade process, from the initial ideas to the final implementation. This upgrade change, in particular, is based entirely on that feedback! In the soon-to-be-released version 6.0.8, we’re adding a security option that, if enabled, would allow select users to […]

Have you ever thought the “budget” calculated balances and reports in RPM aren’t really budgets? After all, these rely on scheduled items to calculate, and not every payment or deposit is scheduled for your clients.   We thought that, too. That’s why we decided to add an entire new Budget tab to the Clients screen […]