Author: Maria Cora

One question, two options, over FIFTY votes! We love and appreciate our RPM community!   First things first: The graph below shows the results of the voting. By a narrow margin, the existing double-column format of the balance reports won out! Since 23 of you were interested in a single-column option, we’re still going to […]

The results are in! We received some amazing feedback on our recent poll about what to add to the blank space on the Basic tab of the Clients screen. Nearly half of you asked for a “Quick Notes” box, which would allow entry of easily visible notes, reminders, and/or summary information as soon as a […]

Ladies, gentlemen, and folks of all kinds, allow me to present the pièce de résistance—my personal favorite upgrade change! Have you ever started to print checks and thought, gosh, I really wish I could use a different printer or why can’t I see what these checks look like before I waste paper on them? In 6.0.7, […]

Picture this: You’re importing deposits for your clients. There’s one that just won’t work, and you’ve triple-checked that the claim number is correct. What gives? As it turns out, it’s rare but possible for one of your client’s SSNs to be an exact match for a different client’s claim number. To prevent this from ever […]

Has the Budget Balances report been a bummer? We hear you, and we’re making it better! In 6.0.7, we’ve added an option to run the Budget Balances report for only your clients’ default accounts—simply check “Default Account” before running the report. Leave the option unchecked to continue running the budget report for your clients’ totals […]

In the new version, we’re adding a User Login Counts report that details your RPM user logins by date and shows the average number of users that log in to your software every day. If you’re considering moving to RPM Cloud, this report can help you decide how many users you’ll need. Please comment and […]

Digital notes are inarguably the most useful kind—after all, they can’t get lost behind your desk, crumpled in your bag, or forgotten entirely after an especially long weekend. That’s why in the new version of RPM, we’re adding expandable “Notes” fields to the Housing, Income, and Events tabs of the Clients screen. Scratch paper, begone! […]

Oh, here’s some information about my client—when was this entered? Who added this detail? To help you answer these questions, the new RPM upgrade will begin keeping track of who updated the information on client sub-screens and when that information was last changed. The following screens will now track this information: Housing (Housing and Roommates), […]

We know you go above and beyond for your clients; it’s only fair that we go above and beyond on the Clients screen, too! In the upcoming version upgrade, we’ve separated the Housing/Income tab on the Clients screen into two separate tabs. Why? To make it easier for you to keep track of more details […]