Category: RPM

I recently spoke to a client who told me, “I can learn how to do anything, I just need someone to show me once first.” That conversation, combined with what I’ve heard about different learning styles (visual, auditory, and kinesthetic, among others), inspired me to focus more on re-recording, consolidating, and adding to RPM’s repertoire […]

I’ll get off your case (notes)…just as soon as you check out these poll results!   Last week, I sent out a poll asking for input on the idea of editing other users’ case notes in RPM. This poll was very popular—thanks, everyone, for your responses and comments!   My first question was about whether […]

And the winner is…”none”! Last week, I asked about the social media platforms you use professionally. Out of all the respondents, the majority (64%) indicated that they either use social media personally (rather than professionally) or not at all. Of the folks who do use social media professionally, 44% use more than one platform. Of […]

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 […]