Transition to RMS 9+

Moving to RMS 9+ will require some easy one-off & once only setup adjustments. In order to make the upgrade process as simple and straightforward as possible, please take time reading through this document and the associated help and video links.

Please note RMS9+ is optimized for Google Chrome.

To log into RMS 9+ please use the following web link

(1) RMS 9+ Overview 

Our comprehensive overview documentation provides a detailed comparison of the core features, as well as one-off setup adjustments and updates.

To access our Help Documentation click here.

(2) Copy to Training

Learning in a training database is a great way to experiment, learn and understand without any risk to your live data and your business.

To access our Help Documentation click here.

(3) Create a Shortcut Icon 

Access RMS 9+ directly through your web browser, however, if you wish, for ease of access creating a desktop shortcut will make it easy for you to find.

To access our Help Documentation click here.

(4) Convert Form Letters

A key & important task!

Attending to this earlier rather than later is best. To fully embrace the HTML letter format, we suggest creating new form letters.

For a short video overview, click here, and for Help Documentation please click here.

(5) Security Profiles 

RMS 9+ contains a number of additional features which were not available in previous versions. Ensure that all users have access to the features they need.

For a short video overview, click here, and for our Help Documentation click here.

(6) Plan Your Move

By working through Steps 1 to 5 and communicating clearly with your employees, a large part of your plan is already in place.

Once you've made the move to RMS 9+ you'll never look back!

For those of you that have been generating reports or performing setup in RMS 9, these tasks have already directed you to RMS 9+ for quite some time. That's a task you can cross off your transition process list as done.

For best results, avoid performing the same tasks in RMS 9 and RMS 9+ concurrently.

If you run into trouble, you can access RMS's extensive HELP NETWORK to assist you:

Knowledge Base

YouTube Channel (which has a comprehensive catalogue of short video clips)

• Our Customer Support Teams