Category Archives: Function
Change your password anytime
Update your password periodically and/or change your password to one you prefer …
Send and receive notifications/messages within MR9
Communicate within MR9 using this quasi-email function …
Set preferences for your MR Connect site
Customize the MR Connect experience for contacts by setting function preferences …
Support MR Connect users via tickets
Have your MR Connect users submit questions and problems via support tickets to automate the process and maintain a paper trail you both can refer to …
See who is using your MR Connect
See who is using your MR Connect and how often they access it …
Fulfill online award point requests
Grant online requests from clients for award point redemptions, plus look up previously redeemed point requests …
Get paid before COD clients download records
Because CODs are handled differently from sales, you manually publish COD invoices to MR Connect so COD clients can pay online, then immediately download their records …
Set preferences for logging emails & using QuickBooks Integrator
Set parameters for your Email Log and enter required information for importing MR9 data directly into QuickBooks. Check that MR9 and QuickBooks can communicate …
Set preferences for contacts & firms
Set default invoice options for new clients …
Set preferences for receipts & statements
Customize the subject line of payment receipts and set up templates for your company’s statements and the accompanying emails …
