Category Archives: Function
Firms are your clients
Maintain a deep database of client companies in MR …
Import MR9 data directly into QuickBooks
Import MR9 entities, invoices, paychecks, and payment transactions into this popular accounting software …
DIY reports: Create your own MR9 reports
Perform custom searches of your MR9 database, and create your own reports from the results …
View emails sent from within MR9
While MR9 does not include a full email program, it does log most automatic emails sent through the system so you have a paper trail …
Keep your own copy of MR9 files
Back up your MR9 database to your desktop …
Keep a record of repository downloads
Monitor repository usage by in-house staff as well as by clients and resources as required by general security rules for business applications …
Locate notes made anywhere in MR9
Search notes globally in MR9 …
Create & manage label templates
Set up custom label templates for company-wide use …
Customize & create your own forms
MR gives you the ability to email and print forms and letters to clients, resources, and others. The forms and letters that are produced are all customizable to fit your business …
Target your marketing for better results
Use tags — keywords or phrases — to organize entities like clients or resources. Send emails or regular mail to all entities tagged the same …
