Category Archives: Lesson
Review historical data on merged cases & entities
Lesson #172 Tools – Merge History function You can merge certain types of MR data into similar entries in MR9’s database. When you merge a firm/contact/location into another one, MR9 records the event. Use this function to find merged entries,…
Suggest & vote on ideas to make MR9 better
Got an idea to improve MR9? Submit it to MR9’s online forum …
Use support tickets to resolve issues
Get support from OMTI with tickets that provide a paper trail …
Find answers to your MR9 questions
Find step-by-step tutorials for many functions as well as solutions to error messages and other problems. …
Send clients invitations to your MR Connect
After entering contacts into MR9, simplify everyone’s lives by emailing them invitations to MR Connect that automatically includes their login credentials and onboarding info …
Email clients automatic payment receipts
Quickly acknowledge client payments with automated receipts …
Override data locks when needed
When you absolutely need to edit something that another user is currently editing, you can take this extreme measure …
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 sites
Customize the MR Connect experience for contacts by setting function preferences …
