Category Archives: Lesson
Review historical data on merged entities
Review mergers of contacts, firms, and locations for the current month or any date range, and update individual entries’ listings if desired …
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. …
Invite clients to use 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 site
Customize the MR Connect experience for contacts by setting function preferences …
