Category Archives: Lesson
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 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 …
Target your marketing for better results
Use tags — keywords or phrases — to organize entities like clients or locations. Send emails or regular mail to all entities tagged the same …
Globally update settings for clients & locations
Quickly update different clients or locations with the same information at the same time …
Import your address book into MR9
Instead of re-keying, save time and eliminate errors by importing existing client and location information from other applications …
Document your daily progress
Generate reports of all parts with completed tracking steps within a specified period …
Show insurance companies their invoices by law firm
Produce reports for insurance companies breaking down their invoices by client …
