Category Archives: Lesson
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 …
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 …
Globally update settings for jobs & entities
Quickly update different clients, jobs, resources, and locations at the same time …
Import your address book into MR9
Instead of re-keying, save time and eliminate errors by importing existing client and resource information from other applications …
See how well your company is hitting productivity goals
Analyze productivity by item, step, manager, or resource if you use RB9 tracking …
