Category Archives: Modules

Send and receive notifications/messages within MR9

Communicate within MR9 using this quasi-email function


Personal

The personal section is accessible under the user name on screen


Help

Find user guides, view training videos, get support, and more


Set preferences for your MR Connect sites

Customize the MR Connect experience for contacts by setting function preferences


Support MR Connect users via tickets

Have your MR Connect users submit questions and problems via support tickets to automate the process and maintain a paper trail you both can refer to


See who is using your MR Connect

See who is using your MR Connect and how often they access it


Fulfill online award point requests

Grant online requests from clients for award point redemptions, plus look up previously redeemed point requests


Get paid before COD clients download transcripts

Because CODs are handled differently from sales, you manually publish COD invoices to MR Connect so COD clients can pay online, then immediately download their transcripts


Connect

Used for providing services through the MR Connect plug-ins


Set preferences for logging emails & using QuickBooks Integrator

Set parameters for your Email Log and enter required information for importing MR9 data directly into QuickBooks. Check that MR9 and QuickBooks can communicate