Category Archives: Modules
Firms are your clients
Maintain a deep database of client companies in MR9 …
Import MR9 data directly into QuickBooks
Import MR9 entities, invoices, checks, and payment transactions into this popular accounting software …
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 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 …
