Category Archives: Modules
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 …
See which miscellaneous services your clients are buying
View miscellaneous sales charges totals & averages by client …
Analyze clients’ reward point activity
Get a breakdown of clients’ point activity …
View clients’ reward points history
Get an overview of clients’ point activity …
