Category Archives: Tools
Review historical data on merged cases & entities
Lesson #172 Tools – Merge History function You can merge certain types of MR data into similar entries in MR9’s database. When you merge a firm/contact/location into another one, MR9 records the event. Use this function to find merged entries,…
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 …
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 …
