Lesson #93
DIY in your MR
Import data, create forms and labels, perform custom data searches, and more in this versatile toolkit. In this module, you can:
- Import existing client and resource information from other applications into MR.
- Quickly update different clients, jobs, resources, and locations at the same time.
- Use tags (keywords or phrases) to organize entities like clients or resources. Send emails or regular mail to all entities tagged the same.
- Create forms and letters using the set of customizable templates in a word processor with mail merge that automatically incorporates your MR data.
- Modify default label templates and create new ones.
- Search notes globally in MR Notes Logs.
- Monitor repository usage by in-house staff as well as by clients and resources via MR Connect as required by general security rules for business applications.
- Save copies of your MR database to your hard drive/server.
- View automatic emails sent from your MR.
- Perform custom searches of your MR database, and create your own reports from the results. (If you require more complex reports from MR, we offer a plug-in called Data Reader and custom programming if you would like OMTI to create something for you. )
- Import MR entities, invoices, paychecks, and payment transactions into QuickBooks.
- Send invitations to reporters to join ReporterBase.com and grant you proxy to apply their digital signatures to RB-PDF Transcripts. Then monitor your use of their signatures.
- Find other court reporting agencies and related businesses to share work with.
Tools functions by name
- Bulk Import
- Bulk Update
- Tag Manager – MR9-only function
- Form Templates
- Label Templates – MR9-only function
- Notes Finder – MR9-only function
- Repository Download Log – MR9-only function
- Download Backup File – MR9-only function
- Email Log – MR9-only function
- Query Maker – MR9-only function
- QuickBooks Integrator – MR9-only function
- Send Invitations for Signature Proxy – MR9-only function
- Signature Proxy Usage – MR9-only function
- MR Network
TL;DR: Import data, update records, create forms and labels, and more in this versatile toolkit.
MR concepts in this lesson
Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by MR appear in chronological logs in the database record where they occurred.
MR Connect: Online repository, calendar, and access to your office for clients and resources. More >
