Tag Archives: Merge History

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, when they were merged, and by which staff member.

You can find all of the contacts, firms, or locations that were merged in any specified time period. Instead of using the Notes Finder to search for the word “merge” in the Notes Logs of the different entities, this function simplifies the search and the results returned while still giving you easy access to the individual Merge To entry’s data.

Review merge history

The default search is for any firms that were merged in the last 30 days. Any merger listed in search results displays:

• Name of the entry that was merged
• Name of the entry that was merged into
• Who on your staff did the merger
• Time and date of the merger

Use the search filters to find other mergers. You can search for mergers of several types of data including:

• Contact
• Firm
• Location

In addition to choosing which type of data to find mergers of, you can change the date range from the current month to any date range.

You can sort the list in ascending or descending order of any column by clicking the column’s header. Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, share, use in other applications, or print as a report.

In addition to the information that is displayed in the search results, you can click any listing to view its entire entry in your MR9 database and optionally update its information.

TL;DR: Review mergers of cases, contacts, firms, and locations for the current month or any date range. Update individual entries’ listings if desired.

MR9 concepts in this lesson

Contact: Person who works for a firm you do business with — such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.

Firm: Business you provide services to — usually law firms.

Location: Place where records are stored — such as hospitals, schools, doctors’ offices, or businesses.

Lesson #93

DIY in your MR9

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 location information from other applications into MR9.
• Quickly update different clients, jobs, and locations at the same time. 
• Use tags (keywords or phrases) to organize entities like clients or locations. 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 MR9 data. 
• Modify default label templates and create new ones.
• Search notes globally in MR9 Notes Logs.
• Monitor repository usage by in-house staff as well as by clients via MR Connect as required by general security rules for business applications.
• Save copies of your MR9 database to your hard drive/server.
• View automatic emails sent from your MR9.
• Audit entity merges done in your MR9 database.
• Perform custom searches of your MR9 data­base, and create your own reports from the results. (If you require more complex reports from MR9, we offer a plug-in called Data Reader and custom programming if you would like OMTI to create something for you. )
• Import MR9 entities, invoices, paychecks, and payment transactions into QuickBooks. 

Tools functions by name

• Bulk Import
• Bulk Update
• Tag Manager
• Form Templates
• Label Templates
• Notes Finder
• Repository Download Log
• Download Backup File
• Email Log
• Merge History
• Query Maker
• QuickBooks Integrator

TL;DR: Import data, update records, create forms and labels, and more in this versatile toolkit.

MR9 concepts in this lesson

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by MR9 appear in chronological logs in the database record where they occurred.

MR Connect: Online repository, orders, and access to your office for clients and others. More >