A couple of important points about MR9 log-outs …
MR9 automatically logs you out of the program after a certain period of inactivity for security reasons. You can also manually log out of MR9. For example, when you want to switch to working on a different computer or are finished working for the day.
However before using this function to log out, be sure to save your work: MR9 does not automatically save your work for you whether it logs you out automatically or you log out manually.
Clear your window by closing all tabs at once …
Every time you log out of MR9, MR9 automatically closes all open tabs (MR9 functions). However while working in MR9, all functions you open stay open unless you specifically close them.
You can close individual tabs one at a time; or if you have too many tabs open you can close them all at once with this function to clear your window while staying in MR9.
(The opposite function of Close All Tabs in MR9 would be Startup Functions in User Preferences. With this feature you can specify up to 5 functions you want to open automatically every time you sign into MR9.)
When you absolutely need to edit something that another user is currently editing, you can take this extreme measure …
To prevent two or more people from working on the same data at the same time and overwriting each other’s work when they save, MR9 “locks” data when someone accesses it so that only that person can edit it until they save, cancel, or close the data window. You can use this function to release a lock to switch access from the current user to yourself.
When you attempt to access data that another user is already accessing, you can view the data but you cannot edit it. If you attempt to edit the locked data, MR9 displays a popup that tells you the data is currently being edited and identifies who is editing it.
If you can’t wait for the other MR9 user to finish — and you can’t contact them to save their work and “unlock” the data but you need immediate access — you can use this function to override a lock to access the data. We don’t recommend this except as an emergency procedure because it overrides anything the other user has entered but not saved yet.
This function displays all currently locked data showing who is using what data in which database and when they started using it. You can sort the list by one or more columns in ascending or descending order (but when you exit the function MR9 will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.
TL;DR: Only one person at a time can edit data in an MR9 function but you can use this function to switch access to yourself in an emergency.
Users: You and your staff who directly access MR9.
Communicate within MR9 using this quasi-email function …
Receive automatic notifications from the system — and send and receive messages from other MR9 users using the same system in a format similar to an email system.
In Notifications and Messages you can:
Notifications and Messages works like email but is not an email system — you can only exchange messages with other MR9 users in your company.
When a message arrives for you MR9 displays an alert dialog box in the notification area of your browser which will take you directly to the Notifications and Messages function. You can also check messages anytime by selecting the function in your personal menu.
The default view in the Notifications and Messages window is your Inbox with messages listed from most recently received first.
From this main screen you can access any message listed. You can also send a new message to any MR9 user or message group in your company. And you can view messages you have sent and messages you have moved to the trash but not removed from the system yet.
When you select a message from the list to read you can click on any hyperlinks in the message — such as an order number or entity name, to view more information/act on it. You can reply to the message or forward it to other MR9 users — either individually or to an entire message group at once.
When you reply to a message MR9 automatically fills in the recipient. You can change the recipient and/or add other MR9 users and groups from the attached list. You can also add carbon-copy (Cc) and blind carbon-copy (Bcc) recipients from the same list.
Like most email systems the subject line defaults to Re: [subject] of the original message in replies and Fw: [subject] of the original message in forwarded messages, and is editable. Also the message defaults to include the original message. You can edit and format the information as you would an email.
If you want to compose a message now but send at a later time, you can schedule a delivery date and time. You can flag messages so your recipient sees in their Notifications and Messages listing which messages are important before reading them. You can also request a receipt to have the recipient automatically acknowledge receiving your message.
When you send a message your message is saved to your Sent Message directory where it is stored for a set amount of days determined in System Preferences.
If you do not need to save a message after viewing it, you can delete it. You can also select multiple messages in your Notifications and Messages inbox to delete at the same time. Deleted messages are moved to your Trash directory —where they are stored for the same set amount of days as your sent messages.
TL;DR: Receive reminders and other messages from the system and other MR9 users. Act on messages by clicking hyperlinks within messages. Send messages to other users in your company .
Groups: Categories of MR9 users that define who can access which functions in MR9, what they can do within accessible functions, and what kinds of notifications and messages group members receive.
Users: You and your staff who directly access MR9. Contacts are different entities — not users in MR9 — and access MR9 through MR Connect.
The personal section of MR9 is accessible under the user name in the top right corner on screen. What you can do in this module includes:
TL;DR: Communicate with others in your office, manage your MR9, and shortcut some work in the system.
