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.)
Before using MR9 you must set 2 personal defaults — but there are a lot of other options you can set to customize your MR9 experience …
In addition to system-wide preferences that are the same for all users of your MR9 system, you can set your own user preferences that customize your experience in MR9. User Preferences are individual settings that follow the user wherever they log in. Users can update their personal settings at any time, as preferences set here do not affect other users.
When you log into MR9 for the first time, the User Preferences function will automatically appear because there are a couple of defaults that you must set before using the system. You can also customize what your MR9 windows and emails look like and set other defaults and preferences. Some user preferences will override global system preferences for your account.
This section may already be completed as it includes information such as your name and email address, but you can update it at any time. For example you can set how your name appears in MR9. Enter/update your first name, last name, and optionally your middle name or initial, then choose from the various combinations — such as last name first — for how you want your name displayed inside MR9.
You can also update your default personal email address for receiving emails from within MR9 at any time.
In addition to your basic personal info, another required MR9 setting in your profile is which business unit (BU) you plan to use most often when setting new orders or generating reports.
The other 2 general options are already set but you can change them.
Large search results are paginated for performance purposes. You can select the maximum number of results to display per page. The default results grid is 50 rows per page. You can choose from 20, 50, 75, or 100 rows to display. Higher row counts take longer loading results and require more scrolling; lower row counts will load faster but require more page flipping for long results lists.
The default MR9 visual theme is dark text on light backgrounds, but you can choose to set your MR9 windows to reverse/light on dark mode. Be aware that when you change between these modes your browser will refresh and you will lose any unsaved changes in other open MR9 tabs. So always save your data before switching modes.
Notifications and Messages is an MR9 function that delivers critical order- and system-related updates directly to a dedicated, internal inbox.
You can select how often you want the system to check for new messages in Notifications and Messages or turn off message checking entirely.
You can also forward all new Inbox items to the email address entered in My Profile, so you’re kept abreast of the newest messages even if you’re not logged in. (Hyperlinks in forwarded messages do not work. Reminder messages from MR9 are not forwarded.)
The other default you must set before using MR9 is which BU you want to associate with your reports. It does not have to be the same as your default BU for orders.
Set up and manage credit cards to use in MR9 to pay custodian fees. You can include one or more credit cards in your personal preferences. This information will not be shared with other MR9 users.
You can select which MR9 emails you subscribe to: newsletters, update notifications, and/or new idea notification emails generated in Suggest Ideas.
MR9’s default for sending emails is to use the email address(es) that were set up in System Preferences. If you are not going to use the email address(es) the rest of the office is using, you can set up your own email address(es) and preferences.
When you do, the Email section lists any email addresses already entered with the main email address selected as the default sender address for MR9 email. You can:
You can export this list of email addresses as an Excel or CSV file to save, print, share, or use in other applications.
When entering a new email address, you can designate that it use either the legacy authentication method or Microsoft 365 Office email protocol. If using the legacy authentication method, you must include the email server address — and you can add security measures like SSL encryption of your email and SMTP authentication.
If you have a Microsoft 365 email account, we recommend you use this simpler, more modernized method of authentication. Instead of manually entering SMTP settings, you connect directly to your email account, verify the account, and grant MR9 permission to send emails on that account’s behalf..
The rest of the email setup is the address, user name, and any Bcc email addresses to include in emails by default (if you like to keep copies your sent emails, enter your email address here). You can create a signature using formatted text, images, hyperlinks, and even tables that appends automatically to the end of your emails. Edit your signature in the default WYSIWYG word processor environment or as HTML markup.
Finally you can make this email address your primary email address for messages sent in MR9. Depending on the function you may have the option to override which email address you use when sending an individual email.
After setting up an email address you can test it within this same function to see if you have the correct settings for sending emails within MR9 from this address. You can also view the sent email to see if you want to make any changes to the signature.
Whether you use the system-wide or your own personal email address(es) if you like to review your emails before sending them, turn on the “show mail composer” option. Then before you send an email from MR9 the default will be to show you a preview of your email. In the preview you can check the email and its attachments — and update them if needed before sending the email. Whether you turn on this option or not, you can override the setting when sending individual emails.
You can have MR9 automatically open specific functions when you log in. Select up to 5 functions to load by default when logging into MR9. You can add and remove startup functions at any time as your needs change.
TL;DR: Set 2 required user preferences before using MR9 — plus customize other options to work better for you.
Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately, such as branch offices, other companies you own, affiliates, and profit-sharing operations.
Users: You and your staff who directly access 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.
