Tag Archives: Tools

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 #137

Setup – System Preferences function

Tools System Preferences

Choose which types of MR9 emails to log into the system and for how long. Set up your QuickBooks Integrator so you can import MR9 data directly into QuickBooks. Enter your company contact information so other MR9 users can share jobs with you.

Email Log

Emails sent from MR9 are automatically logged in the system by default. Because all attachment files are stored as well when MR9 saves emails in the Email Log, this adds to your repository size and could result in additional repository storage charges.

Reduce the load on your repository by designating which types of MR9 emails you want to keep track of and how long you want to store them.

QuickBooks

Enter the information needed for integrating MR9 data into your QuickBooks program.

If you are using the QuickBooks Desktop edition, enter:

• User ID and password
• IP or URL of workstation/server where your QuickBooks is installed
• Open port in your firewall for forwarding traffic to your QuickBooks computer

Once you have your settings input, you can check that the port is open so you can use QuickBooks with MR9. You have another set-up step that involves downloading a free remote connector application from QuickBooks and setting it up to enable secure remote access to your QuickBooks. 

If you subscribe to QuickBooks online, you set up an Intuit developer account then enter your credentials here.

After entering your QuickBooks information for either edition, you check that MR9 can communicate with your QuickBooks. Complete setup instructions for both editions — including downloading and installing the remote connector, setting up a developer account, and checking your connection — are in the MR9 user guide.

TL;DR: Set parameters for your Email Log and enter required information for importing MR9 data directly into QuickBooks. Check that MR9 and QuickBooks can communicate.

Lesson #104

Tools – QuickBooks Integrator function

If you use the popular accounting package QuickBooks you can import your MR9 data directly into QuickBooks using QuickBooks Integrator eliminating the need to re-key financial data.

With MR9’s QuickBooks Integrator, you can:

• Import contacts and locations into QuickBooks as customers and vendors.
• Import invoices that were generated in MR9 into QuickBooks so that you can run consolidated financial statements.
• Import payments and other transactions, including overpayments, into QuickBooks so that your bank deposits record and account balances will be accurate.
• Import custodian paychecks into QuickBooks so that you can reconcile your bank account easily.

QuickBooks Integrator works with either QuickBooks online or desktop edition.

Set-up is 1-2-3

QuickBooks Integrator requires some set-up before it can import MR9 data into QuickBooks for you. Before you can use QuickBooks Integrator, set up:

1. Your MR9 business units’ accounts to match your QuickBooks setup.
2. System-wide defaults for QuickBooks Integrator.
3. Secure remote access to your QuickBooks (desktop version only) or test your connection (cloud version only).

Instructions for all 3 tasks are included in the MR9 user guide, and MR Support can assist you if you need any help.

After you have finished these 3 requirements, all you have to do is open QuickBooks then MR9’s QuickBooks Integrator in that order and keep QuickBooks open while you are working in QuickBooks Integrator.

Importing entities

Instead of entering contacts/customers and locations/vendors into both MR9 and QuickBooks, enter them in MR9 then use QuickBooks Integrator to copy them into QuickBooks.

After entering contacts or locations in MR9, all you have to do to add them to your QuickBooks is open QuickBooks Integrator, select Customers to import MR9 contacts or Vendors to import MR9 locations, and leave the default date of today or enter a different date range. From the resulting list select all or some of the entities and import them into QuickBooks with a single click.

If you need help finding entities in the list to import, you can sort the list by one or more columns in ascending or descending order (but if you change search criteria or 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.

Importing invoices

There are several reasons to import your MR9 invoices into QuickBooks:

• If you operate multiple businesses and use QuickBooks to generate invoices for a business other than court reporting (e.g., a staffing business), you can import MR9 invoices into QuickBooks to run consolidated income statements.
• If you keep track of deposits with QuickBooks, you can eliminate duplicate entries of invoices and payments by importing that information directly from MR9.
• You can reprint MR9 invoices in QuickBooks format if needed.

QuickBooks Integrator defaults to all invoices posted today. You can find invoices for a different post date and/or invoices posted by one or more of your business units. As with importing entities, you can sort the list if needed and/or export the list before selecting all or some of the invoices and importing them into QuickBooks.

And as it imports invoices MR9 automatically generates any missing data in QuickBooks (such as customers, chart of accounts, or items) so you don’t have to worry about importing all of the supporting data for invoices one at a time. If any errors occur during import, that information will appear in the Error column in QuickBooks Integrator.

Importing payments

Instead of recording deposits manually in QuickBooks, you can import payment transactions directly from MR9 including payment processing fees. You just have to import invoices before importing payments since payments are applied to invoices in QuickBooks.

QuickBooks Integrator defaults to all payments posted today. Or you can find payments posted on a different post date. As with the other import categories, you can sort the list if needed and/or export the list before selecting all or some of the payments and importing them into QuickBooks. If any errors occur during import, that information will appear in the Error column in QuickBooks Integrator.

Importing credits & journal entries

In addition to payments you can import other types of receivables transactions such as credits, duplicate payments, refunds, voids, and write-offs (but not debit memos or miscellaneous payments) directly from MR9. Like payments, you must import invoices before you can import these types of transactions since they are applied to invoices in QuickBooks.

As with payments QuickBooks Integrator defaults to all other allowable receivables transactions posted today. Or you can find allowable receivables transactions posted on a different post date. As with the other import categories, you can sort the list if needed and/or export the list before selecting all or some of the posted allowable receivables transactions and importing them to QuickBooks. If any errors occur during import, that information will appear in the Error column in QuickBooks Integrator.

Importing custodian checks

While you can print custodian checks directly from MR9, instead have QuickBooks print them using your MR9 data. This way, in addition to printing the checks, QuickBooks also deducts the amounts from your checking account since reconciling your bank account can only be done in QuickBooks, not MR9.

When preparing to import checks QuickBooks Integrator defaults to today as the pay date. You can select a different pay date. The list of custodians eligible to be paid in the specified payroll also includes their check amounts. As with the other import categories, you can sort the list if needed and/or export the list before selecting all or some of the locations and importing their paychecks to QuickBooks. You can also enter the common text that will appear in the Memo field on each check before sending the list to QuickBooks.

As with invoices, MR9 automatically generates any missing data in QuickBooks (such as vendors) as checks are imported. You do not have to worry about importing all of the supporting data for checks one at a time. If any errors occur during import, that information will appear in the Error column in QuickBooks Integrator.

(While this method is faster, you can still export payroll checks via a QuickBooks IIF file from Print Checks to import into QuickBooks.)

TL;DR: Import MR9 entities, invoices, paychecks, and payment transactions into QuickBooks.

MR concepts in this lesson

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.

Contact: Person who works for a firm you do business with.

Lesson #103

Tools – Query Maker function

MR9 includes a lot of reports, but maybe you need one that isn’t included. Or maybe you are looking for some information in MR9 but none of the functions have the search criteria you need to find what you are looking for. Depending on what you want, you might be able to create your own custom search/report using MR9’s Query Maker.

Query Maker is a tool for searching the MR9 database and creating your own reports using data fields from a single table (e.g. Cases, Firms, or Payroll) in your MR database. It also offers a few multi-table report options, such as Firm+Contact and Invoices+Jobs+Cases, which allow you to select fields from more than one table to generate a report.

Simplified database queries – no programming required

Query Maker lists of all the tables in MR9 and automates the construction of queries so you can easily create and run your own searches and generate reports using any table (or one of the multi-table options).

For example, if you want to see all contacts entered into your MR9 database today, select the Contacts table, select “Entered’ in the drop-down list of data fields, select “Is equal to”  as the operator, and leave the default of today’s date in Condition. MR9 constructs the proper SQL statements to return the results from the Contacts table. You can export the report to save it, and you can save the query itself to use again later by changing the date.

Create targeted queries for your business only or to share

If you need more targeted results than a single-condition query provides, you can set up multiple conditions in one query to find the exact results you want. Start with one data field from a table and set its condition. Then select another data field from the same table with its own condition, and set whether you want your results to include records that match both conditions or either condition. You can continue selecting fields and setting their conditions and how they are included, and use parentheses with multiple queries to prioritize queries when AND and OR operators are used. For example, to find law firms in TX or LA, you can query: (State is equal to TX OR State is equal to LA) AND FirmType is equal to Law Firm.

The combo table options, Firm+Contact and Invoices+Jobs+Cases, give you access to data fields in each included table so you can run queries across multiple tables at once. For example, with Firm+Contact you could create a report listing all the contacts with the firm address instead of their home addresses. A report using Invoices+Jobs+Cases could list invoices with detailed job and case information included.

When you execute your custom query, Query Maker lists all results that match your query. The default results grid includes columns for all the data fields in the current table. You can choose which fields to exclude from your results to generate a report that displays only the information you are interested in. You can change the width of each column but you cannot change the order of the columns. You can sort your results in the grid by one or more columns in ascending or descending order (but when you change queries or exit the function, MR will revert back to the default order).

Export your reports as Excel or generic CSV (comma separated values) files to save, print, share, or use in other applications. In addition to exporting reports and saving your queries to re-use later, you can also share queries you create with other MR9 users, and use pre-existing queries so you don’t have to start from scratch.

Save time by modifying existing queries

Instead of starting from scratch each time to create queries, save your query to re-use later. You can update a saved query if needed before generating a report. If you want to use the updated query again you can save it replacing the existing query or save it as a new query.

You can update query names, turn sharing on (so others in your company can use your query) or off (to make your query private), or delete queries. Queries that other MR9 users in your company saved with sharing on are also available to you to use as is or update and save as a new query.

Use popular queries to make custom reports

Another option instead of writing your own queries from scratch in Query Maker, is to use queries from the Query Gallery. Query Gallery contains queries written by other users, and also queries written by MR9 staff to generate reports that are the most commonly requested but are not in MR9 yet. You can download these pre-existing queries to edit or use as is. When you download a query, it is saved to your in-house list of queries.

You can publish your own queries by uploading them to the Query Gallery library in Query Maker which all MR9 users have access to. When other users download your query to use, the number in the Download column of the Query Gallery updates.

Need something more than what you can do here?

If you want to create more complex reports or use your MR data in another application, add the Data Reader plug-in to MR9. It allows you to use your MR9 data in more complex ways, including custom reports and in other applications.

If you would rather not develop reports yourself, contact OMTI about developing a custom report for your business.

TL;DR: Perform custom searches of your MR9 data­base, and create your own reports from the results. Save your queries to re-use and share.

MR concepts in this lesson

Contact: Person who works for a firm you do business with, such as attorneys.

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

Query Gallery: Library of the database queries published by MR9 developers and users for anyone to download and use in Query Maker for generating reports from MR9 data instead of writing queries from scratch.

Lesson #101

Tools – Download Backup File function

Download backup files of your MR9 database from up to 7 days in the past.

There is no need for your own backups for recovery purposes because MR9 is on Microsoft Azure’s cloud platform which includes a better-than-backup process that requires no effort on your part to maintain. However, if you need or want backups to comply with your company security policies, you can use this function to download a copy of your MR9 database backup to store on your premises.

TL;DR: Back up your MR9 database to your desktop.

Lesson #100

Tools – Repository Download Log function

In addition to complying with general security rules for business applications, tracking repository access is useful to see which clients are using your MR Connect, and which files they are downloading. You can also give contacts the ability to track their own download activity in MR Connect.

You can set up MR9 to record repository activity by your staff and/or contacts. (For example, if you do not have MR Connect, you can set it to track staff use only.) After setting up MR9 to record repository activity, it will track all file download activities performed by individuals in your selected categories.

Then in the Repository Download Log, you can search for download activity by all persons within one of those categories, or by a single person; for a single date or date range; for a specific file or files with similar names; and/or for one, several, or all file types.

MR9 lists all download activity that matches your criteria by who accessed a file; when they accessed it; which repository the file is in; the file name, type, and description; and when the file was uploaded to the system. If someone downloads a file multiple times, each download is listed. You can sort the log 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 log as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

From the log, you can view/update details about any person or file by clicking the person or file’s hyperlink.

Clients can check their download activity too

If you set Repository Logging to include contact downloading activity, your contacts can also see their download activity in MR Connect’s Repository. Similar to MR9’s Repository Download Log, a Reviewed column will be included in their Repository results grid, and any file they download will record the date and time in that column, so your clients can see at a glance if they have downloaded a file or not.

TL;DR: If MR9 is set up to track download activity, this report lists all activity by contacts or staff for a specific time period.

MR9 concepts in this lesson

Contact: Person who works for a firm you do business with, such as attorneys, paralegals, and secretaries.

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

Repository: MR9 has 9 repositories where you store files for safekeeping and quick retrieval. When you store files in a case, they are in MR’s Case Repository; when you store files in a part, they are in MR’s Part Repository; etc. If you have MR Connect, you can give clients access to specific repository files.

Lesson #99

Tools – Notes Finder function

With 10 different sets of Notes Logs, it can be difficult to remember exactly where a particular note was entered in MR9. Use Notes Finder to search for log notes entered manually by users and automatically by the system.

With this tool, you can search for notes made in:

• Order listings
• Contact listings
• Firm listings
• Firms’ collections histories
• Invoice listings
• Part listings
• Location listings
• Order party listings
• Witness listings

Search each Notes Log category for notes by:

• Date or date range
• All (system generated and entered by staff) or a single person who entered the note(s)
• Word or phrase
• Notes type — such as marketing — or action type for collections — such as call made. You can search all types, a single type, or several types at once.

You can include all notes in your search or exclude cancelled notes from your search.

View search results

MR9 displays the notes that meet your search criteria with the most recent notes listed first. You can see at a glance:

• Each note’s contents.
• Where the note is stored.
• Who entered it and when — or if added by the system automatically, who triggered the entry.
• Type of note.
• How it was communicated or what action was taken.
• If you include cancelled notes, when they were cancelled and by whom.

You can sort the notes listed 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.

Drill down in any note to see more information associated with the note — such as the contact listing associated with a contact note. From there you can edit/update the listing, upload/download repository files, and add more notes to its Notes Log.

TL;DR: Use the Notes Finder tool to find notes quickly anywhere in MR9.

MR9 concepts in this lesson

Contact: Person who works for a firm you do business with, such as attorneys.

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

Location: Place where jobs occur.

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, such as a case, job, invoice, or entity. More >

Tracking: System for keeping track of where production items are in your production cycle and physically in your office.

Lesson #98

Tools – Label Templates function

In the Production module’s Envelopes and Labels function, you can print addresses on a variety of labels for parties, contacts, firms, and locations using information from MR9’s database.

Before printing labels out of MR9, set up label templates that will automatically include the recipient mailing address, plus your company logo and other information, if desired. Then store them in the Label Templates function for everyone on your staff to use. With DYMO label software and MR9’s Label Templates function, you can modify label templates, create new ones, and manage all of your company’s label templates.

Customize default labels & create your own

MR9 comes with a default set that you can use as is or customize to better match your company. You can also create an unlimited amount of new label templates to meet all of your company’s labeling needs. MR9 works with DYMO label printers only.

Use DYMO software to set up labels. Whether editing existing templates or creating label templates from scratch, you can add/delete:

• Text
• Address field (which MR9 uses for mail merge)
• Graphics like your company logo

Label template management made easy

After creating/editing label templates, upload them to MR9’s Label Templates function, which stores all of your company’s label templates together in the database. This way, everyone has access to the same label templates when printing labels from MR9, and you won’t lose your label templates when transferring to new computer because they are stored in the cloud not locally.

The Label Templates window lists all label templates in your MR9 database. By default, labels are sorted by type, then name, but you can sort your results in the grid by one or both columns in ascending or descending order (but when you exit the function, MR 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.

You can download any existing template to modify. Afterwards, upload the modified template with a new name to add as a new template in MR9 or with the same name to replace the existing template in MR9.

You can also add as many new templates as you want by uploading .dymo files from your computer. If you no longer need a template or want to replace it with a modified version, you can delete it from the Label Templates list.

TL;DR: Modify default label templates and create new ones for your office to use when printing addresses on labels for parties, contacts, firms, or locations using information from MR9’s database.

MR concepts in this lesson

Contact: Person who works for a firm you do business with.

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

Location: Place where jobs occur.

Lesson #96

Tools – Tag Manager function

Tags — the labels you create in MR9 to organize entities with — can be used to quickly print envelopes or labels for targeted mailings, or to send bulk emails to specific groups. By organizing clients with accurate qualifiers you can do a better job with your outreach efforts. You can also use tags to organize records locations, then use this function to contact them by group.

If you use tags to organize entities, Tag Manager is where you can look up entities by tag, add or remove tags from multiple entities at once, print envelopes and labels for specific groups, and bulk email tagged entities.

Set up tags to re-use

Before using Tag Manager set up tags for contacts, firms, and locations in Lists. You can use any word or phrase as a tag, and use as many tags as you want to define and organize entities. Tags are especially helpful in organizing firms for marketing purposes and contacts for customer service treatment. For example you might have a tag for your 25 best clients (“Top 25”) who require constant monitoring.

Setting up tag lists in MR9 is recommended over entering tags manually in each entity. With preset lists users select tags from drop-downs — which is faster than typing and eliminates misspellings — plus everyone in your company will have the same options to select from. A tag manually entered in one entity is not available to select later until you add it to a tag list.

Apply tags to entities

You can tag entities one at a time — for example tag new customers as you enter them in MR9. But if you have a group of entities to tag, use Tag Manager where you can bulk update a set of entities at once. In Tag Manager you can search for firms, contacts, and locations by name or tag. If searching by tag you can select one from the contextual drop-down or key in a partial/full tag name in the field to find manually entered tags. You can also search for contacts by firm.

Using tags in Tag Manager

The results grid in Tag Manager displays the name and address of each entity that matches your search criteria. It also shows if a displayed entity is active — e.g., a client who is still scheduling jobs. This is useful if you want to send emails, letters, etc. to only active or inactive clients.

You can sort your results in the grid 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.

After finding entities in Tag Manager you can view the details of any entry in the results by clicking its hyperlink.

Add tags to multiple entities at once by selecting them in Tag Manager results, then choosing a tag in the drop-down and saving your choice.

Remove a tag from a group of entities at once is a just-as-easy similar process.

If you want to do a mass mailing from MR9, first find firms, contacts, or locations in Tag Manager. Then print envelopes or mailing labels for the selected entities. Or similarly send contacts, or locations an email directly from this function.

TL;DR: After tagging entities use the Tag Manager to look up tagged entities, email selected entities, print envelopes or labels for targeted mailings, quickly remove tags from entities, and add more tags to entities.

MR concepts in this lesson

Contact: Person who works for a firm you do business with — such as attorneys.

Entity: Individual, business, place, or discrete part of your company — such as revenue centers or branch offices. More >

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

Location: Place where records are stored — such as hospitals.

Tags: Labels you create in MR to organize entities with relevant, searchable keywords or phrases.

Lesson #95

Tools – Bulk Update function

When something changes that affects a lot of entities — for example you have a new sales representative — save time by changing that particular setting (field) for a group of records —i.e., all of the affected contacts — at once. Use the Bulk Update function to update multiple  firms, contacts, or locations at the same time.

Depending on the information you want to change, you select:

1. The group of records (firms, contacts, or locations) where that information is stored.
2. The specific field in those records that you want to update.
3. (Depending on the field you selected) the value you want in that field.
4. Which specific entries in the group of records you want to update.

Update contacts

For contacts, you can update their billing rates, their classification, whether or not to send them marketing materials, their designated gender, credit rating, client rep, sales rep, what salutation to use in addressing them, and their preferred methods for receiving invoices and statements.

You can choose to change every listing in Contacts, only those listings for contacts that are still doing business with you (active clients), or select a custom set of contacts to update — such as all the contacts at one firm. You can also search for all contacts assigned to a single client rep or sales rep if you are bulk updating those contacts to a new client rep or sales rep.

Update firms

For firms, you can update many more fields:

• Current account status
• Whether to show detailed breakdowns on their invoices
• Billing rates
• Your ranking of them (the type of firm they are or their value to you)
• Credit rating
• Whether they are Cash on Delivery (COD)
• Sales rep or client rep they belong to
• Staff responsible for collecting payments from them
• Whether monthly statements are printed for each contact at this firm separately or combined and sent to “Accounts Payable”
• Percentage you deduct if you offer a negotiated discount on all the firms’ invoices
• Whether or not to send them marketing materials
• Percentage you charge the firms monthly on past-due invoices
• Type of firm (e.g., law firm, insurance company, corporation)
• Deadline in business days past the payment terms of invoices for the firms to render payment before MR notifies you to start collection efforts
• Percentage you charge the firms as a one-time account service fee on past-due invoices
• Firm designated as the firms’ headquarters (Parent Firm)
• Terms for payment that will appear on the firms’ invoices
• Percentage for the state sales tax for the firms
• Where the firms heard of you (source of initial contact)
• Method for receiving consolidated statements

Like contacts, you can choose to change every listing in Firms, only active firms, or a custom set of specific firms. You can also search for all firms assigned to a single sales rep if you are bulk updating those firms to a new sales rep.

Update locations

For locations you can update:

• Who on your staff handles these locations
• The category of the facilities where records are stored, e.g., hospital, courthouse, or school
• A different entity that handles the release of information (ROI) for these locations

As with the other entities, you can choose to change every listing in Locations, only active locations, or a custom set of specific locations.

There is no Undo in Bulk Update

When you select Update All for firms, contacts, or locations, MR9 warns you that you are about to update all the entities in the selected table and you must affirm that you want to change the entire table. The default reply is No to help minimize errors made with this irreversible command.

NOTE: In addition to the stand-alone Bulk Update function, Billing Rates has a Mass Update feature (in the Service Item Master), which you can use to update rates in multiple billing rate tables at once. With these power-user features, you will be able to keep your MR database updated more easily.

TL;DR: If you have a number of entities that need the same information changed, save time by changing them all at once.

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, but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.

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

Parent Firm: Headquarters of a multi-branch corporation.