{"id":200,"date":"2020-11-14T10:38:06","date_gmt":"2020-11-14T18:38:06","guid":{"rendered":"http:\/\/omtiblog.com\/metarecords101\/?p=200"},"modified":"2026-03-31T10:39:01","modified_gmt":"2026-03-31T17:39:01","slug":"tools","status":"publish","type":"post","link":"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/","title":{"rendered":"Tools"},"content":{"rendered":"<h6>Lesson #93<\/h6>\n<h5>DIY in your MR9<\/h5>\n<p>Import data, create forms and labels, perform custom data searches, and more in this versatile toolkit. In this module, you can:<\/p>\n<ul>\n<li>Import existing client and location information from other applications into MR9.<\/li>\n<li>Quickly update different clients, jobs, and locations at the same time.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>Use tags (keywords or phrases) to organize entities like clients or locations. Send emails or regular mail to all entities tagged the same.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>Create forms and letters using the set of customizable templates in a word processor with mail merge that automatically incorporates your MR9 data.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>Modify default label templates and create new ones.<\/li>\n<li>Search notes globally in MR9 Notes Logs.<\/li>\n<li>Monitor repository usage by in-house staff as well as by clients via MR Connect as required by general security rules for business applications.<\/li>\n<li>Save copies of your MR9 database to your hard drive\/server.<\/li>\n<li>View automatic emails sent from your MR9.<\/li>\n<li>Audit entity merges done in your MR9 database.<\/li>\n<li>Perform custom searches of your MR9 data\u00adbase, and create your own reports from the results.<span class=\"Apple-converted-space\">\u00a0(<\/span>If you require more complex reports from MR9, we offer a plug-in called <a href=\"https:\/\/www.omti.com\/rb\/products\/plugins\/dataReader.html\" target=\"_blank\" rel=\"noopener noreferrer\">Data Reader<\/a> and <a href=\"https:\/\/www.omti.com\/rb\/products\/custom.html\" target=\"_blank\" rel=\"noopener noreferrer\">custom programming<\/a> if you would like OMTI to create something for you.<span class=\"Apple-converted-space\">\u00a0)<\/span><\/li>\n<li>Import MR9 entities, invoices, paychecks, and payment transactions into <i>QuickBooks.<\/i><span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<\/ul>\n<h2>Tools functions by name<\/h2>\n<ul>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/import-your-address-book-into-rb9\/\">Bulk Import<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/globally-update-settings-for-jobs-entities\/\">Bulk Update<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/target-your-marketing-for-better-results\/\">Tag Manager<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/customize-create-your-own-forms\/\">Form Templates<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/create-manage-dymo-label-templates\/\">Label Templates<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/notes-finder\/\">Notes Finder<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/keep-a-record-of-repository-downloads\/\">Repository Download Log<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/download-backup-file\/\">Download Backup File<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/view-emails-sent-from-within-rb9\/\">Email Log<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/uncategorized\/review-historical-data-on-merged-cases-entities\/\">Merge History<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/diy-reports-create-your-own-rb9-reports\/\">Query Maker<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/quickbooks-integrator\/\">QuickBooks Integrator<\/a><\/li>\n<\/ul>\n<p><strong>TL;DR: Import data, update records, create forms and labels, and more in this versatile toolkit.<\/strong><\/p>\n<h4>MR9 concepts in this lesson<\/h4>\n<p><strong>Notes Logs:<\/strong> 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.<\/p>\n<p><strong>MR Connect:<\/strong> Online repository, orders, and access to your office for clients and others. <a href=\"https:\/\/omtiblog.com\/metarecords101\/plug-ins\/online-offices-for-clients-reporters-more\/\">More &gt;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Import data, create forms and labels, perform custom data searches, and more in this versatile toolkit <a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[217,4,27],"tags":[91,92,88,94,270,3,95,97,98,96,93,28],"class_list":["post-200","post","type-post","status-publish","format-standard","hentry","category-module","category-modules","category-tools","tag-bulk-import","tag-bulk-update","tag-form-templates","tag-label-templates","tag-merge-history","tag-mr9","tag-notes-finder","tag-query-maker","tag-quickbooks-integrator","tag-repository-download-log","tag-tag-manager","tag-tools"],"_links":{"self":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/200","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/comments?post=200"}],"version-history":[{"count":0,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/200\/revisions"}],"wp:attachment":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/media?parent=200"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/categories?post=200"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/tags?post=200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}