{"id":220,"date":"2020-11-17T10:50:04","date_gmt":"2020-11-17T18:50:04","guid":{"rendered":"http:\/\/omtiblog.com\/metarecords101\/?p=220"},"modified":"2026-03-31T15:02:36","modified_gmt":"2026-03-31T22:02:36","slug":"entities","status":"publish","type":"post","link":"https:\/\/omtiblog.com\/metarecords101\/modules\/entities\/","title":{"rendered":"Entities"},"content":{"rendered":"<h6>Lesson #105<\/h6>\n<h5>Everything you want to know about clients, places, &amp; your company<\/h5>\n<p>Maintain a deep database of entities in MR9:<\/p>\n<ul>\n<li>Clients (firms, contacts, and parent firms, i.e., company headquarters)<\/li>\n<li>Record locations<\/li>\n<li>Business units (your company\u2019s revenue centers or parts you want to track separately)<\/li>\n<\/ul>\n<p>In addition to storing all information about entities, in this module you can:<\/p>\n<ul>\n<li>View maps and driving directions to entities\u2019 addresses.<\/li>\n<li>View month-to-month financial and job activity for a firm or contact in interactive graphs.<\/li>\n<li>Label entities with tags (keywords or phrases) to mark them as part of specific groups, which you can use for different purposes, such as monitoring or marketing.<\/li>\n<li>Set up MR Connect log-in credentials for contacts.<\/li>\n<li>Include detailed billing, job, and production information for firms and contacts.<\/li>\n<li>Designate different email addresses to receive<span class=\"Apple-converted-space\">\u00a0<\/span>specific types of email for a single contact or firm.<\/li>\n<li>Maintain lists of clients\u2019 standing requests.<\/li>\n<li>Designate and monitor senior contacts, such as lead attorneys, who can have access to other contact\u2019s activities in MR Connect.<\/li>\n<li>Enter client retainers and view history of their application. Record collection efforts.<\/li>\n<li>Set preferences for your business units. Upload company logos for invoices and transcripts.<\/li>\n<\/ul>\n<h2>Entities functions by name<\/h2>\n<ul>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/entities\/firms-are-your-clients\/\">Firms<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/entities\/contacts-work-at-your-client-firms\/\">Contacts<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/entities\/locations-are-places-where-jobs-occur\/\">Locations<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/entities\/business-units-are-discrete-parts-of-your-business\/\">Business Units<\/a><\/li>\n<\/ul>\n<p><strong>TL;DR: Maintain a deep database of your clients, job locations, and business units.<\/strong><\/p>\n<h4>MR9 concepts in this lesson<\/h4>\n<p><strong>Business Unit (BU):<\/strong> One of your company\u2019s revenue centers or any entity in your business that you want to track separately \u2014 such as branch offices, other companies you own, affiliates, and profit-sharing operations.<\/p>\n<p><strong>Contact:<\/strong> Person who works for a firm you do business with \u2014 such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.<\/p>\n<p><strong>Firm:<\/strong> Business you provide services to \u2014 usually law firms \u2014 but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.<\/p>\n<p><strong>Location:<\/strong> Place where records are stored, such as hospitals, schools, doctors\u2019 offices, or businesses.<\/p>\n<p><strong>Parent Firm:<\/strong>\u00a0Headquarters of a multi-branch corporation.<\/p>\n<p><strong>MR Connect:<\/strong> Online repository, calendar, and access to your office for clients.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Maintain a deep database of your clients, records locations, and business units <a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/entities\/\">&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":[29,217,4],"tags":[223,114,30,113,116,3],"class_list":["post-220","post","type-post","status-publish","format-standard","hentry","category-entities","category-module","category-modules","tag-business-units","tag-contacts","tag-entities","tag-firms","tag-locations","tag-mr9"],"_links":{"self":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/220","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=220"}],"version-history":[{"count":0,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/220\/revisions"}],"wp:attachment":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/media?parent=220"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/categories?post=220"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/tags?post=220"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}