Lists in MR9 allow users to choose an entry from a set of available values \u2014 saving time and reducing errors that result from keying in entries. MR9 includes initial values and defaults for lists used throughout the system,<\/strong> and you can run your business using these defaults. You can also edit, hide, merge, or delete most of these entries. You cannot create new lists, but you can add your own entries to most MR9 lists.<\/p>\n When setting up your MR9 system, take some time to customize its default lists to better match your company. You can revise a list at any time you have new options to add or unused options you\u2019d like to remove\/hide.<\/p>\n You can set each list\u2019s default entry which will appear in any field tied to that list. Default entries cannot be deleted. If you want to delete a default-designated entry, you must set a different entry in the list as the default. Then you can delete the other entry if it is not required by MR9.<\/p>\n If you no longer need a particular entry \u2014 but want to keep its historical data \u2014 you can merge it into an existing entry of the same data type if it is not required by MR9.<\/p>\n If you don\u2019t want to delete an entry or merge it into another entry\u2014 but you also don\u2019t want it to appear as a list option in MR9 \u2014 you can de-activate it if it is not required by MR9. It will still exist in the database but it will be hidden.<\/p>\n You can export any list as an Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, share, print, or use in other applications.<\/p>\n TL;DR: Many lists in MR9 can be customized by adding\/editing options to better fit your company.<\/strong><\/p>\n Award Points: <\/strong>Used to encourage clients to book with your\u00a0agency by rewarding them with points for different services.<\/p>\n Billing Rate Groups:<\/strong> Umbrella structures aimed at categorizing your billing rates. Instead of one long list of billing rates, Billing Rate Groups create a series of shorter lists to search through when invoicing clients.<\/p>\n Contact:<\/strong> Person who works for a firm you do business with.<\/p>\n Firm:<\/strong>\u00a0Companies you do business with.<\/p>\n Header Group:<\/strong> Parent structure that contains related invoice headers as its children.<\/p>\n Location:<\/strong> Place where records are stored \u2014 such as hospitals, schools, doctors\u2019 offices, or businesses.<\/p>\n Message Group:<\/strong> Parent structure that contains related invoice messages as its children.<\/p>\n MR Connect:<\/strong> Online repository, orders, and access to your office for clients and others. More ><\/a><\/p>\n 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, such as an order, part, invoice, or entity. More ><\/a><\/p>\n Order:\u00a0<\/b>An order in MR9 is usually a request for all records related to a case or to serve a subpoena for an appearance at a legal proceeding as opposed to a work order.<\/p>\n Part:<\/strong> A part of an order is a work order\/request for a single record that is included in the entire body of records for a case or patient.<\/p>\n Tracking:<\/strong>\u00a0System for\u00a0keeping track of where production items are in your production cycle and physically in your office.<\/p>\n Users:<\/strong> You and your staff who directly access MR9.<\/p>\n","protected":false},"excerpt":{"rendered":"Managing lists<\/h2>\n
Lists can be customized for:<\/h2>\n
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\nSet up categories for types of accounts, financial transactions, names for types of custodian fees, payments, payment terms, and units of service items (e.g., pages, miles, or hours).
\nAlso set up billing rate groups: parent structures for related billing rates<\/a>. (You could have 100s of billing rates, which can quickly become overwhelming without some sort of organizing capability.) You will assign each billing rate table, firm, contact, and party to an order to a billing rate group .<\/li>\n
\nSet up designations for MR Connect support ticket ratings and status (e.g., Awaiting Response or Closed).<\/li>\n
\nSet up categories for types of contacts, notes, work turnaround preferences, credit ratings, and tags to organize contacts. Also set up gender classifications, work titles, and salutations.<\/li>\n
\nSet up categories for types of firms, notes, credit ratings, collection actions, and tags to organize firms. Also set up designations for account status, class (the quality or ranking of a firm), and client sources (how clients heard of you).<\/li>\n
\nSet up categories for departments in your company and position titles.<\/li>\n<\/ul>\nMR9 concepts in this lesson<\/h4>\n