{"id":270,"date":"2020-11-23T09:51:43","date_gmt":"2020-11-23T17:51:43","guid":{"rendered":"http:\/\/omtiblog.com\/metarecords101\/?p=270"},"modified":"2026-03-31T15:09:53","modified_gmt":"2026-03-31T22:09:53","slug":"connect","status":"publish","type":"post","link":"https:\/\/omtiblog.com\/metarecords101\/modules\/connect\/","title":{"rendered":"Connect"},"content":{"rendered":"<h6>Lesson #138<\/h6>\n<h5>Manage your MR Connect online offices<\/h5>\n<p>If you have the MR Connect plug-in, this is the module you use to manage your MR Connect online offices.<span class=\"Apple-converted-space\">\u00a0In this module, you can:<\/span><\/p>\n<ul>\n<li>Invite contacts to use your MR Connect.<\/li>\n<li>Import client orders from MR Connect into MR9<\/li>\n<li>Allow COD clients to pay for and download transcripts online.<\/li>\n<li>Fulfill online reward point requests.<\/li>\n<li>Manage users\u2019 questions and problems and maintain a paper trail of their resolution.<\/li>\n<li>See who is using your MR Connect and how often they access it.<\/li>\n<li>Customize the experience for contacts by setting function preferences.<\/li>\n<\/ul>\n<h2>Connect functions by name<\/h2>\n<ul>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/connect\/send-invitations\/\">Send Invitations<\/a><\/li>\n<li>Import Online Orders<\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/connect\/get-paid-before-cod-clients-download-transcripts\/\">Publish COD Invoices<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/connect\/fulfill-online-award-point-requests\/\">Fulfill Points Redemption Orders<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/connect\/support-rb-connect-users-via-tickets\/\">Support Tickets<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/connect\/see-who-is-using-your-rb-connect\/\">Activity Log<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/connect\/connect-preferences\/\">Connect Preferences<\/a><\/li>\n<\/ul>\n<p><strong>TL;DR: Used for providing services through the MR Connect plug-in.<\/strong><\/p>\n<h4>MR9 concepts in this lesson<\/h4>\n<p><strong>Award Points: <\/strong>Used to encourage clients to book with your\u00a0agency by rewarding them with points for different services.<\/p>\n<p><strong>MR Connect:<\/strong> Online repository, calendar, and access to your office for clients.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Used for providing services through the MR Connect plug-ins <a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/connect\/\">&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":[33,217,4],"tags":[141,34,143,137,262,35,3,136,246,142],"class_list":["post-270","post","type-post","status-publish","format-standard","hentry","category-connect","category-module","category-modules","tag-activity-log","tag-connect","tag-connect-preferences","tag-fulfill-points-redemption-orders","tag-import-online-orders","tag-mr-connect","tag-mr9","tag-publish-cod-invoices","tag-send-invitations","tag-support-tickets"],"_links":{"self":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/270","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=270"}],"version-history":[{"count":0,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/270\/revisions"}],"wp:attachment":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/media?parent=270"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/categories?post=270"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/tags?post=270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}