MetaRecords 2009 updates
This page covers all the new features added to MR8 and MR Web in 2009.
Release dates to: Nov. 16, 2009
- More complete notification
A new function, Send Notifications, has been added to the case, part and invoice repositories. The subject line for each type of upload notification email can be customized with merge data fields.
- Simplified Contacts tabs
Assistants & Assistant Of have been combined into Manage Assistants. Grant Access To & Have Access To have been combined into Manage Access.
- Improved Form Manager speed
File size of stored custom forms is reduced 1/3 to save you storage space and load faster.
- Exit confirmation window added
Before quitting MR8, a dialog box asks if you are sure, so you do not accidentally close MR8 when closing a bunch of open work screens.
- Addresses conform to Postal Service guidelines
Option to make addresses from MR8 conform to Postal Service Guidelines. Applies to labels, envelopes, reports, invoices – wherever addresses appear.
- Easier monthly statements processing
Highlight desired statements in the grid, then right-click and select Uncheck All except Selected Items, so MR8 will uncheck all except currently selected items.
- Integrate with QuickBooks
New Integrator for QuickBooks integrates MR8's Contacts, Resources, Invoices, Checks, Receive Payments, and Credit/Journal Entries directly into QuickBooks.
- Foolproof forms creation
Forms cannot be saved if the selected data source does not match the preset form type. This prevents users from accidentally changing the data source on a form.
Release date: May 14, 2009
New SMTP mail composer behaves just like HTML editor.
- Improved email
Microsoft Outlook option added to Email sending. When selected, Depository Notification no longer gets sent as an attachment. It gets embedded as body of email.
Release date: Feb. 18, 2009
- New tags target firms, contacts & resources
As your business grows, it can be helpful to differentiate firms, contacts and even resources into subgroups to target your marketing and services better. For example, if you want to send holiday gifts to your top 10% of clients, you can search for them with MR8's Marketing Inquiry function. But what about next year? Wouldn't it be nice if you could easily call up the previous year's list to review and use? You can with MR8's new tag system. Classify contacts in as many ways as you want: Christmas '08, decision makers, email group — you create the tags you need, and you can attach as many tags to a firm or contact as desired. You can even tag resources so you can target them for special treatment. You can sort by tags to create a list, then print labels from the list, send emails to everyone on the list, or export the list to Excel. You can also mass update tagged entries. For example, you can update your entire Christmas '08 list to Christmas '09 with a click.