MetaRecords 2011 updates
This page covers all the new features added to MR8 and MR Web in 2011.
Release date: Oct. 4, 2011
- Connection timeout increased
iFile Server Connection Timeout has been increased to 60 minutes to accommodate uploads of very large files.
- Improved Bulk Update added to all repositories
Now you can select which records to update together (no longer limited to all) and update more fields in all repositories including the new Location repository (for storing files related to facilities like hospitals and arbitration centers). Your bulk updates are automatically tracked in the Notes Log.
- HIPAA-compliant tracking of repository downloads
Enable options to track in-house downloads and MR Web downloads so you have a complete paper trail of who downloaded what and when.
- Clients can automatically mark files as reviewed
Enable clients to automatically mark files as reviewed with date/time stamp when downloading files from MR Web.
- New printing options save time & toner
Change printers on the fly from your default to others more suited to the particular task at hand (such as sending a massive report to your high-speed copier) without changing your default. Turn off backgrounds to save on toner and make printed and faxed pages easier to read.
- Merge fields added to statement emails
Add more information to statement emails automatically so when you get a reply (which typically no longer has a the statement attached) you know the statement it is in reference to.
- Service Item Master List streamlined
Now you can only merge service items belonging to the Misc. Charge group.
- Customizable "Forgot Password" emails
A new tab, Forgot Password, has been added to Site Configurations. Now you can customize the emails that are sent out when clients or resources click the Forgot Password button on MR Web.
- Streamlined file downloading on MR Web
A new checkbox, Enable option to set ‘Mark as reviewed’ flag at the time of downloading files, has been added to Repository – Other. This option marks files as ‘reviewed’ when the download starts, eliminating a manual step.
Release date: Mar. 24, 2011
- Send others automatic reminders through log notes
In MR8 Notes Logs, you can now add reminders for other users. You set a date/time and select the recipient. MR8’s Message Center alerts them at the appropriate time. The message includes the reminder details and a link to the job.
- Multiple email addresses accommodated
To accommodate multiple email addresses in the Email field, the Email Display Name is no longer used. Only the email addresses will be displayed.
- Search by Social Security Number
In the Case Manager's Search Criteria, SSN has been added.
- Print labels in new DYMO format
Production > Envelopes and Labels has a new Dymo label format. "*.LABEL," can be used, provided that DLS v8.3 has been installed on your computer (download from http://download.dymo.com/download%20drivers/LW/DLs8Setup.188.8.131.522.exe).
- Search contacts by phone number
In the Setup > Contacts > Search Criteria, Caller ID has been added. Firm’s Main Phone, Contact’s Main Phone, Direct Phone and Mobile Phone can be searched as long as they contain full 10-digit phone numbers.
- Choose Landscape Mode for forms
In Forms Manager, a capability to create forms in landscape mode has been added.