MetaRecords 2012 updates
This page covers all the new features added to MR8 and MR Web in 2012.
Release date: November 10, 2012
- Specify firms' preferred services/standing orders
When scheduling or producing orders, you can now quickly add a firm's preferred services, in addition to the individual contact's standing requests and your Service Item Master list.
- Search by parent firm
Parent Firm filters have been added to the Search Criteria panes of the Case Manager, Client Activity and Client Analysis.
- Automatic notes entries in Statements
To maintain a more complete paper trail, MR8 automatically notes in a firm's log when a consolidated statement is sent, or in a contact's log if contacts get individual statements.
- Easier report comparisons
To make totals match summaries from other functions, Sales Tax now appears on Client Analysis reports.
- Voided invoices broken out in Sales Commission Report
Voided invoices are now listed in the Adjustments section of the Sales Commission Report if “Not to void Client Of Commission” or “Not to void Sales Rep Commission” are not selected in the resource’s profile.
- Retain collection history when firms merge
When merging firms, the collection logs will be merged also so you won’t lose any of their collection history.
- Easier tag implementation
Eliminate redundant typing when adding tags to Firms, Contacts and Locations. Enter tags in the Code Manager instead, then select them a drop-down in the appropriate Setup window’s Tag tab.
- Better performance automatically
MR8 will automatically truncate the log file each time it backs up to keep the log file size down, saving space on your server’s hard drive. And it will re-index and defragment monthly to improve performance.
- Custom headers and footers easy to do in Forms Manager
You can now specify header and footer properties, such as distance from page borders. Use the new header and footer buttons to navigate between the two.
- Fax from MR8 via internet fax service of your choice
Internet fax option added to Fax tab in System Preferences. You can choose from a variety of service providers, such as eFax.com or myfax.com, in the drop-down list.
- Repository notifications can include patient name
A new field, Patient, has added to the Item-level Repository notification body in Turn-In. And a new data source, Patient, has been added to Repository Email Subject in web site configurations.
- Fee limit warning when writing checks
If the check amount is greater than the ordering contact’s fee limit, a warning message will be displayed in Payables > Request Checks.
Release date: May 11, 2012
- Chat with OMTI Support live
Now you can connect with the OMTI Support Team using live chat within MR8.
- More complete automated message/alert subject lines for easier detection
In MR's Message Center, identical alerts or system notifications were difficult to distinguish without going into the detail. The subject line now includes specific information (job number, invoice number, etc.) so that the messages can be segregated without bringing up details.
- Hide SSL label option added
A new flag, “Hide SSL (Comodo) Logo if eligible” has been added to the General tab if you do not want the Comodo logo appearing on your MR Web pages.
- Custom triggers no longer work
If you altered MR8 with custom triggers, they will now be automatically removed from the system due to the increasing incidents of unexpected errors and other issues arising from these non-standard codes.