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MetaRecords > Resources > Team MR

If you use MR, then you are a member of Team MR

This is your area for:
Team MR

Plus you can get free MR8 training anytime in MRU (MetaRecords University)

MR8 Cloud

DIY custom reports from the cloud

August 23, 2018: OMTI has developed a plug-in for MR8 Cloud users who want to create their own custom reports using their MR data in 3rd-party applications. The Data Reader plug-in provides a dedicated connection from a company’s registered device(s) to their MR database in the cloud so they can use their MR information in their own custom reports or other applications. 

Client testimonial

Moving to MR8 Cloud: ‘a no-brainer’

(While this is a story about RB8 Cloud, we think MR clients will appreciate a user's perspective about moving to the cloud.)

November 15, 2016: Christine Phipps, owner of Phipps Reporting Inc., switched to RB8 Cloud with a little nudge from a big hurricane named Matthew. She shared her story to help others disaster-proof their businesses.


Phipps Reporting has been on RB8 for 6 years, during which time it became one of the biggest firms in Florida. When it came time to get a new server, Christine considered RB8 Cloud instead, which eliminates the need for a new server, but she was concerned about the financial impact:

"We have offices across Florida, and we have our data in-house. I knew that as we had more data in the cloud, RB would charge us more."

She ultimately decided to switch to RB8 Cloud because it would be more cost-effective than a new server. However, before she could sign the contract, Hurricane Matthew hit.

“Because of the hurricane, we had to close the office. I paid all my employees to stay home Friday. If we had RB8 Cloud, I would have been operational that Friday – I would have been operational serving clients during the hurricane.”

OMTI switched Phipps Reporting over to RB8 Cloud that weekend. Christine and her IT technician are both happy to be on the cloud with no more server worries or expense, plus the peace of mind that RB8 Cloud represents: 99.95% uptime and no loss of data.

Christine is convinced RB8 Cloud is the best system for running her business — or any court reporting business, so she asked us to share her story. “Luckily for us with hurricanes, we have 4-5 days warning; but in places like Tornado Alley, or where there are volcanoes, earthquakes – moving to RB8 Cloud should be a no-brainer.”

To find out more, read the full story.

Team MR conference

Did you attend the free online Team MR conference?

OMTI held our first-ever Team MR conference, Feb. 25, 2016. The free online conference featured demonstrations and explanations of new features in MR8 and MR Web 8 updates, which were released the same day.


New features for MR8 and MR Web were developed based on user suggestions in the Idea Collaborator. These are the first MR updates to come out of the Idea Collaborator, and our first Team MR conference to explain MR updates.

Ted Yoo, OMTI's Technical Support Manager, explained and demonstrated how to use the Idea Collaborator and encouraged attendees to use this valuable tool for improving MR products and services.

He also explained the concept of MR Cloud to see if attendees would be interested in OMTI developing something similar to our popular new RB8 Cloud for their industry. We will be sending a survey to all MR users soon to see if there is enough interest in this service to develop it for our MR users.

Jason Yee, OMTI's Client Support Manager, covered the 2016 MR8 & MR Web updates, explaining what has changed and demonstrating some of the new features so users could start using them immediately and get the most out of them.

Customer Portal

Use our ‘online offices’ for managing your OMTI accounts

Like MR Web online offices, OMTI has added online access for our clients to our system. You can use your online office to get copies of invoices, manage subscriptions and more.


Give staff who use OMTI products access to your online office, so they can use features like the Idea Collaborator, where users can post suggestions for new features in OMTI products, and vote on other users’ suggestions.

All users have an online training calendar so they can check their schedule for learning OMTI products.

Users can manage their support tickets here too.

This is also the place where you can find the OMTI KnowledgeBase. The KnowledgeBase is where you can look up information about your OMTI products, such as what was updated, added or fixed in MR8 and MR Web and when.

Visit the customer portal page to see the list of everything you can do in your online office and to sign in.

You decide who can access your office and at what level

Most areas of the customer portal are open to users. An exception is the Billng area, where you designate who has access, such as your accounting department. These designated users receive automated notices from our system when it bills your credit card. They can use your online office to download, print, and pay invoices, and add, update or change which credit card to use for each product you subscribe to.

Another exception is that only users you designate as Admin-level can enter new users, restrict users’ access, and update company information in your online office.

Idea Collaborator

Get your feature requests in the next MR update

Your forum in our customer portal

Idea Collaborator is the way to get your ideas for improving OMTI products, like MR8 and MR Web, implemented in future versions. It replaces our existing feedback system with an online forum where everyone who uses the same products as you do can post suggestions and vote for those they would like to see in an upcoming version.


Ideas that are most popular with our clients will be priorities for our development team. You no longer have to wonder if we are paying attention to your idea, and we no longer have to wonder if a requested feature is useful to enough users to be worth the time, effort and expense of developing it.

Idea Collaborator is available to our clients through our portal site. Sign in with your user name and password, post a request and vote on existing feature requests you’d like to use too. The more votes an individual feature gets, the more likely you will see it in our products.

Like an ongoing focus group, online places like Idea Collaborator are widely used in the software industry to gather ideas from client bases. Since we are software developers, not industry experts like our clients, we don’t know if a new feature makes sense. We will be relying on you and your peers to guide our future development.

To enhance the possibility that your requests are popular with the group, please write your requests using the following guidelines:

Idea Collaborator guidelines

  1. Include only one idea per request. If you have multiple suggestions, make separate requests for each. This will make it easier for other users to vote for ideas they want to see too.
  2. Make the Idea Title descriptive of your idea. Requests will be listed by their titles, so a descriptive title makes your idea easier to find when someone scrolls through the list. For example, instead of titling an idea “MR8 Billing,” which is too generic, write “MR8 payments by credit card” to title a request to add a credit card payment option in MR Billing.
  3. Explain the idea in depth in the Description field. The more detailed your feature description, the better. Also include some background on the issue(s) the feature would address, and why you want/need it.