Documentation Reference Library
π Technical Reference & Knowledge Base
Welcome to the comprehensive MRSware Documentation Library. Here you will find 197 technical reference articles, configuration walkthroughs, user interface guides, and step-by-step how-to procedures mapped directly to each of the 12 Desktop Guide operational chapters.
Jump to Chapter Reference
β‘ Part 1: Getting Started & UI Basics
Installation, shortcuts, fonts, preference settings, grid layouts, dockable preview panes, and UI customization.
4 Ways to Filter your Lists, by Example
Technical documentation and reference guide for 4 Ways to Filter your Lists, by Example.
Account Numbers, to use them and which to use
Technical documentation and reference guide for Account Numbers, to use them and which to use.
Add a MRSweb Shortcut/App Icon to Home Screen
Technical documentation and reference guide for Add a MRSweb Shortcut/App Icon to Home Screen.
Advanced Search
Technical documentation and reference guide for Advanced Search.
Badge Name
Technical documentation and reference guide for Badge Name.
Be Prepared, Be Professional, Be Productive
Technical documentation and reference guide for Be Prepared, Be Professional, Be Productive.
Bulk Update Types
Technical documentation and reference guide for Bulk Update Types.
Closing MRSware in Error
Technical documentation and reference guide for Closing MRSware in Error.
Column Control in Tables
Technical documentation and reference guide for Column Control in Tables.
Conflict Resolution User Manual
Technical documentation and reference guide for Conflict Resolution User Manual.
Connection Tester
Technical documentation and reference guide for Connection Tester.
Download MRSware
Technical documentation and reference guide for Download MRSware.
Education User Manual
Technical documentation and reference guide for Education User Manual.
Filter Date columns in MRSware Listings
Technical documentation and reference guide for Filter Date columns in MRSware Listings.
Fixing Incorrectly Assigned Account Numbers
Technical documentation and reference guide for Fixing Incorrectly Assigned Account Numbers.
Getting Started in MRSware
Technical documentation and reference guide for Getting Started in MRSware.
Hide & Mark Hidden
Technical documentation and reference guide for Hide & Mark Hidden.
History - data history - to retain or not to retain?
Technical documentation and reference guide for History - data history - to retain or not to retain?.
Inline Editing - When and How to Use
In-line editing
Installing MRSware using Windows 7, 8, 10
Technical documentation and reference guide for Installing MRSware using Windows 7, 8, 10.
Member vs. Non-Member Tuition
Technical documentation and reference guide for Member vs. Non-Member Tuition.
MRSweb Charts! Sales and Activity Visualizations
Technical documentation and reference guide for MRSweb Charts! Sales and Activity Visualizations.
MRSweb's Batch Edit
Technical documentation and reference guide for MRSweb's Batch Edit.
Navigating MRSweb: How To Get Around
Technical documentation and reference guide for Navigating MRSweb: How To Get Around.
Open a Word 2007 document in an earlier version of Word
Technical documentation and reference guide for Open a Word 2007 document in an earlier version of Word.
Open in Separate Window - multiple workspaces to not lose your place
Technical documentation and reference guide for Open in Separate Window - multiple workspaces to not lose your place.
Open Microsoft Office files when you don't have the correct version, or don't have Office installed at all
Technical documentation and reference guide for Open Microsoft Office files when you don't have the correct version, or don't have Office installed at all.
Relationship Management
Technical documentation and reference guide for Relationship Management.
Reply Automatically with a Template
Technical documentation and reference guide for Reply Automatically with a Template.
Resize Panels & Collapse Panels in Sidebar
Technical documentation and reference guide for Resize Panels & Collapse Panels in Sidebar.
Safeguards for accidentally deleting content in MRSware
Technical documentation and reference guide for Safeguards for accidentally deleting content in MRSware.
Search Icons for the Shortcuts Panel
Technical documentation and reference guide for Search Icons for the Shortcuts Panel.
Searching in Tables / Listings
Technical documentation and reference guide for Searching in Tables / Listings.
Shortcuts / Screen List Overview
Technical documentation and reference guide for Shortcuts / Screen List Overview.
Student Number
Technical documentation and reference guide for Student Number.
Testing your Out of Office response
Technical documentation and reference guide for Testing your Out of Office response.
Track New Business Guidelines
Technical documentation and reference guide for Track New Business Guidelines.
Tracking Your Accounts through Phases using Types: Give Your Team a Hint
Technical documentation and reference guide for Tracking Your Accounts through Phases using Types: Give Your Team a Hint.
Using Signatures to Quickly Reply to Common Questions
Technical documentation and reference guide for Using Signatures to Quickly Reply to Common Questions.
Using the News panel for RSS feeds on the MRSware Home page
RSS Reader built into MRSware
Where to Find Online Training and Support
Technical documentation and reference guide for Where to Find Online Training and Support.
Zoom for Larger Font Sizes in MRSweb
Technical documentation and reference guide for Zoom for Larger Font Sizes in MRSweb.
π₯ Part 2: CRM - Companies & Contacts
Master customer database, contact cards, address formatting, custom categories, card views, and duplicate merging.
Account View vs. Customer View in Customers Listing
Technical documentation and reference guide for Account View vs. Customer View in Customers Listing.
Assigning Categories
Technical documentation and reference guide for Assigning Categories.
Bulk Update a Company's Contacts' Addresses
Technical documentation and reference guide for Bulk Update a Company's Contacts' Addresses.
Bulk Update Companies' Categories from the Customers Listing
Technical documentation and reference guide for Bulk Update Companies' Categories from the Customers Listing.
Bulk Update Company's Contact(s) Categories
Technical documentation and reference guide for Bulk Update Company's Contact(s) Categories.
Bulk Update Contacts' Categories
Technical documentation and reference guide for Bulk Update Contacts' Categories.
Company Types vs. Categories for grouping and descriptive terms
Technical documentation and reference guide for Company Types vs. Categories for grouping and descriptive terms.
Company/Contact Name "Matches" (green) and 'Matches' (red) squiggly lines
Technical documentation and reference guide for Company/Contact Name "Matches" (green) and 'Matches' (red) squiggly lines.
Contact Relationship Management User Manual
Technical documentation and reference guide for Contact Relationship Management User Manual.
Create a Customer entry
Technical documentation and reference guide for Create a Customer entry.
Creating & Assigning Types, Categories, & Other Attributes within MRSware
Technical documentation and reference guide for Creating & Assigning Types, Categories, & Other Attributes within MRSware.
Creating Categories
Technical documentation and reference guide for Creating Categories.
Creating Categories
Technical documentation and reference guide for Creating Categories.
Creating Customer in all CAPS is not necessary
Technical documentation and reference guide for Creating Customer in all CAPS is not necessary.
Creating one company-wide, "master" database of contact and companies
Technical documentation and reference guide for Creating one company-wide, "master" database of contact and companies.
CRM is the cornerstone of any company
Technical documentation and reference guide for CRM is the cornerstone of any company.
Customer Listing: Account View & Customer View
Technical documentation and reference guide for Customer Listing: Account View & Customer View.
Duplicate Removal Walkthrough
Technical documentation and reference guide for Duplicate Removal Walkthrough.
Generate a list of customers with contacts for a particular manufacturer
Technical documentation and reference guide for Generate a list of customers with contacts for a particular manufacturer.
How to find Top Selling Products by Manufacturer, by Customer
Technical documentation and reference guide for How to find Top Selling Products by Manufacturer, by Customer.
How to open a Contact Printout
Technical documentation and reference guide for How to open a Contact Printout.
How to open a Customer Snapshot
Technical documentation and reference guide for How to open a Customer Snapshot.
How to Print a List of Categories
Technical documentation and reference guide for How to Print a List of Categories.
How to remove duplicate contacts
Technical documentation and reference guide for How to remove duplicate contacts.
Link Files to Companies in MRSweb
Technical documentation and reference guide for Link Files to Companies in MRSweb.
Manage Contact Types
Technical documentation and reference guide for Manage Contact Types.
MRSweb - Use the Filter button to easily find companies and contacts
Technical documentation and reference guide for MRSweb - Use the Filter button to easily find companies and contacts.
Reassigning or Changing Categories
Technical documentation and reference guide for Reassigning or Changing Categories.
Removing out-of-business Customer entries
Technical documentation and reference guide for Removing out-of-business Customer entries.
Sales Reps - Merge Duplicate
Technical documentation and reference guide for Sales Reps - Merge Duplicate.
Show only New Customers in the Customer Listing
Technical documentation and reference guide for Show only New Customers in the Customer Listing.
Track Customer Preferences
Technical documentation and reference guide for Track Customer Preferences.
Video - Customers Top Down Sales
Technical documentation and reference guide for Video - Customers Top Down Sales.
Video - Show Hidden Companies, Contacts, Customers
Technical documentation and reference guide for Video - Show Hidden Companies, Contacts, Customers.
π Part 3: Activities, Tasks & Calendar
Touch point journal logs, task reminders, user availability, resource scheduling, mileage logs, and calendar sync.
Adding Events to your Google/phone/tablet Calendars
Technical documentation and reference guide for Adding Events to your Google/phone/tablet Calendars.
Appointments - Calendar views
Technical documentation and reference guide for Appointments - Calendar views.
Appointments, Journals, Tasks oh my! Which to use and when
Technical documentation and reference guide for Appointments, Journals, Tasks oh my! Which to use and when.
MRSweb - How to enter a Journal using your phone's Speech-to-Text function
Technical documentation and reference guide for MRSweb - How to enter a Journal using your phone's Speech-to-Text function.
Open iCalendar (.ics) files in MRSware Calendar
Technical documentation and reference guide for Open iCalendar (.ics) files in MRSware Calendar.
Printing Journal entries
Technical documentation and reference guide for Printing Journal entries.
Set Reminders on Message Flags
Technical documentation and reference guide for Set Reminders on Message Flags.
Tracking Touch Points Across Multiple Contacts
Technical documentation and reference guide for Tracking Touch Points Across Multiple Contacts.
Using Browser Tabs to Multitask
Technical documentation and reference guide for Using Browser Tabs to Multitask.
ποΈ Part 4: Projects & Job Tracking
Commercial job tracking, bid specification quotes, multi-stakeholder participation, and project financials.
Closed Opportunities, Expenses and Revenue from Project Printout
Technical documentation and reference guide for Closed Opportunities, Expenses and Revenue from Project Printout.
How to Use Opportunity Tracking for Bids/Quotes
Technical documentation and reference guide for How to Use Opportunity Tracking for Bids/Quotes.
Ranking Customers and Prospects in MRSware
Technical documentation and reference guide for Ranking Customers and Prospects in MRSware.
Track Project Updates
Technical documentation and reference guide for Track Project Updates.
πΊοΈ Part 5: MREPS Customers & Territories
Customer account mapping, manufacturer principal cross-references, sales rep territories, and customer rankings.
Bulk Update Customer Account Number
Technical documentation and reference guide for Bulk Update Customer Account Number.
Creating Customer Account Numbers
Technical documentation and reference guide for Creating Customer Account Numbers.
Customer Ranking view in Data Analysis Sales & Commissions
Technical documentation and reference guide for Customer Ranking view in Data Analysis Sales & Commissions.
How to find each Principal's Percentage of Total Sales in Data Analysis
Technical documentation and reference guide for How to find each Principal's Percentage of Total Sales in Data Analysis.
Principal Ranking - % of Total Sales or Total Commissions
Technical documentation and reference guide for Principal Ranking - % of Total Sales or Total Commissions.
π¦ Part 6: MREPS Orders & Invoices
Purchase orders, Quick Add line items, invoice batch entry via Edit in Spreadsheet, and partial shipment tracking.
Add Customer and Invoice Search Icons to the Shortcuts Panel
Technical documentation and reference guide for Add Customer and Invoice Search Icons to the Shortcuts Panel.
Company's Activity Lists Now Showing Invoices
Technical documentation and reference guide for Company's Activity Lists Now Showing Invoices.
Customer Name Auto-Complete during Invoice Entry
Technical documentation and reference guide for Customer Name Auto-Complete during Invoice Entry.
Find one invoice in the Payment Entry Table
Technical documentation and reference guide for Find one invoice in the Payment Entry Table.
Fixing Incorrectly Assigned Sales Reps on Customers and Invoices
Technical documentation and reference guide for Fixing Incorrectly Assigned Sales Reps on Customers and Invoices.
Generic CSV Invoice Import Wizard User Manual
Technical documentation and reference guide for Generic CSV Invoice Import Wizard User Manual.
Have the system calculate commissions automatically upon Invoice Import using Commission Rules
Technical documentation and reference guide for Have the system calculate commissions automatically upon Invoice Import using Commission Rules.
How to add a custom calculation and reorder columns in Data Analysis cubes
Technical documentation and reference guide for How to add a custom calculation and reorder columns in Data Analysis cubes.
How to Manually Enter an Invoice with Line Item Details
Technical documentation and reference guide for How to Manually Enter an Invoice with Line Item Details.
How to Manually Enter an Invoice with Sales & Commission Totals
Technical documentation and reference guide for How to Manually Enter an Invoice with Sales & Commission Totals.
How To: Manually Entering Invoice Line Item Details
Technical documentation and reference guide for How To: Manually Entering Invoice Line Item Details.
Invoice Import (Sales and Commissions Import)
Technical documentation and reference guide for Invoice Import (Sales and Commissions Import).
Order Entry Discount Fields
Technical documentation and reference guide for Order Entry Discount Fields.
Order/Invoice Line Items
Technical documentation and reference guide for Order/Invoice Line Items.
Search Invoices by Import Batch File Name
Technical documentation and reference guide for Search Invoices by Import Batch File Name.
The Cost of Line Item Detail Reporting
Technical documentation and reference guide for The Cost of Line Item Detail Reporting.
The Issued Checkbox on Invoices
Technical documentation and reference guide for The Issued Checkbox on Invoices.
Using the Line Items section of an Invoice to capture notes and misc. info.
Technical documentation and reference guide for Using the Line Items section of an Invoice to capture notes and misc. info..
π° Part 7: Commissions & Reconciliation
Commission rate rules, split hierarchies, check deposit reconciliation, payment lookup, and unpaid balances.
Bulk Update Split Rate
Technical documentation and reference guide for Bulk Update Split Rate.
How to Enter Partial and Adjusted Commission Payments
Technical documentation and reference guide for How to Enter Partial and Adjusted Commission Payments.
How To: Manually Entering Sales & Commission
Technical documentation and reference guide for How To: Manually Entering Sales & Commission.
Run Commission Reconciliation Report
Technical documentation and reference guide for Run Commission Reconciliation Report.
Sales & Commission Data Entry Options
Technical documentation and reference guide for Sales & Commission Data Entry Options.
Unpaid Commissions
Technical documentation and reference guide for Unpaid Commissions.
Use Payment Entry to Reconcile Commissions
Technical documentation and reference guide for Use Payment Entry to Reconcile Commissions.
Verify manually entered sales rep splits
Technical documentation and reference guide for Verify manually entered sales rep splits.
Working with Sales Rep Splits
Technical documentation and reference guide for Working with Sales Rep Splits.
π Part 8: Sales Force Automation (SFA)
Sales opportunity pipeline, close probability weighting, marketing campaigns, and business travel expense reports.
Campaigns User Manual
Technical documentation and reference guide for Campaigns User Manual.
Expense Reports User Manual
Technical documentation and reference guide for Expense Reports User Manual.
π Part 9: Reporting & Data Analysis
Multi-dimensional OLAP data cubes, the 5 Magical Columns, custom pivot calculations, and Report Explorer.
Data Analysis: Monthly
Technical documentation and reference guide for Data Analysis: Monthly.
Data Analysis: Product Details
Technical documentation and reference guide for Data Analysis: Product Details.
Data Analysis Totals for Company with Branches
Technical documentation and reference guide for Data Analysis Totals for Company with Branches.
How to Save & Re-Open Data Analysis Views
Technical documentation and reference guide for How to Save & Re-Open Data Analysis Views.
Journals are Call Reports, Notes, Phone Call Logs
Technical documentation and reference guide for Journals are Call Reports, Notes, Phone Call Logs.
Now Showing: Sales Summary Analysis and the magical 5 columns
Technical documentation and reference guide for Now Showing: Sales Summary Analysis and the magical 5 columns.
Retiring Reports
Technical documentation and reference guide for Retiring Reports.
Ship To in Data Analysis
Technical documentation and reference guide for Ship To in Data Analysis.
π Part 11: Data Import & Sync
Automated sales data imports, manufacturer CSV/Excel column mapping, conflict batches, and offline synchronization.
Contact Import User Manual
Technical documentation and reference guide for Contact Import User Manual.
How To: Sync File Share with iOS, Android, Mac, etc.
Technical documentation and reference guide for How To: Sync File Share with iOS, Android, Mac, etc..
MRSware Sync User: Set Up Your Google Account
Technical documentation and reference guide for MRSware Sync User: Set Up Your Google Account.
MRSweb Sales Import Process
Technical documentation and reference guide for MRSweb Sales Import Process.
Outlook Funambol plug-in installation for MRSware Sync
Technical documentation and reference guide for Outlook Funambol plug-in installation for MRSware Sync.
π‘οΈ Part 12: Administration & Security
User security roles, deletion safeguards, domain configuration, disaster recovery planning, and audit controls.
MRSware Passwords
Technical documentation and reference guide for MRSware Passwords.
Password Complexity for the Web, MRSware
Technical documentation and reference guide for Password Complexity for the Web, MRSware.