In some cases you might receive an email that you want to pass on to your distribution list, or otherwise forward to a number of recipients at once. There are a couple of easy ways to forward on emails to any list of email addresses in MRSware:
|
If you want to add a category to all the contacts at a company you can now use our easy, new feature Bulk Update Contact(s) Categories.
Here's how: Activity lists appear in Company cards, Contact cards, Projects, and Campaigns in MRSware. These lists may contain journals, tasks, opportunities, appointments, campaigns and/or e-mails.
Throughout MRSware you have the ability to type a company or contact name into a variety of Contact fields: Company cards, Contact cards, Contact selectors in Journals, Projects, Appointments, Tasks, Opportunities, Campaigns, Invoices, E-mail To fields, as well as the Contact Selector fields you use to link companies and contacts to Journals, Appointments, Projects, etc., and Search fields All these fields not only offer Auto Complete options, but also offer a text control with context sensitive hints.
What this means is that if you type in part of a name and click on the Tab or Enter key, the system will finish filling out the name for you (Auto Complete). However, when there is more than one match or if there is no match in the system for the name you typed in, then you will see a squiggly colored line under the name (Text control with context sensitive hints). Below are examples of text control with context sensitive hints and how to use these hints. File Share allows Users to share files between Users and between Computers quite easily. Files in File Share can be of any size, so it is a handy way to share larger files as well, particularly since emailing larger files is sometimes difficult.
There are several ways to add files to File Share: In addition to being able to bulk update the categories for all of a company's contacts, you can also bulk update the addresses for all of a company's contacts. Here's how: 1. open a company card 2. change the address in the Address field in the Company tab 3. click on Save and Close 4. re-open the company card 5. click on the Contacts tab 6. select all of the contacts (click on the first contact, hold down the Shift key, click on the last contact) or multi-select a few contacts (click on one of the contacts, hold down the Ctrl key, click on the other contacts you want to change) 7. right click on one of the contacts and select Update Addresses 8. click Yes when asked if you want to continue  |
DocumentationYou will find technical documentation, MRSware instructions, release notes, and general content to help MRSware users through their day on this page. Categories
All
Archives
November 2022
|
RSS Feed
