MRSware Sales and Commissions
  • MRSware
    • About
  • Sales & Commissions
    • Sales Reps
    • Manufacturers
  • CRM
  • Blog
  • Pricing
  • Support
    • Training >
      • Training Classes - MRSweb
      • Training Classes - MRSware >
        • Lesson 1 - MRSware Home Page
        • Lesson 2 - CRM - Companies/Contacts
        • Lesson 3 - CRM - Calendar
        • Lesson 4 - CRM - Journals
        • Lesson 5 - CRM - Tasks
        • Lesson 6 - CRM - Projects
        • Lesson 7 - MREPS - Customers
    • Documentation
    • Integrations
    • Admins
    • Live Service Status
  • Login
  • Free Trial

Hide & Mark Hidden

9/15/2010

0 Comments

 
​Each Company and Contact has a check box on the main tab called "Hide".  The function of this is to hide the Company/Contact from their Listing.  This is an easy/simple way to sub-divide contacts in the listing to remove the least-accessed ones, so that the list loads faster and is less cluttered.  When you want to see the hidden contacts again, select "Contacts" -> "Show Hidden" from the menu, which will load the entire list including the ones marked with Hide.


Examples:

We import large Lead lists for shows we attend.  We want them in the system to send them our email marketing pieces, track which campaigns/shows they were a part of, and promote them to Qualified Leads when appropriate.  However, we don't want to see all of these (thousands) of leads each time we go to our listing, so we mark them as hidden and only pull them up when needed.

We have inactive Customers that we don't need to interact with regularly (but we certainly don't want to lose their history), so we mark them as hidden from the list.

Other areas the Hide option effects:

Search
Users can choose to include or not include hidden companies/contacts in their search results by checking/unchecking the "Include Hidden" box.

Customer Listing
Companies that are of type Customer that are hidden, are also hidden in the Customer Listing.  To show the Customer in the Customer Listing, select the "Show Hidden" option in the "Customers" menu.

Reporting
Many of the Sales and Commissions reports can be run with or without the hidden customers.  This allows for a more concise report that only contains active customers in it.

Bulk Update Hidden

Companies and Contacts can be multi-selected in the Company/Contact Listings and assigned or unassigned the Hide option all at once.  Multi-select your contacts, then right-click on a selected on and choose "Bulk" -> "Update Hidden".
0 Comments

    Documentation

    ​You will find technical documentation, MRSware instructions, release notes, and general content to help MRSware users through their day on this page.

    Please use the Categories below to find documentation for each area in MRSware.

    ​You may also use the Search field above to look for specific topics. To get a more precise list of articles for a particular menu option, for example, use quotation marks around the text in the Search box, e.g. "bulk assign sales rep".

    Categories

    All
    1
    Android
    Appointments
    Auto-Complete
    Batch Edit/Bulk Update
    Categories
    Contacts
    Customers
    Data Analysis
    Duplicate Removal
    Education Module
    Email
    Email/Spam
    Email Templates
    File Share
    Google
    Hidden
    IMAP
    Installation
    Journals
    Master List
    Microsoft Office
    Mobile
    (MREPS)
    MRSweb
    New MRSware Users
    Outlook
    Payments
    Projects
    Reports/data Analysis
    RSS Reader
    Sales Force Automation (SFA)
    Search / Filter / Sort
    Sync
    Tables / Listings
    Troubleshooting
    Types
    User Manuals
    Video

    Archives

    November 2022
    September 2022
    June 2022
    March 2022
    February 2022
    January 2022
    December 2021
    May 2021
    October 2020
    September 2020
    July 2020
    June 2020
    May 2020
    September 2019
    April 2019
    September 2018
    January 2018
    August 2017
    February 2017
    January 2017
    December 2016
    September 2016
    July 2016
    June 2016
    May 2016
    February 2016
    January 2016
    December 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014
    October 2014
    July 2014
    June 2014
    February 2014
    October 2013
    September 2013
    July 2013
    May 2013
    April 2013
    March 2013
    February 2013
    November 2012
    September 2012
    July 2012
    June 2012
    May 2012
    April 2012
    December 2011
    November 2011
    October 2011
    September 2011
    August 2011
    May 2011
    April 2011
    March 2011
    December 2010
    September 2010
    July 2010
    May 2010
    April 2010
    February 2010
    January 2010
    December 2009
    November 2009
    October 2009
    July 2009
    June 2009
    May 2009
    April 2009
    March 2009
    February 2009
    January 2009
    October 2008
    September 2008
    August 2008
    July 2008
    June 2008
    May 2008
    April 2007
    September 2006
    August 2006
    July 2006
    June 2006
    May 2006

    RSS Feed

Home | Sales and Commissions | CRM | Blog |​ Pricing | Training | Support | Log In | Free Trial 
sales@MRSware.com     (866)795-8386 x1
Copyright (c) 2002-2023 EYOND, Inc
.
MRSware is an EYOND, Inc. Integrated Solution
made in Austin, TX  USA