MRSware Documentation

Bulk Update Companies' Categories from the Customers Listing

9/22/2016

Users can set up companies' categories from the Customers table. (Steps 1 - 5)

You can take this one step further and set up contacts' categories from the results of the companies' category. (Steps 6 - 10)

One of the more common usages for this two step process is for setting up contacts to sync with mobile devices using MRSware Sync*.

Here's how:

1. Click on Customers in the Shortcuts panel or on the Shortcuts toolbar
2. Right-click on a name in the Sales Rep Column and select Filter -> By Selection

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Be Prepared, Be Professional, Be Productive

2/16/2016

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In July of 2008 I wrote a blog - "Jack Berman's Call Organizer" - about the way I used to prepare for sales calls when I was a manufacturers representative. In the blog I talk about how and why I did this and how successful it was for me.

What I forgot to mention is the time it took to do the preparation. Jack told us (1991, CPMR 101 students) it should take about 15 minutes per call. It often took me much longer to prepare for a call. Here are the steps I took initially:

* went over each manufacturer's reports for sales numbers TY vs LY
* went over each manufacturer's reports (if available) to see what SKU's they were buying
* tried to remember what we talked about the last time we met or talked
* wrote down what I wanted to accomplish during the meeting

Over time the steps changed slightly:

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4 Ways to Filter your Lists, by Example

10/2/2015

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There are several handy ways to filter the listings in MRSware to show just the information you are interested in at the moment.

Here is a little summary of the options in the form of a usage example for each:

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