The searches, auto-completes, and filters all work correctly regardless of the case. Since it works both ways, you are certainly free to enter your companies and contact however you like them to appear... Just keep in mind that MRSware is a contact relationship management system, from which you will be sending e-mails, newsletters, or other marketing materials. It may be odd to send out those things with everything in capitals all the time.
We still see MRSware Users entering customers and other data in all capital letters into their systems. I believe this is a practice that started with some older accounting system, some of which required (or at least made it easier) for various reasons to enter customer or sales reps in all capital letters. It is not necessary to enter any type of Company or Contact in all capital letters in MRSware.
The searches, auto-completes, and filters all work correctly regardless of the case. Since it works both ways, you are certainly free to enter your companies and contact however you like them to appear... Just keep in mind that MRSware is a contact relationship management system, from which you will be sending e-mails, newsletters, or other marketing materials. It may be odd to send out those things with everything in capitals all the time.
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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". We are often asked how to delete data - a customer who has gone out of business or a manufacturer who is no longer represented – from MRSware. This is a thorny issue, one that has repercussions beyond the information appearing in a current report.
Should you retain the data or should it be deleted from your MRSware system? Let's look at the issue from both sides. |
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