Creating Categories

10/9/2020

One of the advantages of using a CRM system is the ability to aggregate data. One of the best ways to form a group is to use terms or attributes to define a company, individual, appointment, journal, or project. In MRSweb, these attributes are called categories.

Categories are attributes created and assigned by you to aid in searches (think of them as keywords for your searches and grouping). In MRSweb you will find categories for Contacts, Appointments, Journals, and Projects. Each of these areas has its own Categories list, so that you can have entries that just apply to that area.

When setting up and using categories it is important that all Users in your company be consistent in their use.

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Bulk Update Companies' Categories from the Customers Listing

9/22/2016

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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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How to Print a List of Categories

12/9/2014

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A User recently asked me, "how do I print a list of our Companies/Contacts' categories?" They wanted to review the list in order to edit and add to the categories.

It's always a good idea to review and update categories, labels, types, and process steps. Some of the reasons for updating categories could be:

cleaning up duplicate categories such as - sales meeting and sales training, or sales call and presentation, or ride-with or work-with, or many other categories that could mean the same thing to different reps
adding a prefix to a long list of categories in order to make it easier to find specific entries - BG:: Embassy Group; BG:: NISSCO; BG::SSS; BG::WIT & Co. If you listed the buying groups without a prefix they would be listed alphabetically throughout your list, but with a prefix they are all together and much easier to find in your categories list

The first step is to look at your current categories to review them. There are two options if you want to print out a list. Option 1 from the MRSware desktop client and Option 2 from MRSweb CRM 2 web client.

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Creating Categories

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How to Print a List of Categories

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