Categories are attributes created and assigned by you to aid in searches (think of them as keywords for your searches and grouping). In the CRM you will find categories for Contacts, Appointments, Journals, Tasks, and Projects. Each of these areas has its own Categories list, so that you can have entries that just apply to that area.
Companies are setting up new regulations, restrictions, and guidelines to follow when re-opening for business. Every business is different in how they want their employees to interact with the public, including vendors.
Sorting and organizing all the various rules is a like a jumble - confusing if you don't have a system that allows you to track and share them. In MRSware you can track and share these guidelines to make it easier to work with all businesses you interact with.
One way to enter the information is in the Contact’s Note field.
In MRSware -
1. Open a Contact card
2. In the Notes field, enter the new regulations for doing business with the contact's company
3. Click "Save and Close"
On your phone:
1. Tap on Contacts
2. Select a Contact
3. Tap "Edit"
4. Tap "Notes"
5. Enter the new regulations for doing business with the contact's company
6. Tap "Save"
Once saved, the information will be Sync'd with MRSware Sync, so you have access to the information wherever you're working.
A while back we posted an article on integrating MRSware File Share with Box, Dropbox, Google Drive and others. In that article, we talked about setting up the sync app for those various file sharing services to use a folder within the My MRSware Files folder on your computer, and this anything placed in that folder in MRSware would be synchronized with your online service account, and from there with your various devices that are also connected to that service.
Today, I just want to point out another way to sync the entire My MRSware File folder structure and files with Google Drive specifically, and point out one of the great reasons to do this: use Google Docs, Google Sheets, and other Google Apps directly with your company files stored in MRSware.
Move the My MRSware Files folder to Google Drive
In the Preferences section of MRSware, Users can move the My MRSware Files folder to anywhere they like. The My MRSware Files folder is where MRSware places copies of the File Share files you are working on your computer's hard drive. Moving the entire folder to your Google Drive folder will put all future contents you are working on directly into Google Drive.
You will find technical documentation, MRSware instructions, release notes, and general content to help MRSware users through their day on this page.