In addition to tracking the new rules, regulations, and guidelines being put in place during the Phased re-openings of business, you will want to track any individual preferences that will make it easier for you, and your customer, to do business together. 

Although there are different kinds of preferences in MRSware - email preferences, table column view preferences, data view style preferences, and more - the preferences referred to in "Part 2 of the CRM in the Pandemic Era" series "Tracking Customer Preferences" is all about capturing and tracking your customers' preferences for communicating and doing business with you.

One way to enter the information is in the Contact's Additional tab.

Here's how:

In MRSware -
1. Open a Contact card
2. On the menu bar, click on "Additional -> New"
3. Enter a title in the "Description" field, e.g. "preferred method of contact" or "communication preference"
4. Enter information in the "Value" field, e.g. "no in-person meetings, e-mail, or Zoom only"
5. Click "Ok"

You can set up as many Additional fields as you like.  Additional fields are searchable.

In MRSweb -
The Additional tab feature is in development

On your phone -
1. Tap on Contacts
2. Select a Contact
3. Tap "Edit"
4. Tap "Notes"
​5. Enter the new communication preference in the contact's company
6. Tap "Save"

On your phone, once saved, the information will be Sync'd with MRSware Sync, so you have access to the information wherever you're working. ​

Access the Demo Installation with Sample Data

MRSware Desktop

In order to install MRSware click on the Try It link here or at the top of the MRSware.com menu bar and fill out the form.  The page you are brought to has the 1-2-3 Steps download links to install the Microsoft .Net Framework and the MRSware Desktop software.  At the same time you will be mailed the Demo Installation Keys to use -- be sure to keep an eye on the email address you entered in the form; if you don't see the email, be sure to check your Spam folder as well.

MRSweb (in the browser)

​To access the web browser version, MRSweb, from desktop, phone or tablet, go to https://web.MRSware.net/ and click Login and then Sign-Up Now.  Please use your work email address to sign-up.  You will be sent an email to confirm your accounts, after clicking that you will have access to the Demo Installation and sample data.

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New MRSware Users with Company's Installation

To install the MRSware Desktop software on a new computer, follow the MRSware Desktop instructions above.  In step 3, instead of entering the Demo Installation keys, enter your company-specific keys that were emailed to you and can also be found in the Welcome to MRSware letter.  If you access to a computer with MRSware already installed, and are installing on a new computer, you can find your keys under the "Help" menu's "Installation Settings".

To access your company's data via MRSweb, either follow-up the steps above to create your MRSweb account, or simply login if you have already done so.  Once you are signed-up with your own MRSware installation, and use your work email to login to MRSweb, you will automatically be directed to your company's data.

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If you need technical assistance please contact support@mrsware.com.

Lately we have been getting a lot of questions about the passwords in MRSware.  There are three different places where passwords are used in MRSware.

1. MRSware Desktop login – this is the main password that allows you to login and access your MRSware information – companies, contacts, activities, sales history, files, etc.
2. MRSware Mailbox – if you use MRSware as your e-mail provider you will have a separate mailbox password
3. MRSweb login – this is a third and separate password for access to the mobile version of MRSware via a web browser.  You can use your web browser (Chrome, Safari, Foxfire,etc.) to access MRSweb on your desktop, laptop, smartphone, or tablet – companies, contacts, activities.

You can use the same password for all three, but we don’t recommend doing so.  For security reasons we suggest you set separate passwords for all three.  But if you do use the same password, try to use a core password and add a couple of characters to it.

Ever have several windows open in MRSware, click on one to close and actually close MRSware by accident?  

One of our customers sent us an enhancement request asking for a pop-up that asks if you really want to exit MRSware.

Our development team solved the issue with a "Close Application" pop-up.

Throughout MRSware you have the ability to type a company or contact name into a variety of Contact fields: Company cards, Contact cards, Contact selectors in Journals, Projects, Appointments, Tasks, Opportunities, Campaigns, Invoices, E-mail To fields, as well as the Contact Selector fields you use to link companies and contacts to Journals, Appointments, Projects, etc., and Search fields  All these fields not only offer Auto Complete options, but also offer a text control with context sensitive hints. 
​
What this means is that if you type in part of a name and click on the Tab or Enter key, the system will finish filling out the name for you (Auto Complete).  However, when there is more than one match or if there is no match in the system for the name you typed in, then you will see a squiggly colored line under the name (Text control with context sensitive hints).
Below are examples of text control with context sensitive hints and how to use these hints.

​These are the step-by-step instructions for setting up an IMAP account to get your MRSware email on your iPhone.

All Plus Package Users have always had the ability to access their MRSware Mailboxes via POP3 or IMAP from any mobile device, mail client software, or webmail website.  In each of those case, the User needs to do a one-time setup of their specific email settings for their mailbox.  While this is not a big deal, it does require the User to take some action to setup access to their mailbox ahead of time.

With the introduction of our own webmail website, we have done the setup for each User's company already.  What this means is that each User only need to know their Email Address and Email Password in order to login and access their mailbox.  Now, if your computer is lost, if you get a new computer, or if you have the need to access email from someone else's computer, the setup is done for you and all you need do is login.

​A brief on what each of those Shortcuts leads to and what each of those screens are used for...

​When getting started in MRSware you will want everyone in your company to be consistent in how they use MRSware so it will be easier to find specific groups or segments of your companies, contacts, journals, appointments, tasks etc.  You do this by creating attributes, such as System types, various other types, categories, close reasons, sales phases, labels, etc and assigning these attributes to your Companies, Contacts, Appointments, Journals, Tasks, Expense Reports, Files in File Share and Opportunities in Opportunity Tracking.  Once these attributes are created and assigned, everyone needs to know how to make the appropriate selections.  This brings consistency and order to your system.