Category: New MRSware Users - MRSware CRM + Sales + Commissions

Download MRSware

1/2/2017

In order to install MRSware click on the following link and fill out the form to receive instructions:

Try It

Ask your System Administrator to provide you with your Internet Address and Installation Token keys. You will need these during the installation process.

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

MRSware Passwords

7/17/2015

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.

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.
MRSware Mailbox – if you use MRSware as your e-mail provider you will have a separate mailbox password
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.

Closing MRSware in Error

2/13/2015

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.

Company/Contact Name "Matches" (green) and 'Matches' (red) squiggly lines

4/23/2012

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.

iOS (iPhone, iPad, iPod Touch) Mail Client Setup for IMAP E-mail

8/18/2011

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

Android K-9 Mail Client Setup for IMAP Email

8/8/2011

The best way to access your MRSware Email from Android is to download the K-9 Mail Client from the Android Market and set it up to access your mailbox using IMAP. IMAP will keep your Android phone in-sync with your MRSware mailbox, so that both places have all the changes that you make in either one (mark as read, move to folder, etc.).

WebMail.MRSware.com Email Access

5/23/2011

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.

Shortcuts / Screen List Overview

7/30/2010

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

Creating & Assigning Types, Categories, & Other Attributes within MRSware

12/17/2009

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.

Relationship Management

3/26/2009

Relationship Management is essential to a successful enterprise in normal business times, however in a downturn, the established relationships that are flourishing and new ones just beginning become critical to the continued growth of your company. All of the information you need is in your Relationship Database.

Once you realize what the power of a Relationship Database can do for your company, and how and where to build one, (see “The Power of the “R” in CRM”) you need to harness the force of the information you’ve gathered. Using Report Explorer and Data Analysis along with the Search, sort and filter tools built into MRSware provides you, the user, with many avenues to travel for the information you need to succeed.