Track New Business Guidelines

5/17/2020

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.

Here's how:

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.

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Adding Events to your Google/phone/tablet Calendars

9/16/2019

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When you add your events to your calendar from your mobile devices or Google website, you have the option to select which calendar it goes into. The 2 calendars from Google that we are sync'ing with MRSware are your personal one (usually just shows your gmail email address as the name) and your "Myname's MRSware Appointments" calendar.

When you add something on your phone/Google, if you put it in your "Myname's MRSware Appointment" calendar, the default is "Business". If you put it in your private Google calendar, it will default to "Private" in MRSware. You can adjust these defaults by going to the "Go To" -> "MRSware Sync" -> "Edit Subscription" menu in MRSware.

A Private Appointment can only be see by its creator, and anyone directly invited to it via the Attendees tab. A Business Appointment can be seen by anyone in the User's Management chain, as defined in the System Administration Roles and Filters.

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MRSware Sync User: Set Up Your Google Account

4/8/2019

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MRSware Sync provides Users with the ability to synchronize MRSware and Google Calendars so your Appointments appear in both places. Any changes made in either calendar will be updated in the other.

The multi-calendar synchronization allows you to keep in-sync both your personal calendar in Google as well as your Shared calendar in MRSware. Although you may want to show your dentist appointment in your work calendar, you probably don't want the details shared with others in your office. MRSware Sync will keep your private and shared appointments separate so only you can see your personal appointments, while blocking out the time in your MRSware shared calendar.

You have the option to sync or not sync each of the calendars in your Google account. If you choose to sync multiple Google calendars, you'll use your Sync Subscription settings to choose a color for your Google Private/Personal Events and a color for your Google Business Events. These colors will indicate in which of your Google calendars the appointment fits (Personal or Business). When you set up an appointment on your mobile device, you'll select the color that indicates a personal or business appointment; the appointment will sync in MRSware as either a personal type (not shared) or business type (shared). When you set up an appointment in MRSware you'll select the Type - Personal or Business; the appointment will sync in your Google calendar with the color that indicates it's either a personal or business appointment.

To set up your Sync Subscription you can either go to https://sync.mrsware.net/ to set up your account or contact your office administrator if you are not sure what your login information is.

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Track New Business Guidelines

Adding Events to your Google/phone/tablet Calendars

MRSware Sync User: Set Up Your Google Account

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