MRSware Sales and Commissions
  • MRSware
    • About
  • Sales & Commissions
    • Sales Reps
    • Manufacturers
  • CRM
  • Blog
  • Pricing
  • Support
    • Training >
      • Training Classes - MRSweb
      • Training Classes - MRSware >
        • Lesson 1 - MRSware Home Page
        • Lesson 2 - CRM - Companies/Contacts
        • Lesson 3 - CRM - Calendar
        • Lesson 4 - CRM - Journals
        • Lesson 5 - CRM - Tasks
        • Lesson 6 - CRM - Projects
        • Lesson 7 - MREPS - Customers
    • Documentation
    • Integrations
    • Admins
    • Live Service Status
  • Login
  • Free Trial

Track New Business Guidelines

5/17/2020

0 Comments

 
Picture

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.
​

Picture
Picture
0 Comments

Adding Events to your Google/phone/tablet Calendars

9/16/2019

0 Comments

 
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.
0 Comments

MRSware Sync User: Set Up Your Google Account

4/8/2019

0 Comments

 
Picture

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.


Read More
0 Comments
<<Previous

    Documentation

    ​You will find technical documentation, MRSware instructions, release notes, and general content to help MRSware users through their day on this page.

    Please use the Categories below to find documentation for each area in MRSware.

    ​You may also use the Search field above to look for specific topics. To get a more precise list of articles for a particular menu option, for example, use quotation marks around the text in the Search box, e.g. "bulk assign sales rep".

    Categories

    All
    1
    Android
    Appointments
    Auto-Complete
    Batch Edit/Bulk Update
    Categories
    Contacts
    Customers
    Data Analysis
    Duplicate Removal
    Education Module
    Email
    Email/Spam
    Email Templates
    File Share
    Google
    Hidden
    IMAP
    Installation
    Journals
    Master List
    Microsoft Office
    Mobile
    (MREPS)
    MRSweb
    New MRSware Users
    Outlook
    Payments
    Projects
    Reports/data Analysis
    RSS Reader
    Sales Force Automation (SFA)
    Search / Filter / Sort
    Sync
    Tables / Listings
    Troubleshooting
    Types
    User Manuals
    Video

    Archives

    November 2022
    September 2022
    June 2022
    March 2022
    February 2022
    January 2022
    December 2021
    May 2021
    October 2020
    September 2020
    July 2020
    June 2020
    May 2020
    September 2019
    April 2019
    September 2018
    January 2018
    August 2017
    February 2017
    January 2017
    December 2016
    September 2016
    July 2016
    June 2016
    May 2016
    February 2016
    January 2016
    December 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014
    October 2014
    July 2014
    June 2014
    February 2014
    October 2013
    September 2013
    July 2013
    May 2013
    April 2013
    March 2013
    February 2013
    November 2012
    September 2012
    July 2012
    June 2012
    May 2012
    April 2012
    December 2011
    November 2011
    October 2011
    September 2011
    August 2011
    May 2011
    April 2011
    March 2011
    December 2010
    September 2010
    July 2010
    May 2010
    April 2010
    February 2010
    January 2010
    December 2009
    November 2009
    October 2009
    July 2009
    June 2009
    May 2009
    April 2009
    March 2009
    February 2009
    January 2009
    October 2008
    September 2008
    August 2008
    July 2008
    June 2008
    May 2008
    April 2007
    September 2006
    August 2006
    July 2006
    June 2006
    May 2006

    RSS Feed

Home | Sales and Commissions | CRM | Blog |​ Pricing | Training | Support | Log In | Free Trial 
sales@MRSware.com     (866)795-8386 x1
Copyright (c) 2002-2023 EYOND, Inc
.
MRSware is an EYOND, Inc. Integrated Solution
made in Austin, TX  USA