MRSware Documentation

Track Project Updates

7/22/2020

When you have 2 or more people working on a project, you want to have a central location for all activity that's taking place. Knowing how and where to report on project activities keeps everyone in the loop.

In MRSware, you can group appointments, reports, tasks, files, communications, and opportunities in a Project so all team members can update their activities and check on the results of others' activities as well as the overall status of the project and make sure the project's timeline is on target.

Here's how to give and/or get a project update:

In MRSware -
To get a project update:
1. Open a Project
2. Click on the "Activity" tab
3. Click on any of the activities to see what's going on

i You can see who added the activity by looking at the "Owned By" column on the right side of the table.

To give a project update:
1. Link your activity (appointment, journal, task, opportunity to the project by adding the name of the project in the Projects field at the bottom of the dialog
2. Save and close your activity dialog

In MRSweb -
To get a project update:
1. Open a Project
2. Tap on the "Activity" tab
3. Tap on any of the activities to see what's going on

To give a project update:
The Project linking field is in development

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Track Customer Preferences

6/3/2020

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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.

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Track New Business Guidelines

5/18/2020

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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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