MRSware CRM Sales Commissions
  • Home / Links
    • MRSweb Login
    • MRSware Sync
    • Webmail
    • Spam Filter Portal
    • LinkedIn: EYOND, Inc.
    • Twitter: @eyondinc
    • About
    • FAQs
  • Sales & Commissions
  • CRM
  • Blog
  • Pricing
  • Try It
  • Support
    • 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
    • Training Classes - MRSweb
    • Documentation
    • Integrations
    • Admins
    • Live Service Status

Are you experiencing a delay receiving emails on Android devices?

8/28/2017

0 Comments

 
I was noticing delays in retrieving emails, even when my email app on my Android phone was set to grab them every 15 minutes.  Turns out there is a feature in newer versions of Android that will "optimize" your battery by restricting programs' ability to use the data connection in the background.  Basically, despite telling your email app to fetch new messages every X minutes, the device is not allowing it to do just that.

There are 2 settings of interest around this, the Battery Saver mode and the Battery Optimization settings.

Battery Saver is something that the user can activate manually to reduce battery consumption when needed, and also automatically activates when the battery is at a critical level, perhaps 10%, 5%, or another preset level.  Battery Saver, among other things, will turn off the background data of most apps.

Battery Optimization is a separate setting that the device automatically turns on for some (most?) apps.  It applies the same background data restrictions as Battery Saver mode, but is active all the time, regardless of how much battery is available!  To review the list of apps that are being "optimize", and to disable this feature for your email app, click on the Battery Optimization selection in the Battery Saver menu.


Read More
0 Comments

Using the News panel for RSS feeds on the MRSware Home page

2/20/2017

0 Comments

 
Picture
The Home page of MRSware has a panel labeled "News".  By default it shows our 3 MRSware blogs with the latest information and updates about what is going on in the MRSware world.  However, this panel is actually a full RSS Reader and can be used to keep track of your favorite news feeds from around the web.

Here is how:
​1. Click the word "News" in the panel header and you will get the configuration screen, where you can add new feeds and change existing ones.

Read More
0 Comments

Use Google Apps with MRSware File Share

2/17/2017

0 Comments

 
A while back we posted an article on integrating MRSware File Share with Box, Dropbox, Google Drive and others.  In that article, we talked about setting up the sync app for those various file sharing services to use a folder within the My MRSware Files folder on your computer, and this anything placed in that folder in MRSware would be synchronized with your online service account, and from there with your various devices that are also connected to that service.

Today, I just want to point out another way to sync the entire My MRSware File folder structure and files with Google Drive specifically, and point out one of the great reasons to do this: use Google Docs, Google Sheets, and other Google Apps directly with your company files stored in MRSware.

Move the My MRSware Files folder to Google Drive

In the Preferences section of MRSware, Users can move the My MRSware Files folder to anywhere they like.  The My MRSware Files folder is where MRSware places copies of the File Share files you are working on your computer's hard drive.  Moving the entire folder to your Google Drive folder will put all future contents you are working on directly into Google Drive.
​

Read More
0 Comments

Always Check Spelling before Sending an Email

1/4/2017

0 Comments

 
MRSware email can be set to automatically check the spelling in a message before sending it.  To enable this option, select the Tools menu and Always Check Spelling before Sending when creating a new email.  The option will remain enabled until unchecked by the User.
Picture
0 Comments

Download MRSware

1/2/2017

2 Comments

 
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.

​
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.

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

2 Comments

Navigating MRSweb: How To Get Around

12/7/2016

0 Comments

 
There are 3 main navigation elements in MRSweb:
1.  The Home page icon, shown in the green circle above.  

​Click here to return to the main application page from anywhere in the app.
​
2.  The drop-down Navigation menu, shown in the red circle above.  

​Click this down-arrow icon to get the shortcuts menu, allowing for quick navigation to any of the main functional areas of the app.
3. The web browser's Back button.  

​Go directly to the previous page by clicking the Back button.  If in a mode where the web browser's button bar is not showing, sometimes scrolling down or right-clicking in the background of the page will preset the "Back" option (depends on browser and OS).
​
Picture
Picture
Picture
0 Comments

Bulk Update Companies' Categories from the Customers Listing

9/22/2016

0 Comments

 
​Users can set up companies' categories from the Customers table. (Steps 1 - 5)

You can take this one step further and set up contacts' categories from the results of the companies' category.  (Steps 6 - 10)

One of the more common usages for this two step process is for setting up contacts to sync with mobile devices using MRSware Sync*.  

​

Here's how:

1. Click on Customers in the Shortcuts panel or on the Shortcuts toolbar
2. Right-click on a name in the Sales Rep Column and select Filter -> By Selection
Picture

Read More
0 Comments

Video - How to Send Out Bulk E mails

7/22/2016

0 Comments

 
"The CAN-SPAM Act establishes requirements for commercial messages, gives recipients the right to have you stop emailing them, and spells out tough penalties for violations."  These are rules that all commercial emailers have to follow, which includes you if you are sending out bulk emails.


https://www.ftc.gov/tips-advice/business-center/guidance/can-spam-a...
0 Comments

Student Number

6/13/2016

0 Comments

 
The Student Number is a field available on the Student record (Add/Edit Student dialog).  The field is free-form in that any characters (letters, numbers, combinations of those) can be used, following any format that is desired and useful to your company.


The Student Number appears in a couple of places in MRSware for easy reference:
  • The Add/Edit Student dialog is where the Student Number is entered and updated.
  • The Student tab on an individual Class shows the Number and Name of the Students.
Q & A:
2. In Student Class Record there is a field for student number.  Where does that number come from?

This field isn't used for anything in MRSware itself, it is just a field that is there for your internal use.  For example, you could enter something like "Non-Member" or "Member" to be able to quickly see in the Edit Class dialog which of the Students were which...  In other words, feel free to use the Student Number field for anything that you like to immediately see next to the Students' Names in a Class and Student Listing.


3. Does mrsware generate a unique customer number for each contact record?  Is it currently hidden? Could it be visible?  Could it then be applied to their"student number" for any class and follow them through their life with MRERF?

MRSware does not auto-generate a Student Number.  You would enter the desired designator (doesn't have to be just a number) when creating the Student's entry in the system.

We will use the student number as a study group number.

0 Comments

Member vs. Non-Member Tuition

6/13/2016

0 Comments

 
We have 2 Tuition fields available in MRSware.  The first is on the Class, and the second is on the Course Term.  These 2 fields can be used in various ways, and, as always, should be discussed to make sure they are used consistently.
In MRERF's usage, we have 2 different Tuition amounts that apply to students.  The first is a "Member" Tuition, the second is a "Non-Member" Tuition.  A Student Category has been created to designate a particular student as Member or Non-Member by checking the appropriate box.
The decided on usage in order to get the proper Student Tuition amount for the Class Master List report, is to use the Class Tuition as the Member tuition amount; and the Course Term Tuition for the Non-Member tuition amount.
I.e. when "Member" is the checked student category, the report will show that the student is liable for the Class' listed Tuition amount; when the "Non-Member category is checked, the report will show the Course Term's listed Tuition amount.
In the absence of a checked category, which will be the case for all existing entries prior to this usage being decided on, the Student will be considered a "Member".
0 Comments
<<Previous
Forward>>

    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
    Appointments
    Auto-Complete
    Categories
    Data Analysis
    Duplicate Removal
    Education Module
    Email
    Email/Spam
    Email Templates
    File Share
    Google
    Installation
    Master List
    Microsoft Office
    Mobile
    (MREPS)
    New MRSware Users
    Outlook
    Projects
    Reports/data Analysis
    RSS Reader
    Sales Force Automation (SFA)
    Search / Filter / Sort
    Sync
    Tables / Listings
    Troubleshooting
    User Manuals
    Video

    Archives

    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

sales@MRSware.com     (866)795-8386 x1   ​
Copyright (c) 2002-2021 EYOND, Inc
.
MRSware is an EYOND, Inc. Integrated Solution
Austin, TX  USA