MRSweb - Lesson 2.2 - Navigation Menus & Toolbars

Lesson 2

​Chapter 2 - Navigation Menus & Toolbars

Home page - desktop view                                                                                            ​Home page - mobile view

​When you login to MRSweb your Home page will open.

i Throughout these lessons, a page, dialog, setting, menu, or toolbar may look different depending on the device you're using.  When this occurs we may show screenshots of the different views.

The menus may appear differently depending on the device you are using or your permissions.  For instance, on a Desktop or laptop, the Home page shows 2 menu options - the Menu bar and the Menu list.  A mobile phone will only show the Menu list.  Sales reps will have fewer menu options due to permissions.  

Home page - desktop view - Sales reps' permissions​

​Menus
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There are 2 main types of Menus:
1 - Menu bar, across the top of the page (horizontal menu)
2 - Menu list, along the side of the page (vertical menu)

Depending on the size of your screen you may see one or both of these menus.
Regardless of the menu type displayed, the menu options remain the same.
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​The Menu bar and the Menu list include the same options:
The Home page is the first page you see when you login; access to all areas of the MRSware CRM app
Home -
    - MRSware.com - a link taking you to our website
    - MRSweb Training - a link taking you to MRSweb Lessons
    - Webmail - provides access to MRSware's email client
    - Sync - provides access to the MRSware Sync set up
    - Status - shows the status of MRSware's Services
New - 
    - New Company - opens a new company form
    - New Contact - opens a new contact form
    - New Journal - opens a new journal form
Contacts -
​    - Companies displays a list of companies and related information
    - Customers - displays sales numbers - a total of all manufacturers' sales 
    - Accounts - displays sales numbers - each manufacturers' sales shown separately
    - Individuals - displays a list of individual contacts and related information
Activity - Touch points for sales and marketing
    - Appointments - displays your calendar meetings
    - Journals - displays a list of call notes -details of sales or marketing activities
    - Projects - displays a list of your events, jobs, campaigns that are used by multiple reps 
Sales - Restricted access (permissions) to data entry, system administrators, management, and owners
Administration - Restricted access (permissions) to system administrators, management, and owners   
   
Click or tap on the name of a menu (e.g. Contacts) to move to that page.

To return Home, click or tap on "Home"

i You can access the menus on every page in MRSweb.

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Menu bar and Menu list - Desktop view (shown below)​

On a desktop or laptop computer and some tablets both the Menu bar and Menu list are displayed.  
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In the Desktop view, the Menu bar is always visible, allowing you to navigate to another area within the app by clicking or tapping on the name of another menu. 

​In the screenshot below notice the down arrows next to Home, Contacts, Activity, Sales, and Administration.  The down arrows indicate there are options listed below the Menu bar name.

Menu bar Options

The images below show the additional menu options below Home, New, Contacts, Activity, Sales, and Administration

​​Click or tap on the menu to view or access the menu options.

​​Menu List - Mobile device view (shown below)

On a cell phone the Menu list is the only menu displayed; there is no Menu bar.  The Menu list only appears on the Home page.

All of the menu options are displayed in the Menu list, e.g. the Contacts menu displays Companies, Customers, Accounts, Individuals, and Contact Categories.

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Tap or click a menu name to navigate to that page
 (e.g. tap "Customers" to move to the Customers page)

To move back to the Home page, tap "Home"

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Toolbars

Tab bar

The tab bar is a toolbar displaying icons.
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Tap or click on an icon to navigate to another page

There are 2 types of tab bars:
- Desktop tab bar appears at the bottom of every sidebar
- Mobile tab bar appears at the bottom of every page 

Tab bar​ - Desktop

Displays icons, a grid and a gear.  Tap on the icons to move directly to another page; tap on the grid to open a slide bar displaying additional icons; and tap on the gear to open a slide bar displaying Settings. 

Tab bar - Mobile

Displays icons and 3 dots.  Tap on the icons to move directly to another page; tap on the 3 dots to open a slide bar displaying additional icons.
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Slide menus and toolbars

There are many different types of slide menus and toolbars.  As their name suggests, they slide out from the side, slide up from the bottom of the screen or they pop up on the screen.   

Here are some examples:

Desktop - Home page, click or tap on the Hamburger icon.  A slide toolbar will open from the left side of the screen displaying menu icons, More grid, and Settings gear.

​​Mobile - Accounts page, tap on the 3 dots icon, top right of page.  A slide menu opens from the right side of the screen displaying action options.
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​Mobile - Accounts page, tap on the down arrow next to Accounts.  A slide menu opens from the bottom of the screen displaying View options.

Feel free to click or tap on the various menus or icons to see the wide variety of menus and toolbars.