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MRSweb - Lesson 2.3 Navigation Icons

8/20/2019

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Lesson 2

​Chapter 3 Navigation Icons


Many of the icons in MRSweb show the name above, below, or next to the icon.

i Terminology for these symbols varies - icons, buttons, tools - you may see the symbol called any of these terms throughout the lessons.
​
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Other icons in MRSweb may need an explanation.

Here are some examples:

Hamburger button
​

Three horizontal lines, one on top of another, is known as a Hamburger button.
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On a desktop computer, click or tap the "Hamburger" button.  A toolbar slides out from the left side of the screen.  In addition to the page icons, you can click or tap "More" to access the main menu list or "Settings" to access the app's settings.
​
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On a mobile device, tap the "Hamburger" button.  A toolbar slides out from the left side of the screen.  In addition to the main menu list, you can select your initial (at the top) to access your My Account page, or tap "Settings" to access the app's settings.
​
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​Initial icon

The initial icon is a circle with your initial in it.  It represents your Account name.   

On a desktop/laptop, click or tap your initial icon to go to the My Account menu.  Click or tap on "My Account" to access your settings.​
​ 
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​On a mobile device, tap the "Hamburger" button to access the initial icon.  Tap your initial to go the My Account menu.  Tap "My Account" to access your account settings.

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​​3 Dots button

Throughout MRSweb you will see 3 dots in a row (horizontal) or 3 dots, one on top of the other (vertical).  This button opens additional menu or toolbar options.

​Here are some examples:
In this example, in Companies, the 3 horizontal dots next to a company name provides access to "More" options.

i On a desktop computer, the icon is horizontal, on a mobile device, the icon is vertical.


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Tap or click the 3 dots and a pop up menu opens with more menu options.





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​Staying in Companies, click or tap  the 3 dots button on the top right side of the Menu bar.

i  Again, on a desktop the icon is horizontal, on a mobile device the icon is vertical.

A slide bar will open with additional menu options.



​

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New button

Throughout MRSweb you will see a large plus sign, usually found in the lower right side of the screen.  This button will open a new record or form in that page, e.g. New Companies form, New Appointment form, New Journal, etc.
​

Other icons you may see:​
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​There may be more icons that haven't been shown in this lesson, but they are usually self-explanatory.

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    MRSweb

    Online Training Lessons
    ​

    Lessons
    0 - Intro
    1 - Getting Started
    1.1 - Sign up 
    1.2 - Login 
    1.3 - Forgotten Password
    2 - Navigation
    2.1 - Add Shortcut to Home Screen
    2.2 - Menus & Toolbars
    ​2.3 - Icons
    2.4 - Settings
    ​2.5 - Notifications
    ​2.6 - Data View Styles
    ​
    2.7 - Sidebars
    ​2.8 - Sort, Filter
    2.9 - Reports
    ​
    3 - Home page
    ​
    3.1 - MRSware.com
    3.2 - MRSweb Training
    3.3 - Webmail
    3.4 - Sync
    3.5 - Status
    ​
    3.6 - New Menu

    4 - Contacts 
    ​4.1 - Contacts, Companies, Individuals
    ​4.2- Edit Contact
    4.3 - Create a New Contact
    ​
    4.4 - Sidebar
    ​4.5 - Tabs, Categories
    ​
    4.6 - Sort, Filter
    ​4.7 - Reports

    5 - Customers, Accounts
    5.1 - Edit Customer
    5.2 - Create a New Customer
    5.3 - Edit Account
    5.4 - Create a New Account
    5.5 - Sidebar
    5.6 - Sort, Filter
    ​8 - Appointments
    8.1 - Edit Appointment
    8.2 - Create a New Appointment
    8.3 - Sidebar
    8.4 - Tabs, Categories
    8.5 - Sort, Filter
    ​8.6 - Reports
    9 - Journals
    9.1 - Edit Journal
    9.2 - Create a New Journal
    9.3 - Sidebar
    9.4 - Tabs, Categories
    9.5 - Sort, Filter
    ​9.6 - Reports
    10 - Tasks
    10.1 - Edit Task
    10.2 - Create a New Task
    10.3 - Sidebar
    10.4 - Tabs, Categories
    10.5 - Sort, Filter
    ​10.6 - Reports
    ​
    11 - Projects
    11.1 - Edit Project
    11.2 - Create a New Project
    11.3 - Sidebar
    11.4 - Tabs, Categories
    11.5 - Sort, Filter
    ​11.6 - Reports
    ​​
    12 - Notes
    ​12.1 - Edit Notes
    12.2 - Create a New Note
    12.3 - Sidebar 
    13 - Orders
    13.1 - Edit Order
    13.2 - Create a New Order
    13.4 - Sidebar
    13.5 - Sort, Filter
    13.6 - Order Line Item
    13.7 - Edit Order Line Item
    13.8 - Create a New Order Line Item
    13.9 - Sidebar
    13.10 - Sort, Filter
    14 - Invoices
    14.1 - Edit Invoice
    14.2 - Create a New Invoice
    14.4 - Sidebar
    14.5 - Sort, Filter
    14.6 - Invoice Line Item
    14.7 - Edit Invoice Line Item
    14.8 - Create a New Invoice Line Item
    14.9 - Sidebar
    14.10 - Sort, Filter
    ​15 - Product Catalog
    15.1 - Edit Product
    15.2 - Create a New Product
    15.3 - Import Products
    15.4 - Sidebar
    15.5 - Sort, Filter
    17 - Payments
    17.1 - Edit Payment
    17.2 - Adjust/Partial Payment
    17.3 - Create a New Payment
    17.5 - Sidebar
    17.6 - Sort, Filter
    17.7 - Payment Line Item
    17.8 - Edit Payment Line Item
    17.9 - Create a New Payment Line Item
    17.10 - Sidebar
    17.11 - Sort, Filter


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