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MRSweb - Lesson 2.4 - Settings

8/21/2019

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Lesson 2

Chapter 4 - Settings


Click or tap on the "Hamburger" button to navigate to Settings

Click or tap on "Settings" to access the Settings menus

​Desktop view
Mobile view​
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​The Settings menu offers options on how you want the application to look and work.
 (e.g. click or tap on "Theme" to select a different color from the default color)

​i You can access Settings from every page in the MRSweb app.
​
The Home page Settings menu (image below) includes: Display Density, Theme, Transitions, Labels in Lists, Show System Buttons, Promote Actions, Smart Dates, and Initial List Mode.

The Settings menu on all other pages, in desktop view, includes one additional setting: Sidebar. 

i  There is no Sidebar in the mobile view.
​​
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​
​Let's review each option to see how you can customize your view.

​Display Density -
The Display Density changes the size of your display resolution.

There are 4 options:
- Tiny
- Condensed
- Compact (default)
- Comfortable

Click or tap on each one to select your preference.
​
A check mark will show which option you have chosen.

​Seen below, left to right:
​Compact - Comfortable - Condensed - Tiny
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Theme -
The Theme changes the interface colors of MRSweb.

The first 2 options select the Menu list background color:  
- Dark
- Light (default)

There are many options for the accent color:
- Aquarium (selected)
- Azure
- Belltown
- Berry
- Bittersweet
​- Cay
And so on...

Click or tap on each one to select your preference.

​A check mark will show which option you have chosen.

​


Transitions -
Transitions is how the app moves between pages.
​
There are 2 options:
- None
​- Slide (default)

​Click or tap on each one to choose your preference.

A check mark will show which option you have chosen. 
​
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Labels in List -
Labels in List provides the location of the field titles
​There are 2 options:
- Displayed Above
- Displayed Below (default)

Click or tap on each one to choose your preference.

When you select a different option, a pop-up asks if you want to Reload? 

Click or tap "Ok" for yes, or "Cancel" for no.

​A check mark will show which option you have chosen. 
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​

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Promote Actions -
Promote Actions toggles action options on and off, e.g. the "Plus" sign (add new)

Promote Actions  tools do not appear on your screen when in Summary mode (see Initial List Mode below).

There are 2 options:
- Yes (default)
- No

Click or tap on each one to choose your preference.

A check mark will show which option you have chosen.
​
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​Smart Dates -

Smart Dates makes it easier to read and understand dates without a calendar.

There are 2 options:
- Yes (default)
- No


Click or tap on each one to choose your preference.

A check mark will show which option you have chosen.​
​
Initial List Mode -
Initial List Mode allows you to select a Summary view on all pages 

There are 2 options:
- See All (default)
- Summary

When in Summary mode, the Promote Actions tools do not appear on your screen.


Click or tap on each one to choose your preference.

A check mark will show which option you have chosen.


See All mode:​
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​Summary Mode:
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Sidebar - 
The Sidebar setting provides a calendar and page view options.  

The Sidebar setting is not available on the Home page.

It is available in Contacts, Projects, Appointments, Journals, Tasks, and Notes.

More on the Sidebar setting in future lessons.

Go ahead and click or tap on all of the menus to see how you can customize MRSweb.​
​
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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


    All
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