MRSweb

MRSweb - Lesson 2.7 - Sidebars

7/28/2020

Lesson 2

Chapter 7 - Sidebars

The Sidebar is available throughout MRSweb, on the Contacts, Activity, Sales, and Administration pages. None of the Home pages have a Sidebar.

The Sidebars provide pre-filtered page view options, a calendar, data view styles, and the tab bar.

To turn on the Sidebar, go to "Settings -> Sidebar"
! In Settings, check "Landscape" to make sure the Sidebar appears in your pages.

All pages, except the Manufacturers page in the Contacts menu, display a monthly calendar.

All pages display available data view styles and the tab bar.

Each sidebar will display different pre-filtered page view options depending on the page selected.

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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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MRSweb - Lesson 2.7 - Sidebars

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