MRSware CRM Sales Commissions
  • Home / Links
    • MRSweb Login
    • MRSware Sync
    • Webmail
    • Spam Filter Portal
    • LinkedIn: EYOND, Inc.
    • Twitter: @eyondinc
    • About
    • FAQs
  • Sales & Commissions
    • Sales Reps
    • Manufacturers
  • CRM
  • Integrations
  • 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
    • Admins
    • Live Service Status

MRSweb - Lesson 2.7 - Sidebars

7/28/2020

0 Comments

 
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.

Picture
Picture

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.
0 Comments



Leave a Reply.

    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
    MRSweb

    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