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MRSweb - Lesson 4.2 - Edit Contact

9/13/2019

0 Comments

 
Lesson 4

Chapter 2- Edit Company or Individual 


Here's how to edit a current company or individual:

i - As in the MRSware desktop client there is more than 1 way to edit a company or individual​​​​
​​Desktop options

​In the examples shown, we will edit the address of the company.
​

​Option 1:
1 - Click or tap a company in your database to open a Review Company form
2 - Click or tap the down arrow at the right of the Addresses box
3 - Click or tap "Edit"

Picture
4 - Click or tap in the address box (either on the work "Business" or next to it)
5 - Click or tap "Edit"

Change or add information to the form (we changed the information in "Street 1", "City", and "Zip")

6 - Click or tap "Save"
​
Picture
​Option 2:
1 - Click or tap the 3 dots icon to the right of a company in your database to open a Review Company form
2 - Click or tap "Select" to open a Review Company form
​(see screenshot below)

Picture
Either follow the steps as shown in Option 1, steps 2 - 6

​OR
​
3 - Click or tap the down arrow at the right of the Addresses box
​4 - Click or tap the 3 dots to the left of the address in the Addresses box
5 - Click or tap "Select"
6 - When the Review Contact Address form opens, click or tap "Edit"

Picture

Change or add information to the form (we changed the information in "Street 1", "City", and "Zip") 

7 - Click or tap "Save"
​
Picture

​Option 3:
1- Click or tap the circle to the left of a company in your database
2 - Click or tap the 3 dots on the Menu bar, to the right of your Account initial
(see the top screenshot below)

3 - Click or tap "Select" from the Slidebar menu to open a Review Company form
​(see the bottom screenshot below)

Picture
Picture
Either follow the steps as shown in Option 1, steps 2 - 6

OR

​Follow the steps as shown in Option 2, steps 3 - 7
Picture

Mobile options:​

In the examples shown, we will edit the address of the company.
​

Option 1:
​1 - Tap a company in your database to open a Review Company form 
2 - Scroll down to and tap on the down arrow to the right of the "Addresses" box
3 - Tap the 3 dots on the top right of the address you want to edit
(see screenshot below left)

4 - Tap "Select"
(see screenshot below middle)

5 - Tap the pencil icon to edit the form
(see screenshot below right)
​
Picture
Picture
Picture
​
​Change or add information to the form (we changed the information in "Street 1", "City", and "Zip") 

6 - Tap "Save" (the checkmark on the top Menu bar) to save the changes
(see the screenshot below left)

i  If the Shipping Address is the same as the Billing Address, you can delete the Shipping Address by tapping the 3 dots next to the address to delete; then tap "Delete"; then tap "Save" (the checkmark on the top Menu bar) to save the changes.
(see the screenshot below right that shows there is only 1 Address in the Company form)
​
Picture
Picture
Option 2:
1a - Scroll to a company in your database you want to edit
 OR 
1b - Use "Search" (the magnifying glass icon on the Menu bar) to find a company

2 - Tap the 3 dots on the top right of the company listing
3 - Tap "Select" from the Slidebar (it pops up from the bottom of the screen) to open a Review Company form
​
Follow the steps as shown in Option 1, steps 2 - 6
​
Picture
Picture
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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
    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 - Sidebar
    5.2 - Sort, Filter
    ​6 - Sales Reps
    ​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 - Orders
    ​
    12.3 - Sidebar
    13 - Invoices
    ​15 - Product Catalog
    15.1 - Edit Product
    15.2 - Create a New Product
    15.3 - Import Products
    15.4 - Sidebar
    15.5 - Sort, Filter
    ​
    16 - Import
    ​

    All
    Import
    MRSweb

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