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MRSweb - Lesson 4.3 - Create a New Contact

9/15/2019

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Lesson 4

Chapter 3 - Create a New Contact 


Here's how to add a new company or individual:

i - As in the MRSware desktop client there is more than 1 way to add a new contact
​
​​Desktop options

Picture

Option 1:
​

1 - Click or tap on "Contacts" on the Menu bar or Menu list

Picture

2 - Click or tap on the "Plus" sign on the bottom right of the page to open a New Contact form

​

Picture


3 - The New Contact form opens

​4 - Fill out the form

5 - When finished, click or tap "Save"

​

Picture

Option 2:

1 - Click or tap on the "3 dots" on the right of the Menu bar

​​

Picture

2 - Click or tap on "New Contacts" when the slidebar on the right opens to open the New Contact Form

3 - The New Contact form opens.

4 - Fill out the form

​5 - When finished, click or tap "Save"

​​


Mobile Options:
​

Picture


Option 1:

​1 - Tap on "Contacts" on the Menu bar or from the Tab bar (bottom of the page)

​

Picture


​2 - Tap on the "Plus" sign next to Companies to open a New Contact form.



​

Picture
"

3 - Fill out the form

4 - When finished, tap the "checkmark" on the Menu bar (top of the page) to save the new contact
​

Picture

Option 2:

When adding a new company with multiple branches or adding a list of contacts:

After completing the first New Contact form

Instead of tapping the "checkmark" to save the new contact
​

1 - Tap the 3 dots to the far top right of the Menu bar on the New Contact form.
​

Picture

​2 - Tap "Save and New" to save the just completed new contact and open a New Contact form.

3 - Fill out the form

4 - Tap the 3 dots to the far top right of the Menu bar on the New Contact form.

Repeat steps 2 and 3

Continue to add new companies or contacts 

When finished 

5 - Tap the "checkmark" to save the new contact  

Or

5 - Tap "Save" on the slidebar menu



Picture


​Option 3:

When adding a new contact from a Review Company form:


1 - Tap on the 3 dots on the Menu bar on the Review Company form




Picture


​2 - Tap on "New Contacts"

3 - Fill out the New Contact form

When finished

4 - Tap the "checkmark" to save the new contact

​​Or

4 - Tap "Save" on the slidebar menu

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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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