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MRSweb - Lesson 4.3 - Create a New Contact

9/14/2019

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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 company or individual

Desktop Options

In the examples shown, we will add new individuals.

There are 2 different types of new individuals:
1 - a new individual at an existing company
2 - a new individual not associated with an existing company 

In Option 1 we will add a new individual to an existing company.

Option 1:
1. Click or tap "Contacts -> Companies" from either the Menu bar or "Companies" from the Menu list

Picture

2. Scroll to select or Search for a company in your database 
​
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3. Click or tap the selected company to open a Review Company form 
​4. Click or tap the "Individuals" tab 
5. Click or tap "New Individuals" 
​​
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6. Fill out the "New Individuals" form

* Note there are 2 tabs:
- General - the form opens in the General tab; this page contains the basic information about the person
- Categories - displays attributes assigned by you to aid in keyword searches 

7.  Click or tap the "Categories" tab to select

8.  When the form is complete, click or tap "Save"
​
Picture
 
Once saved, the Review Individual record opens.

​* Note there are now 4 tabs :
- General - the form opens in the General tab; this page contains the basic information about the person
- Categories - displays attributes assigned by you to aid in keyword searches 
- Additional - displays extra information that doesn't fit elsewhere
- Activity - displays all touchpoints with the person

9. Click or tap the other tabs to add more information.

There is also a Notes field where you can add important information about the person.

10. When the record is complete, click or tap "Save".


​
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In Options 2 & 3 we will add a new individual, not associated with an existing company.

​Option 2:

​1. Click or tap "Contacts -> Individuals" on the Menu bar, or "Individuals" from the Menu list

Picture

2. Click or tap the large "+" icon in the lower right corner of the page (screenshot below)
3. Fill out the "New Individuals" form.
4. Click or tap on each tab to add more information.
​5. When the form is complete, click or tap "Save".
​
Picture

​Option 3:
​1. Click or tap "Contacts -> Individuals" on the Menu bar, or "Individuals" from the Menu list
2. Click or tap the "3 dots" icon on the Menu bar
​
Picture

3. Click or tap "New Individuals" on the slidebar
4. Fill out the "New Individuals" form.
5. Click or tap on each tab to add more information.
​6. When the form is complete, click or tap "Save".
​
Picture

Mobile Options:
​​



Option 1:

​1. From the Home page, tap "Contacts -> Individuals"
(screenshot on the left)
​
OR

1. From the Tab bar (bottom of the page, tap the "Individuals" icon.
(screenshot on the right)

​
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2. Tap the "Plus" icon (lower right corner) to open the New Individuals form.


​



​
3. Fill out the form.

4. When complete, tap the "checkmark" icon (top menu bar) to Save.



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​
Option 2:

To add more than 1 individual or multiple branches of a company:

1. Complete the New Individual form

2. Tap the "3 dots" icon (top menu bar)
​





​A slidebar opens

3. Tap "Save and New"

This will save the current contact and open a New Individuals form

4. Fill out the new form

Repeat steps 2 and 3 to continue to add new individuals

​
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​When finished 

5. Tap the "checkmark" to save the new contact  
(screenshot on the left)
​
Or

5. Tap "Save" on the slidebar menu
(screenshot on the right)
​

​Option 3:

To add a new contact from a Review Individual form:


1. Tap on the "3 dots" icon (top menu bar) on the "Review Company" record

A slidebar opens

2. Tap "New Individuals"

3. Fill out the form

When finished

4. Tap the "checkmark" icon to Save
​
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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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