Lesson 5
Chapter 1 - Appointments' Sidebar
In Lesson 2.4 Settings, we learned about customizing your MRSweb with the use of Settings. The Sidebar setting is not available on the Home page, but is available in all other areas of MRSweb.
! In Settings, check "Landscape" to make sure the Sidebar appears in your pages.
The Appointments Sidebar provides a calendar, page view options, a Start Date, and more.
Desktop view (below) shows the Sidebar on the left side of your screen.
Click or tap "Appointments" on the Menu bar to access the Sidebar.
Chapter 1 - Appointments' Sidebar
In Lesson 2.4 Settings, we learned about customizing your MRSweb with the use of Settings. The Sidebar setting is not available on the Home page, but is available in all other areas of MRSweb.
! In Settings, check "Landscape" to make sure the Sidebar appears in your pages.
The Appointments Sidebar provides a calendar, page view options, a Start Date, and more.
Desktop view (below) shows the Sidebar on the left side of your screen.
Click or tap "Appointments" on the Menu bar to access the Sidebar.
| Desktop view - Appointments' Sidebar Starting at the top: - Hamburger icon to the left of MRSware CRM - click or tap on the icon to minimize the Sidebar - click or tap on the icon to maximize the Sidebar - Monthly calendar - click or tap on the arrows to move the month back or forward - note the current day is highlighted |  |  |
| - Start Date - the Start date is on display only in Calendar view - click or tap on the down arrow next to Start Date to view the day, month, and year - Data views - the format in which you view your projects - Grid - spreadsheet format - column headers with rows below; scroll up and down to view next project - List - block format - information is contained in a single block; scroll up and down to view next project - Cards - file card format - information is contained in a file card block; scroll left, right, up, and down to view next project - Charts - displays information in chart form - Calendar - displays projects in your calendar by day, week, month, year, or in an agenda format - Tab bar - menu bar buttons - Click or tap on any of the icons to take you to (left to right): - Contacts - Projects - Activity - More Options - Settings |   |
Mobile view (below)
In the mobile view, the Sidebar displays in a menu that pops up from the bottom of the screen.
Click or tap the Drop down arrow next to Appointments to open and access the Sidebar.
In the screenshots below, the Sidebar options change depending on which Data view you choose.
Grid View Calendar View
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| Mobile View - Appointments' Sidebar Starting at the top: i - Notice there is no Sidebar calendar in the mobile view. These options are available in all Data views: - Data views - the format in which you view your appointments - Grid - spreadsheet format - column headers with rows below; scroll up and down to view next appointment - List - block format - information is contained in a single block; scroll up and down to view next appointment - Cards - file card format - information is contained in a file card block; scroll left, right, up, and down to view next appointment - Charts - displays information in chart form - Calendar - displays appointments in your calendar by day, week, month, year, or in an agenda format - Refresh - refreshes your screen These options are available in all but the Calendar view: - Fit to Width - this setting changes the width of your columns; when checked you can view more column headers - Multi Selection - allows you to multi-select appointments, for filtering, sorting, grouping, etc - Inline Editing - provides editing in a specific field without having to click or tap "edit" |  |
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