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MRSweb - Lesson 8.3 - Appointments - Sidebar

10/24/2019

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Lesson 8

Chapter 3 - Appointments' Sidebar


In Lesson 2.4 Settings, we learned about customizing your MRSweb with the use of Settings.  In Lesson 2.7 Sidebar, we learned more about the Sidebar in MRSweb.  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.
​
Picture

​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​

Picture
Picture


 ​- 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
Picture
Picture


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
Picture
Picture


​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"
​
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
    ​
    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


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