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MRSweb - Lesson 5.1 - Customers', Accounts' Sidebar

9/15/2019

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Lesson 5

​Chapter 1- Customers', Accounts' Sidebar


In Lesson 2.7 "Sidebars", we learned that Sidebars are available in all pages but the Home Page.

As in all sidebars, both the Customers' and the Accounts' sidebar provide:
  • a mini-calendar with filter
  • pre-filtered page views
  • data view styles
  • tab bar​
​Customers Sidebar
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​Accounts Sidebar
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​The mini-calendar with filter is available on larger sized screens, such as your laptop or a larger tablet, but not on a cell phone.

You can use this feature to filter specific criteria with a specific date(s) simply by selecting your criteria and a day or a week.

Customers Mini calendar with filter                       Accounts Mini calendar with filter
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​Pre-filtered page views are provided on most pages.

Each page will offer different pre-filtered page views in the Sidebar.  ​​

Customers Pre-filtered Views                             Accounts Pre-filtered Views
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Data view styles are available on most pages.

Each page may offer different data view styles in the Sidebar.

Customers Data View Styles                              Accounts Data View Styles
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The tab bar displays icons; when tapped they navigate to other pages (e.g. Companies, Customers, Accounts, etc.)

Customers Tab bar                                        Accounts Tab bar
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​Mobile phones do not have a Sidebar. 

To access the Sidebar menus on a mobile phone:

Tap the down arrow next to the Page Name
​​

Picture
Mobile phone - Sidebar - Customers
Mobile phone - Sidebar - Accounts​
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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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