MRSweb - Lesson 6.1 - Journals' Sidebar

Lesson 6

Chapter 1 - Journals' 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 Journals' Sidebar provides a calendar, page view options, an Open Date, and more.  
​
Desktop view (below) shows the Sidebar on the left side of your screen.​

Click or tap "Journals" on the Menu bar to access the Sidebar.

​Desktop view - Journals' 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​

 
- Open Date - the date when the journal was initially         entered into the system
  - click or tap on the down arrow next to Open Date 
     to view your options:
       - Due Date - when the activity is to be completed
       - Created On - when the journal was started
       - Last Modified - when the journal was last edited
       - Today - move to today's date
  - click or tap on your preference
​  - a checkmark will appear next to your selection
​​
      
- Journals Type and Access Level - the list of journals    on display
  - Journals - all journals you have access to
  - My Journals - only the journals you've entered
  - Public Journals - all your journals with Public access
  - Shared Journals - all your journals with Shared              access
  - Private Journals - all your journals with Private                access
 

 - Data views - the format in which you view your 
   journals
  - Grid - spreadsheet format - column headers with
     rows below; scroll up and down to view next 
     journal
  - List - block format - information is contained
     in a single block; scroll up and down to view next
     journal
  - Cards - file card format - information is 
     contained in a file card block; scroll left, right, up,
      and down to view next journal
  - Charts - displays information in chart form
​  - Calendar - displays journals 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
     - Customers
     - Accounts
     - Projects
     - Activity
     - Apps (more options)
     - Settings

Mobile view (right and below) shows the Sidebar in a drop down menu under Journals

​Click or tap the Drop down arrow next to Journals to open and access the Sidebar.

​ 
 Mobile View - Journals Sidebar
Starting at the top:

i - Notice there is no Sidebar calendar in the             mobile view.


​- Journals Type and Access Level - the list of           journals on display
  - Journals - all journals you have access to
  - My Journals - only the journals you've entered
  - Public Journals - all your journals with Public         access
  - Shared Journals - all your journals with                  Shared access
  - Private Journals - all your journals with Private        access

​- Data views - the format in which you view your 
   journals
  - Grid - spreadsheet format - column headers        with rows below; scroll up and down to view        next journal
  - List - block format - information is contained
     in a single block; scroll up and down to view       next journal
  - Cards - file card format - information is 
     contained in a file card block; scroll left,              right, up, and down to view next journal
  - Charts - displays information in chart form
​  - Calendar - displays projects in your calendar          by day, week, month, year, or in an agenda          format       

- 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 journals, for filtering, sorting, grouping, etc

- Inline Editing - provides editing in a specific field without having to click or tap "edit"

- Refresh - refreshes your screen
​