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MRSweb - Lesson 9.1 - Edit Journal

11/7/2019

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Lesson 9

Chapter 1 - Edit Journal


Here's how to edit a current journal:

i - As in the MRSware desktop client there is more than 1 way to edit a journal​​

Desktop options
​


Option 1:

1 - Click or tap on a current journal to open a        Review Journals form

2 - The Review Journals form opens

​3 - Click or tap "Edit"



​


​
Picture


​4 - Change or add information to the form
    (we added a Reminder in the screenshot           example to the right)

5 - Click or tap "Save"




​



Picture

​Option 2:
1 - Click or tap the 3 dots icon to the right of          a current journal
2 - Click or tap "Select" to open a Review               Journals form ​(see screenshot to the right)
3 - The Review Journals form opens
4 - Click or tap "Edit"
5 - Change or add information to the form
​6 - Click or tap "Save"




​

Picture
Option 3:
1 - Click or tap on the journal name to edit
2 - Click or tap the 3 dots icon on the Menu            bar, to the right of your Initial
      (see screenshot on the top right)



​


3 - Click or tap on "Select" from the Slidebar          menu to open a Review Journals form
      (see screenshot on the bottom right)
4 - The Review Journals form opens
5 - Click or tap "Edit"
6 - Change or add information to the form
​7 - Click or tap "Save"





​
Picture
Picture
Mobile Options:

​
Option 1:
​1 - Tap on a current journal
2 - The Review Journals form opens
3 - Tap on the pencil icon (Edit) on the Menu bar (see the screenshot below, bottom left)
4 - Change or add information to the form (we updated the text in the screenshot example below, bottom right)
5 - Tap the checkmark (Save) on the Menu bar ​(see the screenshot below, bottom right)

Picture
Picture
 
​Option 2:
1 - Tap on a current journal
2 - Tap on the 3 dots to the right of a current journal       name
3 - Tap on "Select" from the Slidebar from the bottom      of the screen (screenshot to the right) to open a          Review Journals form
​4 - The Review Journals Form opens
​5 - Tap on the pencil icon (Edit) on the Menu bar 
4 - Change or add information to the form 
5 - Tap the checkmark (Save) on the Menu bar 


i  To get back to the main journal listing, without making any changes, tap the 3 dots again.
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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