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MRSweb - Lesson 9.2 - Create a New Journal

11/8/2019

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Lesson 2

Chapter 2 - Create a New Journal


Here's how to add a journal:

i - As in the MRSware desktop client there is more than 1 way to add a new journal​
​​
Desktop options
​

Picture
​

​Option 1:
​​

1 - Click or tap "Journals" the Menu bar or Menu list​


​

Picture

​
















2 - Click or tap the "Plus" sign on the bottom right of the page to open a New Journal form

* Note:
Journals, in the above screenshot, are shown in the Cards style
​​

Picture



​3 - The New Journal form opens

​4 - Fill out the form

5 - When finished, click or tap "Save"

i  Once you have saved the new journal, click or tap "Edit" to add categories or contacts.  When done, click or tap "Save".
​​

Picture


​Option 2:

1 - Click or tap the "3 dots" on the right of the Menu bar






​
* Note:
​Journals, in the above screenshot, are shown in the Grid style

Picture


​​2 - When the slidebar on the right opens, click or tap "New Journals" to open a New Journals Form

3 - The New Journals form opens.

4 - Fill out the form

​5 - When finished, click or tap "Save"


​Mobile Options

Picture


​Option 1:

​1 - Tap "Journals" on the Menu list or on the Tab bar (bottom of the page)


​

Picture


​2 - Tap the "Plus" sign at the bottom right of the screen to open a New Journals form.


​

Picture


​​3 - Fill out the form

4 - When finished, tap the "checkmark" on the Menu bar (top of the page) to save the new journal













​
​


Option 2A:

There are 2 ways to add new journals, if you are adding 2 or more journals at a time:

1. Follow the instructions for Option 1 - Steps 1 - 3.

Do not tap the checkmark to save!

2. Tap the "+" icon next to the checkmark

This will Save the just completed new journal and open a New Journal form.

3. Fill out the form.

4. Continue to add new journals by tapping on the "+" icon.

5. When done completing the last journal, tap the "checkmark" to save 
Picture

Option 2B:

1. Follow the instructions for Option 1 - steps 1 - 3.

Do not tap the checkmark to save!

​2. Tap the "3 dots" icon next to the + icon

​3. ​Tap "Save and New" to save the just completed new journal and open a New Journal form.

4. Fill out the form

5. Continue to add new journals by tapping the "3 dots" icon and tapping "Save and New"

​6A. ​When done completing the last journal, tap the "checkmark" to save 

OR

​6B. ​Tap "Save" on the slidebar menu

​
Picture
Picture


Option 3:

When adding a new journal from a Review Journals form:


1 - Tap the 3 dots on the Menu bar on the Review Journals form

​

Picture



2 - Tap "New Journals"

3 - Fill out the form

When finished

4A - Tap the "checkmark" to save the new journal

​​Or

4B - Tap "Save" on the slidebar menu

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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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