MRSweb - Lesson 9.2 - Create a New Journal

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​
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Desktop options
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​Option 1:
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1 - Click or tap "Journals" the Menu bar or Menu list​


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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
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​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".
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​Option 2:

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






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

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​​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"

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​Mobile Options

​Option 1:

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


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


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​​3 - Fill out the form

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













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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 

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

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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

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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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