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MRSweb - Online Training Lessons - 0 Introduction

8/16/2019

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Picture
These quotes, from different centuries, exemplify the endless value of education:

"An investment in knowledge pays the best interest." - Benjamin Franklin
 
"Education is the passport to the future, for tomorrow belongs to those who prepare for it today." - Malcolm X
 
​We at EYOND, Inc. agreeing with these sentiments, offer these online lessons for the MRSweb application.  Each lesson contains instructions on how to use a specific area of MRSweb. 
 
With the Business and Plus Package Price Plans MRSweb is the web client companion application to the MRSware desktop client​.  It is accessed through any device with a web browser - desktop, laptop, tablet, mobile phone, etc.  MRSweb is a live application and once something is saved it will appear in the MRSware desktop. 

You can also sign up for MRSweb as a stand-alone web application.  
 
i Point of Information:
When you see a red i a point of information is shared.

MRSweb is subject to enhancements, improvements and new versions.  Therefore the MRSweb Online Lessons will be frequently updated to reflect these changes.  Check back to learn about new features and functions in MRSweb.

MRSweb Lessons are numbered: 0, 1, 2, 3, etc.  Chapters within each lesson begin with the lesson number, e.g. Lesson 1, Chapter 1 will be 1.1.  There is a Lesson Index shown on the right side of each page.  Click on the lesson numbers in blue to go directly to the instructions.


! Tip: 
When you see a red ! a tip is available for your use.

We recommend starting with Lesson 1 - Getting Started and Lesson 2 - Navigation, as they provide instructions on how to sign up for a new account, how to login to an existing account, and how to set up and navigate within the application using the menus, icons, settings, tab bars, notifications, and sidebars. 

After Lessons 1 and 2 you can choose any lesson you like, however please be aware some lessons build upon information and instructions from a previous lesson. 


Finding Help for MRSweb

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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
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