Blog Posts - MRSware CRM Sales Commissions

MRSweb - Lesson 3.4 - Home page - Sync

7/30/2020

Lesson 3

Chapter 4 - Home page - Sync

MRSware Sync provides Users with the ability to synchronize MRSware and Google Calendars so your Appointments appear in both places. Any changes made in either calendar will be updated in the other.

In MRSweb, Sync allows Users to login to the Sync set up.

You can access MRSware Sync set up from the Home page menu in MRSweb.

To login to the Sync set up:

Use the Sync Username and password provided to you by your System Administrator.

i Once you enable sync for your account, you do not need to return to sync.mrsware.net, all sync'ing from here on is done automatically.

For more information on how to set up Sync click on the link provided.

MRSweb - Lesson 3.3 - Home page - Webmail

7/30/2020

Lesson 3

Chapter 3 - Home page - Webmail

Webmail allows Users to login to their MRSware Mailboxes without having to set anything up ahead of time -- this is handy when using a shared computer at a convention or hotel, or for everyday use in place of Outlook or MRSware Desktop mail.

You can access webmail from the Home page in MRSweb.

To login to webmail:

Use your full email address and the password for your Mailbox.

i Note that it is possible to set your Mailbox password to be different from your MRSware Desktop login password, so they might not be the same. If you get a "wrong password" error message, either your Admin in the office or MRSware Support can reset it for you.

Feel free to use the Remember Me checkbox on the login dialog. This will tell your web browser to automatically log you into the site on future visits, without having to enter your Email and Password again.

For more information about Webmail, click on the link provided.

MRSweb - Lesson 3 - Home Page

7/30/2020

You've set up your account, logged in, and are looking at your Home page. This page displays all menus throughout MRSweb. You can access any page in the app from the Home page by tapping or clicking on the page name.

In this lesson you'll learn about the menu options accessed from the Home page:

- MRSware.com
- MRSweb Training
- Webmail
- Sync
- Status
- New Contact
- New Journal

MRSweb - Lesson 2.9 - Reports

7/28/2020

Lesson 2

Chapter 9 - Reports

Reports are available throughout MRSweb, on the Contacts, Activity, Sales, and Administration pages. None of the Home pages have report options.

Reports are available in 4 different formats:
- PDF
- Multipage Image
- Spreadsheet
- Microsoft Word

To access the report options:
- On the Desktop, click on "Report" and the menu opens.
- On Mobile devices, tap on "Report" and the menu slides up from the bottom.

MRSweb - Lesson 2.8 - Sort, Filter

7/28/2020

Lesson 2

Chapter 8 - Sort, Filter

Sort and Filter options are available throughout MRSweb, on the Contacts, Activity, Sales, and Administration pages. None of the Home pages have sort and filter options.

You can sort and filter beyond the pre-filtered page view options found in the Sidebar.

To access the sort and filter options, click or tap on the 3 dots located in the upper right hand corner of the page.

Each sort and filter menu will display different options depending on the page selected.

The screenshots, above, display the Companies Sort and Filter menu options.

MRSweb - Lesson 2.7 - Sidebars

7/28/2020

Lesson 2

Chapter 7 - Sidebars

The Sidebar is available throughout MRSweb, on the Contacts, Activity, Sales, and Administration pages. None of the Home pages have a Sidebar.

The Sidebars provide pre-filtered page view options, a calendar, data view styles, and the tab bar.

To turn on the Sidebar, go to "Settings -> Sidebar"
! In Settings, check "Landscape" to make sure the Sidebar appears in your pages.

All pages, except the Manufacturers page in the Contacts menu, display a monthly calendar.

All pages display available data view styles and the tab bar.

Each sidebar will display different pre-filtered page view options depending on the page selected.

MRSweb - Lesson 10.6 - Task Reports

11/15/2019

Lesson 10

Chapter 6 - Task Reports

Task Reports are available in MRSweb. You can run the reports from a selected task.

Here's how to open a selected journal report:

Option 1:
This option is the same in both the Desktop and Mobile version.

1. Click or tap on "Tasks"

2. Select your view style

3. Select the Task by clicking on the task (in the example, we selected "Call Bill Kennedy re: walk through..")

4. Click on the 3 dots on the top right of the Menu bar to open the slidebar menu

5. Click on "Report" near the bottom of the options (you may have to scroll down to find Report)

6. Click on the format in which to run the report (in our example we selected "PDF Document")

The Task Report opens.

Option 2A:
This option is for the Desktop version

1- 3. Repeat steps 1 - 3 as shown in Option 1

4. Click on the Task to open the Project record

5. Click on the 3 dots in the Menu bar (see screenshot to the right)

6 - 7. Repeat steps 5 - 6 as shown in Option 1

The report opens

Option 2B:
This option is for the Mobile version.

1- 3. Repeat steps 1 - 3 as shown in Option 1

4. Tap on the task to open the Review Tasks record (see screenshot to the near right)

5. Tap on the 3 dots on the right of the Menu bar to open the slidebar menu

6. Tap on "Report" near the bottom of the options

5. Tap on the format in which to run the report (in our example we selected "PDF Document")

The report opens

MRSweb - Lesson 10.5 - Tasks - Sort, Filter

11/15/2019

Lesson 10

Chapter 5 - Tasks - Sort, Filter

You are able to sort and filter your journals in the tables of MRSweb.

Sort

Sorting data makes it easier to see and review the data displayed.

Here's how to sort in a table:

In the Grid view you can sort by any of the column headers.

In the example shown, in the next 2 screenshots,
we want to sort by the date the task was opened.

To sort by a column header:
- click on a column header (Open Date)
- select from the pop-up menu (Latest on Top)

i When the Sort order is applied, you will see an arrow in the column header, indicating your selection choice (e.g. a down arrow means Latest on Top.

i Sort menu options will be slightly different, depending on the column header.

The screenshot seen below is sorted by Open Date so that the listing displays task open dates with the latest date on top.

Note the down arrow in the Open Date column header.

Filter

Filtering data separates out the unwanted information, hiding the information that doesn't meet your filter criteria.

Here's how to filter in a table:

In the Grid view you can filter by any of the column headers.

In the example shown in the following screenshots, we want to show only the tasks that are sales journals. So we will filter the Type column.

To filter by a column:

Option 1:

1 - Right click on the column header "Status" (for our example)

2 - Select "Text Filters"

3 - Click on the "Equals" arrows to view options and make selection. (for our example, we selected "Equals"

4 - Click on the "Text" arrows to view options and make selection (for our example, we selected "Completed")

5 - Click "Apply"

The filtered listing will show only the completed tasks.

i Filter menu options will be slightly different, depending on the column header.

Option 2:

1 - Click on the 3 dots on the top right of the Menu bar

2 - Select "Filter" from the slidebar

3 - Select "Status"

4 - Select "Completed" (for our example)

5 - Select "Apply"

The filtered listing will show only the completed tasks

The screenshot below is filtered by Status "Completed" so that the listing displays only the completed tasks.

Note the filter icon next to "Status".

MRSweb - Lesson 10.2 - Create a New Task

11/14/2019

Lesson 10

Chapter 2 - Create a New Task

Here's how to add a task:

i - As in the MRSware desktop client there is more than 1 way to add a new task

Desktop options

Option 1:

1 - Click or tap on "Tasks" on the Menu bar or Menu list

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

3 - The New Task form opens

4 - Fill out the form

5 - When finished, click or tap "Save"

Option 2:

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

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

3 - The New Tasks form opens.

4 - Fill out the form

5 - When finished, click or tap "Save"

Mobile Options

Option 1:

1 - Tap on "Tasks" on the Menu bar or from the Tab bar (bottom of the page)

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

3 - Fill out the form

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

Option 2:

When adding two or more new tasks:

After completing the first New Taskl form

Instead of tapping the "checkmark" to save the new task

1 - Tap the 3 dots to the far top right of the Menu bar on the New Task form.

2 - Tap "Save and New" to save the just completed new task and open a New Task form.

3 - Fill out the New Task form

4 - Tap the 3 dots to the far top right of the Menu bar on the New Task form.

Repeat steps 2 and 3

Continue to add new tasks

When finished

5 - Tap the "checkmark" to save the new task

Or

5 - Tap "Save" on the slidebar menu

Option 3:

When adding a new task from a Review Tasks form:

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

2 - Tap on "New Tasks"

3 - Fill out the New Task form

When finished

4 - Tap the "checkmark" to save the new task
Or

4 - Tap "Save" on the slidebar menu

MRSweb - Lesson 10.1 - Edit Task

11/14/2019

Lesson 10

Chapter 1 - Edit Task

Here's how to edit a current task:

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

Desktop options

Option 1:
1 - Click or tap on a current task to open a Review Tasks form

2 - The Review Tasks form opens

3 - Click or tap "Edit"

4 - Change or add information to the form
(we changed the Status in the screenshot example to the right)

5 - Click or tap "Save"

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

Option 3:
1 - Click or tap on the task 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 Tasks form
(see screenshot on the bottom right)
4 - The Review Tasks form opens
5 - Click or tap "Edit"
6 - Change or add information to the form
7 - Click or tap "Save"

Mobile Options:

Option 1:
1 - Tap on a current task
2 - The Review Tasks 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 status in the screenshot example below, bottom right)
5 - Tap the checkmark (Save) on the Menu bar (see the screenshot below, bottom right)

Option 2:
1 - Tap on a current task
2 - Tap on the 3 dots to the right of a current task name
3 - Tap on "Select" from the Slidebar from the bottom of the screen (screenshot to the right) to open a Review Tasks form
4 - The Review Tasks 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.

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
3.6 - Create New...
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 - Edit Customer
5.2 - Create a New Customer
5.3 - Edit Account
5.4 - Create a New Account
5.5 - Sidebar
5.6 - Sort, Filter
6 - Sales Reps
6.1 - Edit Sales Rep
6.2 Create a New Sales Rep
6.3 Sidebar
6.4 - Sort, Filter
7 - Manufacturers
7.1 - Edit Manufacturer
7.2 - Create a New Manufacturer
7.3 - Sidebar
7.4 - Sort, Filter
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 - Notes
12.1 - Edit Notes
12.2 - Create a New Note
12.3 - Sidebar
13 - Orders
13.1 - Edit Order
13.2 - Create a New Order
13.4 - Sidebar
13.5 - Sort, Filter
13.6 - Order Line Item
13.7 - Edit Order Line Item
13.8 - Create a New Order Line Item
13.9 - Sidebar
13.10 - Sort, Filter
14 - Invoices
14.1 - Edit Invoice
14.2 - Create a New Invoice
14.4 - Sidebar
14.5 - Sort, Filter
14.6 - Invoice Line Item
14.7 - Edit Invoice Line Item
14.8 - Create a New Invoice Line Item
14.9 - Sidebar
14.10 - Sort, Filter
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 - Commission Rules
16.1 - Edit Commission Rule
16.2 - Create a New Commission Rule
16.3 - Import Default Commission Rules
16.4 - Sidebar
16.5 - Sort, Filter
17 - Payments
17.1 - Edit Payment
17.2 - Adjust/Partial Payment
17.3 - Create a New Payment
17.5 - Sidebar
17.6 - Sort, Filter
17.7 - Payment Line Item
17.8 - Edit Payment Line Item
17.9 - Create a New Payment Line Item
17.10 - Sidebar
17.11 - Sort, Filter
18 - Administration