Blog Posts - MRSware CRM + Sales + Commissions

MRSweb - Lesson 6.3 - Edit Journal

11/8/2019

Lesson 6

Chapter 3 - 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"

4 - Change or add information to the form
(we added a Reminder 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 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"

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"

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)

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.

MRSweb - Lesson 6.2 - Tabs & Categories

11/7/2019

Lesson 6

Chapter 2 - Tabs & Categories

i In MRSweb you will find tabs, including categories, in Contacts, Projects, and Activities - Appointments, Journals and Tasks. The tabs will vary depending on the record where they are found. Although categories are found in all of the above records, the names of the categories will vary depending on the type of record.

Here are the tabs for Journals:

General -

The information found in the General tab displays the main information about the activity.

The General tab contains:

- Description: a brief summary of the activity
- Type: what kind of activity
- Open Date: the day the journal was entered into the system - this date can be changed to the day the activity took place
- Due Date: a future day the activity will take place
- Reminder: Do you want to set a reminder - Yes/No?
- Minutes: the reminder time
- Opened by: defaults to the person who is entering the journal into the system - this name can be changed if necessary
- Duration: how long the activity took
- Journal Text: the details of the activity

Logs -

The information found in the Logs tab displays the break down of the time spent on the activity.

The Logs tab contains:

- Start: when the timer was started
- End: when the timer was stopped
- Duration: the total amount of time
- Note: details of what was done during this time
- Logged by: name of the person who opened the journal

To add time to your journal, click or tap: "Edit" -> "New" -> "Save" when done.

Categories

The information found in the Categories tab displays attributes created and assigned by you to aid in searches (think of them as keywords for your searches and grouping).

Each categories list will vary depending on the specific information you want to use for grouping your data.

i Your company administrator sets up the Categories in MRSweb.

To add a new category(ies) to the journal (see screenshots below):
- Click or tap on "Edit"
- Click or tap on the category(ies) to add
- Click or tap on "Save"

Files -

The information found in the Files tab displays the names of files attached to the journal.

To add a file to your journal, click or tap: "Edit" -> "New" -> "Save" when done.

MRSweb - Lesson 6.1 - Journals' Sidebar

11/6/2019

Lesson 6

Chapter 1 - Journals' Sidebar

In Lesson 2.4 Settings, we learned about customizing your MRSweb with the use of Settings. The Sidebar setting is not available on the Home page, but is available in all other areas of MRSweb.

! In Settings, check "Landscape" to make sure the Sidebar appears in your pages.

The Journals' Sidebar provides a calendar, page view options, an Open Date, and more.

Desktop view (below) shows the Sidebar on the left side of your screen.

Click or tap "Journals" on the Menu bar to access the Sidebar.

Desktop view - Journals' Sidebar
Starting at the top:

- Hamburger icon to the left of MRSware CRM
- click or tap on the icon to minimize the Sidebar
- click or tap on the icon to maximize the Sidebar

- Monthly calendar
- click or tap on the arrows to move the month back
or forward
- note the current day is highlighted

- Open Date - the date when the journal was initially entered into the system
- click or tap on the down arrow next to Open Date
to view your options:
- Due Date - when the activity is to be completed
- Created On - when the journal was started
- Last Modified - when the journal was last edited
- Today - move to today's date
- click or tap on your preference
- a checkmark will appear next to your selection

- Journals Type and Access Level - the list of journals on display
- Journals - all journals you have access to
- My Journals - only the journals you've entered
- Public Journals - all your journals with Public access
- Shared Journals - all your journals with Shared access
- Private Journals - all your journals with Private access

- Data views - the format in which you view your
journals
- Grid - spreadsheet format - column headers with
rows below; scroll up and down to view next
journal
- List - block format - information is contained
in a single block; scroll up and down to view next
journal
- Cards - file card format - information is
contained in a file card block; scroll left, right, up,
and down to view next journal
- Charts - displays information in chart form
- Calendar - displays journals in your calendar by day, week, month, year, or in an agenda format

- Tab bar - menu bar buttons
- Click or tap on any of the icons to take you to (left to right):
- Contacts
- Customers
- Accounts
- Projects
- Activity
- Apps (more options)
- Settings

Mobile view (right and below) shows the Sidebar in a drop down menu under Journals

Click or tap the Drop down arrow next to Journals to open and access the Sidebar.

Mobile View - Journals Sidebar
Starting at the top:

i - Notice there is no Sidebar calendar in the mobile view.

- Journals Type and Access Level - the list of journals on display
- Journals - all journals you have access to
- My Journals - only the journals you've entered
- Public Journals - all your journals with Public access
- Shared Journals - all your journals with Shared access
- Private Journals - all your journals with Private access

- Data views - the format in which you view your
journals
- Grid - spreadsheet format - column headers with rows below; scroll up and down to view next journal
- List - block format - information is contained
in a single block; scroll up and down to view next journal
- Cards - file card format - information is
contained in a file card block; scroll left, right, up, and down to view next journal
- Charts - displays information in chart form
- Calendar - displays projects in your calendar by day, week, month, year, or in an agenda format

- Fit to Width - this setting changes the width of your columns; when checked you can view more column headers

- Multi Selection - allows you to multi-select journals, for filtering, sorting, grouping, etc

- Inline Editing - provides editing in a specific field without having to click or tap "edit"

- Refresh - refreshes your screen

MRSweb - Lesson 6 - Journals

11/6/2019

MRSweb Activity contains Appointments, Journals, and Tasks which are all part of the greater Activity Tracking system in MRSweb. While each has its own niche, they do overlap in some aspects.

With Journals you can capture the details of each of your sales calls, sales meetings, training sessions, demos, service calls, trade shows, events, conferences, phone calls, and other activities. However, Journals are more than just notes - they have the added power of keeping the amount of time spent on each interaction as well as the ability to report to others in summary or with detailed descriptions.

Journals allows you to track where you've been, what took place during each activity, and how many of one kind of interaction took place in a day, week, or month; measure the number of calls for one manufacturer; and analyze the value of your activities. In other words you can use Journals when assessing line profitability and as a basis for figuring the ROI (Return on Investment) of your customers and overall business.

In addition to the call reporting value of Journals, they can also be used as a sales call planning tool to review what has occurred since their last contact and what needs to be discussed with their next call.

Journals is part of your Relationship Database.

MRSweb - Lesson 5.6 - Appointment Report

11/5/2019

Lesson 5

Chapter 6 - Appointment Reports

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

Here's how to open a report:

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

1. Click or tap on "Appointments"

2. Select your view style

3. Select the Appointment by clicking on the circle on the left (in the example, we selected Boston Medical new wing - Zuckerman Children's Wing)

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 appointment 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 Appointment to open the Appointment 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

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

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

4. Tap on the Appointment to open the Appointment 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 5.5 - Sort, Filter, Categories

11/4/2019

Lesson 5

Chapter 5 - Sort, Filter

You are able to sort, and filter your projects 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 the appointment start dates so the upcoming appointments are displayed first.

To sort by a column header:
- click on a column header (Start 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. an up arrow means Earliest on Top; 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 Start Date (Latest on Top) so that the listing displays appointment start dates with the latest on top.

Note the down arrow in the Start 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 appointments that are Sales appointments. So we will filter the Project Type Display Name column.

To filter by a column:

Option 1:

1 - Right click on the column header "Project Type Display Name" (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 "Sales)

5 - Click "Apply"

The filtered listing will show only the sales (type) projects.

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 "Appointment Type Display Name"

4 - Select "Sales" (for our example)

5 - Select "Apply"

The filtered listing will show only the sales (type) projects

The screenshot below is filtered by Appointment Type "Sales", so that the listing displays only the sales appointments.

Note the filter explanation above the table and the Filter icon next to "Type".

Categories

Categories are attributes created and assigned by you to aid in searches (think of them as keywords for your searches and grouping). In MRSweb you will find categories on Contacts, Projects, and Activities - Appointments, Journals and Tasks. Each of these has their own Categories list, so that you can have entries that just apply to each one.

i Your company administrator sets up the Categories in MRSweb.

MRSweb - Lesson 5.4 - Create a New Appointment

11/4/2019

Lesson 5

Chapter 4 - Create a New Appointment

Here's how to add an appointment:

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

Desktop options

Option 1- Calendar - Month View

1 - Click or tap on "Activity - Appointments" 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 Appointment form

3 - The New Appointment 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 - Click or tap on "New Appointments" when the slidebar on the right opens to open the New Appointment Form

3 - The New Appointment form opens.

4 - Fill out the form

5 - When finished, click or tap "Save"

Mobile Options

Option 1:

1 - Tap on "Appointments" 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 Appointment form.

3 - Fill out the form

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

Option 2:

When adding two or more new Appointments:

After completing the first New Appointment form

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

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

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

3 - Fill out the New Appointment form

4 - Tap the 3 dots to the far top right of the Menu bar on the New Appointment

Repeat steps 2 and 3

Continue to add new appointments
When finished

5 - Tap the "checkmark" to save the new appointment
Or

5 - Tap "Save" on the slidebar menu

Option 3:

When adding a new appointment from a Review Appointment form:

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

2 - Tap on "New Appointments"

3 - Fill out the New Appointment form

When finished

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

4 - Tap "Save" on the slidebar menu

MRSweb - Lesson 5.3 - Edit Appointment

11/4/2019

Lesson 5

Chapter 3 - Edit Appointment

Here's how to edit a current appointment:

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

Desktop options

Option 1 - Calendar, Agenda View
1 - Click or tap on a current appointment to open a Review Appointment form
2 - The Review Appointment form opens
3 - Click or tap "Edit"

4 - Change or add information to the form
(we added a Reminder in the screenshot example to the right)
5 - Click or tap "Save"

Option 2 - Card, Grid, or List View
1 - Click or tap the 3 dots icon to the right of (or under) a current appointment
2 - Click or tap "Select" to open a Review Appointment form
(see screenshot to the right)
3 - The Review Appointment form opens
4 - Click or tap "Edit"
5 - Change or add information to the form
6 - Click or tap "Save"

Option 3 - Grid, List, or Card View:
1 - Click or tap on the appointment 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 Appointment form
(see screenshot on the bottom right)
4 - The Review Appointment 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 appointment
2 - The Review Appointment 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)

Option 2:
1 - Tap on a current appointment
2 - Tap on the 3 dots to the right of a current appointment name
3 - Tap on "Select" from the Slidebar from the bottom of the screen (screenshot to the right) to open a Review Appointment form
4 - The Review Appointment 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 appointment listing, without making any changes, tap on "Corporate" at the bottom of the slidebar (see screenshot far right)
or tap on a blank space on the screen.

MRSweb - Lesson 5.2 - Tabs & Categories

10/28/2019

Lesson 5

Chapter 2 - Tabs & Categories

i In MRSweb you will find tabs, including categories, in Contacts, Projects, and Activities - Appointments, Journals and Tasks. The tabs will vary depending on the record where they are found. Although categories are found in all of the above records, the names of the categories will vary depending on the type of record.

Here are the tabs for Appointments:

Categories

The information found in the Categories tab displays attributes created and assigned by you to aid in searches (think of them as keywords for your searches and grouping).

Each categories list will vary depending on the specific information you want to use for grouping your data.

In the screenshot to the right, the Categories displayed are the ones currently assigned to the Appointment.

i Your company administrator sets up the Categories in MRSweb.

To add a new category(ies) to the appointment (see screenshots below):
- Click or tap on "Edit"
- Click or tap on the category(ies) to add
- Click or tap on "Save"

MRSweb - Lesson 5.1 - Appointments' Sidebar

10/24/2019

Lesson 5

Chapter 1 - Appointments' Sidebar

In Lesson 2.4 Settings, we learned about customizing your MRSweb with the use of Settings. The Sidebar setting is not available on the Home page, but is available in all other areas of MRSweb.

! In Settings, check "Landscape" to make sure the Sidebar appears in your pages.

The Appointments Sidebar provides a calendar, page view options, a Start Date, and more.

Desktop view (below) shows the Sidebar on the left side of your screen.
Click or tap "Appointments" on the Menu bar to access the Sidebar.

Desktop view - Appointments' Sidebar
Starting at the top:

- Hamburger icon to the left of MRSware CRM
- click or tap on the icon to minimize the Sidebar
- click or tap on the icon to maximize the Sidebar

- Monthly calendar
- click or tap on the arrows to move the month back
or forward
- note the current day is highlighted

- Start Date - the Start date is on display only in Calendar view
- click or tap on the down arrow next to Start Date
to view the day, month, and year

- Data views - the format in which you view your
projects
- Grid - spreadsheet format - column headers with
rows below; scroll up and down to view next
project
- List - block format - information is contained
in a single block; scroll up and down to view next
project
- Cards - file card format - information is
contained in a file card block; scroll left, right, up,
and down to view next project
- Charts - displays information in chart form
- Calendar - displays projects in your calendar by day, week, month, year, or in an agenda format

- Tab bar - menu bar buttons
- Click or tap on any of the icons to take you to (left to right):
- Contacts
- Projects
- Activity
- More Options
- Settings

Mobile view (below)
In the mobile view, the Sidebar displays in a menu that pops up from the bottom of the screen.

Click or tap the Drop down arrow next to Appointments to open and access the Sidebar.

In the screenshots below, the Sidebar options change depending on which Data view you choose.

Grid View Calendar View

Mobile View - Appointments' Sidebar
Starting at the top:

i - Notice there is no Sidebar calendar in the mobile view.

These options are available in all Data views:

- Data views - the format in which you view your
appointments
- Grid - spreadsheet format - column headers with
rows below; scroll up and down to view next
appointment
- List - block format - information is contained
in a single block; scroll up and down to view next
appointment
- Cards - file card format - information is
contained in a file card block; scroll left, right, up,
and down to view next appointment
- Charts - displays information in chart form
- Calendar - displays appointments in your calendar by day, week, month, year, or in an agenda format
- Refresh - refreshes your screen

These options are available in all but the Calendar view:

- Fit to Width - this setting changes the width of your columns; when checked you can view more column headers

- Multi Selection - allows you to multi-select appointments, for filtering, sorting, grouping, etc

- Inline Editing - provides editing in a specific field without having to click or tap "edit"

MRSweb

Online Training Lessons

Lessons

0 - Intro
1 - Getting Started
1.1 - Sign up
1.2 - Login
1.3 - Forgotten Password
2 - Navigation/Home page
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
3 - Contacts
3.1 - Sidebar
3.2 - Contacts, Companies, Individuals
3.3 - Tabs, Categories
3.4 - Edit Contact
3.5 - Create a New Contact
3.6 Customers, Accounts
3.7 - Sort, Filter
3.8 - Reports
4 - Projects
4.1 - Sidebar
4.2 - Tabs, Categories
4.3 - Edit Project
4.4 - Create a New Project
4.5 - Sort, Filter
4.6 - Reports
5 - Appointments
5.1 - Sidebar
5.2 - Tabs, Categories
5.3 - Edit Appointment
5.4 - Create a New Appointment
5.5 - Sort, Filter
5.6. - Reports
6 - Journals
6.1 - Sidebar
6.2 - Tabs, Categories
6.3 - Edit Journal
6.4 - Create a New Journal
6.5 - Sort, Filter
6.6 - Reports
7 - Tasks
7.1 - Sidebar
7.2 - Tabs, Categories
7.3 - Edit Task
7.4 - Create a New Task
7.5 - Sort, Filter
7.6 - Reports
8 - Notes
8.1 - Sidebar
8.2 - Edit Note
8.3 - Create a New Note