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MRSweb - Lesson 8.4 - Appointments - Tabs & Categories | MRSweb Online Training

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Lesson 8

Chapter 4 - Appointments' Tabs & Categories


  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:
​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"
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