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MRSweb - Lesson 9.2 - Create a New Journal | MRSweb Online Training

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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​
Desktop options

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Option 1:
​​

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







* 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"


​Mobile Options

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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 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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