ChangeLog: edit Mail Senders List in Web

7/27/2023

All the goodness of Web's Batch Editing, and access from anywhere, now available for the Allowed / Blocked / News Senders List.

Control Where Mail Gets Delivered

The Mail Senders List controls how your emails get delivered:

Inbox (Allowed List)
Spam (Blocked List)
News (News List)
Inbox (Contacts List)

When Users are out on the road with their mobile devices, sometimes you would like to make sure an email gets through to you in the future (or blocked if a spammer is harassing you). Rather than wait until you return to the office, make the addition or change immediately from your phone or tablet.

Add an email address to the Allowed list, gets future emails from them delivered to the Inbox. That 4th options, "Contacts", is another way to do the same -- add someone to your Contacts list and emails from that address will automatically be delivered to the Inbox as well (no need to add them to the Senders List in this case).

Mail Senders List with duplicate entries selected and ready to delete

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ChangeLog: Invalid Emails view in Individuals

6/7/2023

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Need a little help finding those invalidly formatted emails that have crept into the contacts list over the years? This new view under Individuals filters the list to show you just entries that are suspected to have invalid characters or format in the Business Email or Personal Email fields.

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ChangeLog: In-App Links updates and fixes; Aggregates and Metrics

4/25/2023

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Ever notice the underlines entries in a row of a table or card? If you click anywhere else, you open the item for that page -- in this case, you would open the Customer details dialog. If you click the links, however, you get a separate tab direct to the item you clicked on -- in this example, clicking on ABC Paper gets you the ABC details dialog from the Company list; clicking on Diego gets you the Sales Rep entry details from that list.

You'll find these links throughout the app, from Orders to Activities. The usefulness is that you can both (a) jump directly to an entry, without having to click through to it from the details dialog; and (b) open entries in new tabs, so you don't move away from what you are working on and can flip back-and-forth to reference information.

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ChangeLog: MRSweb general updates for working with Sales Imports

8/29/2022

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A. More combinations of having and not having PO Number, Order Number, and Invoice Number are now handled by the Sales Importer. When using Update Records, there will be reduced change of missing Orders based on not having any information about an Order in the source import spreadsheet.

B. Deleting a Payment in MRSweb will now confirm the action and delete all of the Payment's Line Items as well. This behaviour matches what takes place in Desktop. Deleting a Payment will not delete any Invoices or their commission amounts from Invoices that were confirmed on the Payment, it just deletes that Payment and checked items that were marked as paid on it.

C. Batch Import Summary now has direct links to related items throughout the system, to make it easier to jump from the Batch Import Summary page to the pages of those items, without having to find and filter for the items yourself. These links open the related page in a new tab, filtered to the Batch Number used.

Number of Import Rows: brings the User to the Sales Import page
Number of Order Line Items: brings the User to the Order Line Items page
Number of Orders: brings the User to the Orders page
Number of Invoice Line Items: brings the User to the Invoice Line Items page
Number of Invoices: brings the User to the Invoices page

When navigating between Pages in MRSweb, each Page remembers where you left off. This is extremely helpful in going back and forth between sections and not losing filters, sorts, and Views that were used last (and having to set them up again). However, this does also apply to the links directing you to other pages -- for example, you may need to change the View in Sales Import to the "Imported" list if you were last looking in one of the other filtered Views.

D. The label for Discount Amount has been changed to Unit Discount, to better reflect that the Discount being records here is per-unit-item, just like the Unit Price. The math that is being performed related to this column is:
(Unit Price - Unit Discount) * Quantity = Sales Amount

E. With the Unit Discount label change, the order of the columns has also been changed to better reflect the order or calculation related to the equation used above. I.e. the column order is now Unit Price, Unit Discount, Quantity, Sales Amount.

F. The Item Description field will now take up to 80 characters of text as the description. This is up from 50, which was the previous limit.

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ChangeLog: Inline Help

6/21/2022

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New Help pages have been added directly in MRSweb for the MRSweb interface. General Help can still be found on www.mrsware.com, for both Desktop and Web; this change adds inline help directly on the pages you are looking at in the Web app.

To access Help for the page you are on, click the 3-dot menu (...) in the upper-right of MRSweb and select Help in the menu. The Help page specific to the page you are on will appear.

Help pages have an overview of what the page is used for, its major or unique columns, and links to more information in the www.mrsware.com Documentation and Training materials.

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ChangeLog: edit Mail Senders List in Web

Control Where Mail Gets Delivered

ChangeLog: Invalid Emails view in Individuals

ChangeLog: In-App Links updates and fixes; Aggregates and Metrics

ChangeLog: MRSweb general updates for working with Sales Imports

ChangeLog: Inline Help

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