MRSware Sales and Commissions
  • New MRSware.com
  • About EYOND
  • Free Trial / Download
  • New Blogs / Docs / Training
  • Blog
  • Support
    • Training >
      • Sales Training
      • Data Entry Training
      • Training Classes - MRSweb
      • Training Classes - MRSware >
        • Lesson 1 - MRSware Home Page
        • Lesson 2 - CRM - Companies/Contacts
        • Lesson 3 - CRM - Calendar
        • Lesson 4 - CRM - Journals
        • Lesson 5 - CRM - Tasks
        • Lesson 6 - CRM - Projects
        • Lesson 7 - MREPS - Customers
    • Documentation
    • Integrations
    • Admins
    • Live Service Status
  • Web Login
  • Sales Tracking Software for Manufacturers Reps
  • Commission Tracking Software
  • Manufacturers Sales Rep Commission Rates
  • Commission Management Software for Manufacturers Reps

MRSweb's Batch Edit

2/3/2022

0 Comments

 
One of the most robust features in MRSware is the ability to add, edit, or update, at the same time, an attribute  or an unique or distinctive component found in any table within MRSware.  This saves the User an enormous amount of time and effort.

In MRSweb the feature is called Batch Edit; in MRSware Desktop it is called Bulk Update.  Though the steps may be different, the results are the same.

Here are some examples of Batch Edit:
  • update System Type on multiple companies or individuals
  • assign Categories to companies or individuals
  • assign or update Sales Rep assignments on multiple customers, territories, or invoices
  • apply a Commission Split Rate to all selected invoices
  • apply an Account Number to all selected invoices for a customer
  • apply a Payment to all invoices on a commission statement

In the first example, below, we are going to assign a Sales Rep to multiple companies

Here are the steps to Batch Edit in MRSweb:



1. First check to make sure you have "Multi Selection" selected

Go to Contacts -> Companies

Click or tap the down arrow next to Companies

Select Multi Selection (if not already selected)
​
Picture
Picture

2. Click or tap the circle to the left of the company names that you are going to assign a sales rep (a checkmark will appear next to the company name)

Note that once you select the companies, the Sidebar now has an option "Batch Edit".
​
Picture

3. Click or tap Batch Edit

​When the Batch Edit form opens, a sentence at the top will let you know how many items have been selected and what fields are available to editing.  The available number of fields for editing will change depending on the items selected and the page.
​
Picture

4. Toggle the field that you want to update

5. Enter the Sales Rep name (either start typing the name and autofill will complete it or select "Show Options" or "See All" to view a list of sales reps in the system)

6. Click or tap ​Update Selection
​
Picture

6. Click or tap ​OK to confirm the update
​
Picture
Picture


You can do more than one batch edit at a time, as long as all of the selected items match the criteria for all the edits being made.

Here is an example of batch editing both the Contact Type and Contact Categories.

Two companies - Bay Electronics and Becker Electric - have been selected.  As you can see from the screenshot below, the Contact Type and Contact Categories are to be updated.

Toggle both fields to be edited, then enter the updated information and click or tap Update Selection and OK.

Picture

The screenshot on the left shows the updated Contact Type - "Prospect" 

The screenshot on the right shows the updated Categories List - "Ld: Heavenmade"

Picture
Picture
0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    Documentation

    ​You will find technical documentation, MRSware instructions, release notes, and general content to help MRSware users through their day on this page.

    Please use the Categories below to find documentation for each area in MRSware.

    ​You may also use the Search field above to look for specific topics. To get a more precise list of articles for a particular menu option, for example, use quotation marks around the text in the Search box, e.g. "bulk assign sales rep".

    Categories

    All
    1
    Android
    Appointments
    Auto-Complete
    Batch Edit/Bulk Update
    Categories
    Contacts
    Customers
    Data Analysis
    Duplicate Removal
    Education Module
    Email
    Email/Spam
    Email Templates
    File Share
    Google
    Hidden
    IMAP
    Installation
    Journals
    Master List
    Microsoft Office
    Mobile
    (MREPS)
    MRSweb
    New MRSware Users
    Outlook
    Payments
    Projects
    Reports/data Analysis
    RSS Reader
    Sales Force Automation (SFA)
    Search / Filter / Sort
    Sync
    Tables / Listings
    Troubleshooting
    Types
    User Manuals
    Video

    Archives

    November 2022
    September 2022
    June 2022
    March 2022
    February 2022
    January 2022
    December 2021
    May 2021
    October 2020
    September 2020
    July 2020
    June 2020
    May 2020
    September 2019
    April 2019
    September 2018
    January 2018
    August 2017
    February 2017
    January 2017
    December 2016
    September 2016
    July 2016
    June 2016
    May 2016
    February 2016
    January 2016
    December 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014
    October 2014
    July 2014
    June 2014
    February 2014
    October 2013
    September 2013
    July 2013
    May 2013
    April 2013
    March 2013
    February 2013
    November 2012
    September 2012
    July 2012
    June 2012
    May 2012
    April 2012
    December 2011
    November 2011
    October 2011
    September 2011
    August 2011
    May 2011
    April 2011
    March 2011
    December 2010
    September 2010
    July 2010
    May 2010
    April 2010
    February 2010
    January 2010
    December 2009
    November 2009
    October 2009
    July 2009
    June 2009
    May 2009
    April 2009
    March 2009
    February 2009
    January 2009
    October 2008
    September 2008
    August 2008
    July 2008
    June 2008
    May 2008
    April 2007
    September 2006
    August 2006
    July 2006
    June 2006
    May 2006

    RSS Feed

Home | Sales and Commissions | CRM | Blog |​ Pricing | Training | Support | Log In | Free Trial 
[email protected]    
​(866)795-8386
Copyright (c) 2004 -2025 EYOND
Picture
Live Services Status

​MRSware is an EYOND Integrated Solution
made in Austin, TX  USA