Archive - EYOND / MRSware : Blog / Docs / Training

Sales Rep on Customer vs. Sales Rep on Order/Invoice

The default Sales Rep assigned to a Customer is used for Orders/Invoices, but can be overridden to apply credit to another Rep/Territory as needed.

Jun 30 •

Commission Due Analysis Revisited

Data Analysis' Commission Due is for showcasing Invoices that have not been paid yet, i.e. do not appear on a Payment Entry. Excellent for diving into…

Jun 23 •

March 2025

Charts on Every Page

Every list in Web -- including things like Customer, Orders, and Opportunities -- all have a Charts button that brings up a variety of metrics visually…

Mar 25 •

Track and Analyze Win / Loss

I close out deals every day. Sometimes we don't have a feature an agency is looking for; sometimes we don't have the right price. Instead of just…

Mar 22 •

June 2024

Constant Contact

Integrate Constant Contacts bulk mailing, open tracking and link click tracking with your MRSware contacts and activity history.

Jun 14, 2024 •

November 2023

AI, AI, everywhere you look! Leverage AI for your business

Everywhere you look there are discussions around AI, it's potential impact on work, life, and the world in general.

Nov 30, 2023 •

August 2023

Saving Maps, Grouping Contacts

In the same way that we create Contact groups for Companies or Individuals, using Categories, we can filter, sort, and save our lists used to make Maps…

Aug 28, 2023 •

MRSware Pre-Fall Promotion, Customer Mapping, Google Sync, and Sales Importing

Pre-Fall Newsletter Promotion

Aug 24, 2023 •

Active Customer Map

I want to make sure I am not missing any of my customers on a trip through the territory next week... Give me a map of my active customers, ones who…

Aug 7, 2023 •

July 2023

ChangeLog: edit Mail Senders List in Web

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

Jul 27, 2023 •

June 2023

ChangeLog: Invalid Emails view in Individuals

Need a little help finding those invalidly formatted emails that have crept into the contacts list over the years? This new view under Individuals…

Jun 7, 2023 •

May 2023

What's this database all about, and why is it better than a spreadsheet?

We touched upon the subject of databases versus spreadsheets in a fairly recent blog post, "Databases take your spreadsheet headaches away", and I…

May 27, 2023 •

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