mindray crm user manual for browser settings and new

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1 / 14 Mindray CRM User Manual for Browser Settings and New System Functions Contents Part One: Browser Settings................................................................................................... 2 1. Chrome Settings ............................................................................................................. 2 1.1 Check the Chrome Version ................................................................................... 2 1.2 Change Chrome setting to allow pop-up window from CRM .............................. 2 2. Firefox Settings ............................................................................................................... 5 2.1 Check Firefox version............................................................................................ 5 2.2 Change Firefox setting to allow pop-up window from CRM ................................ 6 2.3 Install Adobe Flash Player plug-in ........................................................................ 7 2.4 Stop automatic install updating in Firefox (recommended) ................................. 8 3. IE11 Settings................................................................................................................... 9 3.1 Change IE11 setting to allow pop-up window from CRM .................................... 9 3.2 Install Adobe Flash Player add-on ...................................................................... 10 3.3 Update the Adobe Reader to the latest version (recommended)...................... 11 Part Two: User Manual for New CRM Functions ............................................................ 12 1. Paste Search Criteria in Reports ................................................................................... 12 2. Sorting by Multiple Columns........................................................................................ 12 3. Cancel a Search ............................................................................................................ 13 4. New Skin of CRM.......................................................................................................... 13 5. Group and Preview in “Recent Items” ......................................................................... 14

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Page 1: Mindray CRM User Manual for Browser Settings and New

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Mindray CRM User Manual for

Browser Settings and New System Functions

Contents

Part One: Browser Settings ................................................................................................... 2

1. Chrome Settings ............................................................................................................. 2

1.1 Check the Chrome Version ................................................................................... 2

1.2 Change Chrome setting to allow pop-up window from CRM .............................. 2

2. Firefox Settings ............................................................................................................... 5

2.1 Check Firefox version ............................................................................................ 5

2.2 Change Firefox setting to allow pop-up window from CRM ................................ 6

2.3 Install Adobe Flash Player plug-in ........................................................................ 7

2.4 Stop automatic install updating in Firefox (recommended) ................................. 8

3. IE11 Settings ................................................................................................................... 9

3.1 Change IE11 setting to allow pop-up window from CRM .................................... 9

3.2 Install Adobe Flash Player add-on ...................................................................... 10

3.3 Update the Adobe Reader to the latest version (recommended) ...................... 11

Part Two: User Manual for New CRM Functions ............................................................ 12

1. Paste Search Criteria in Reports ................................................................................... 12

2. Sorting by Multiple Columns........................................................................................ 12

3. Cancel a Search ............................................................................................................ 13

4. New Skin of CRM .......................................................................................................... 13

5. Group and Preview in “Recent Items” ......................................................................... 14

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Part One: Browser Settings

1. Chrome Settings

1.1 Check the Chrome Version

Please click on the “customise and control Google Chrome” button in the upper right

corner, then click on “help �about Google Chrome” in the menu.

Please check the Google Chrome version number. We recommend you install or update

your Chrome to version 50.0.X.X or higher.

1.2 Change Chrome setting to allow pop-up window from CRM

Please click on the “customise and control Google Chrome” button in the upper right

corner, then click on “settings” in the menu.

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Please click on “show advanced settings” in the setting screen.

Then click on the “content settings” button under “privacy” as shown below.

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For users who selected “do not allow any site to show pop-ups (Recommended)” under

“Pop-ups”, please add “[*.]mindray.com” as allowed item in “manage exceptions”. For

other users who selected “allow all sites to show pop-ups”, please ignore this.

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2. Firefox Settings

2.1 Check Firefox version

Click the “Open Menu” button at the top-right part of Browser as showing below, and

Click ”About Firefox”.

Check Firefox version (version number is ESR 52.2.0 in the following example) in the

pop-up window. We recommend you install Firefox Extended Support Release (download

link for ESR version: https://www.mozilla.org/en-US/firefox/organizations/all/) or Firefox

version 49.X.X or upper.

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2.2 Change Firefox setting to allow pop-up window from CRM

Click the “Options” menu in the “Open Menu” panel.

Select the “Content” Tab, for the users who checked the “block popup window” option,

please click the “Exceptions” button and add allowed sites https://crm.mindray.com and

http://crm.mindray.com

For the users who did not check the “Block popup window” option, please ignore this.

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2.3 Install Adobe Flash Player plug-in

Click the “Add-ons” menu in the “Open Menu” panel.

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Click on the “plugins” tab, please make sure the “Shockwave Flash” plugin is in the list

and it’s active. If the “Shockwave Flash” plugin is not installed in your Firefox, please visit

website https://get.adobe.com/flashplayer in Firefox to download and install it.

2.4 Stop automatic install updating in Firefox (recommended)

Click the “Options” button in the “Open Menu” panel, and select “Advanced” tab. In

“Update” options, do not select “Automatically install updates”.

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3. IE11 Settings

3.1 Change IE11 setting to allow pop-up window from CRM

Click the “Tools” button in the upper right corner, then click on “Internet options” in the

menu.

Choose “Privacy” tab in the pop-up window. For users who selected “Turn on Pop-up

Blocker”, please add “crm.mindray.com” as allowed item in “Settings”. For the other

users, please ignore this.

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3.2 Install Adobe Flash Player add-on

Click the “Tools” button in the upper right corner, then click on “Manage add-ons” in the

menu.

Click on the “Toolbars and Extensions” tab, please make sure the “Shockwave Flash

Object” add-on is in the list and it’s enabled. If the “Shockwave Flash Object” add-on is

not installed in your IE11, please visit website https://get.adobe.com/flashplayer in IE11

to download and install it.

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3.3 Update the Adobe Reader to the latest version (recommended)

For users who installed Adobe Reader XI or lower versions, please visit

https://get.adobe.com/reader to update your Adobe Reader to the latest version. The

new Adobe Reader will be easier to use when you print orders in CRM.

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Part Two: User Manual for New CRM Functions

1. Paste Search Criteria in Reports

In the new Version of CRM, users can paste multiple search items in the reports. The

operation is pointing the cursor at the search field then pasting the values.

2. Sorting by Multiple Columns

Users can sort the report result list by up to three columns in the new Version of CRM.

Please sort by one of the columns first, then click and hold the “SHIFT” button, and click

on other columns to sort.

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3. Cancel a Search

Users can click on the “Cancel” button shown in the picture below to cancel a search.

Users can use this function only when the CRM skin type is “CORBU”.

4. New Skin of CRM

Click on “Personalize” to open the personalization screen, then click on “Personalize

Layout” to change the skin. The “NOVA” is the former skin type, and the “CORBU” is the

new skin. “CORBU” is recommended.

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5. Group and Preview in “Recent Items”

The “Recent Items” is grouped by system classifications in the new version of CRM.

When users point the cursor on the recent item title, the preview window will pop up.