Contacts

The Contacts page allows users to create and track contacts for customer and manufacturer entries. This page will provide a list of all the features and tools available in the Contacts page in Legacy OASIS. 

Using the Find Feature in Contacts

Creating a Contact- this article discusses how to create a contact from the Contacts page, Customers page, and Manufacturer page. 

Contact Editor- this article discusses the process for editing an existing contact. It includes a brief overview of the tabs available in this editor.

• Assigning a Salesperson to a Contact

Contact Management- the articles listed below discuss contact management features available in this page. These include features that allow for greater organization when communicating with numerous contacts at once.

• Creating Groups of Contacts
• Sending Mass Emails to Customer's Contacts
• Creating Contact Mailing Labels
• Importing .vcf Contacts

Contacts Conversations View- this article discusses the conversations view, which organizes many features in one convenient location.

• Leaving Catalogs
• Quick Sample Checkout from Contacts

Contact Configuration Tool- this article explains how to configure company data that can be applied to a particular contact. This includes, sales stage, groups, departments, and job positions.