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.
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.
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.
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