Contacts

OASIS can attach and track contacts throughout the entire system, allowing users to email or fax directly. Users can also change contact association and maintain all the history that has been collected over time. A contact must be in the system in order to be used fully by OASIS. This page will discuss all the features and tools available in the Contacts page. However, new O4 developments will soon update these features.

Introduction to Contacts

Using the Find Feature in Contacts

Creating a Contact- This article discusses the three methods for creating a contact. Contacts can be created from the Contacts page, the Manufacturer page, and from the Customer 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.

• The Company Details Tab
  • 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.

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