Customers in OASIS includes Distributors, Architects, Engineers, Contractors, etc., basically anyone who you do business with or might be a part of a job.
OASIS not only tracks distributors and contractors, but also tracks "specifiers" related to each Project/Job. OASIS uses this information for job status, customer follow-ups and reporting. We highly encourage groups to enter all the customers that can be invloved in a job.
- Creating a new customer - Customer Editor
- Customer Roles (Distributor, Architect, Engineer, Contractor, Owner, etc)
- Sending Mass Email to Customers (Contacts)
- Customer Configuration
- Parent/Child Relationships for Customers
- Sales Accounts, Assigning Sales Accounts to Customers and Influence