Customers

OASIS allows users to track and store information related to customers. This page will provide a list of all the features and tools available in the Customers page in Legacy OASIS.

Using the Find Feature in Customers

The Customer Editor- This article walks through the process of creating a new customer and editing an existing customer entry. It provides a brief overview of the available tabs of the editor. For more detailed instruction utilizing the various tabs, please view the articles below.

• The General Tab
  • Setting Up Parent/ Child Relationships for Customers
• The Terms Tab
  • Setting Up Customers for Resell
• The Accounts Tab
  • Creating Customer Accounts
• The Goals Tab
  • Setting Up Goals for Customers
  • Setting Up Goals by Sales Account

Customer Configuration- This article explains how to configure business data that is related to a particular customer. This includes phone kinds, roles, influence, and ranks.

• Customer Roles

Customer List Preferences- This article discusses how to sort customers by customized fields.

Customer Communication- The articles listed below discuss features to manage customer contacts.

• Setting Up Mass Emails to Customer Contacts
• Creating a Customer Phone Book