Customers

Users can track and store information about customers. This page lists all the features and tools available on the Customers page in Legacy OASIS.

Using the Find Feature in Customers

Configuring Data for Customer Entries

Creating a Customer- this article walks through the process of creating a new customer and defines the fields available in each tab of the customer editor. For more detailed instructions on customer setup, please view the articles below.

• Setting Up Parent/ Child Relationships for Customers
• Setting Up Customers for Resell
• Creating Customer Accounts
• Setting Up Goals for Customers
• Setting Up Goals by Sales Account
• Assigning Customer Roles
• Assigning Alternate Roles

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

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