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
- The Terms Tab
- The Accounts Tab
- The Goals Tab
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 List Preferences- This article discusses how to sort customers by customized fields.
Customer Communication- The articles listed below discuss features to manage customer contacts.
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