Customers

OASIS allows users to track and store all information related to customers, as well as any specifiers related to each project. Users can customize entries to allow for ease of organization and automatic processes. This page discusses all the features and tools available in the Customers page. However, new O4 developments will soon update these features.

Introduction to Customers

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
  • Sales Accounts, Assigning Sales Accounts to Customers and Influence
• The Terms Tab
  • Setting Up Customers for Resell
• 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

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