Tiles Overview

The OASIS Desktop Home Page served as a dashboard years before the concept became popular. When designing the Home Page in OASIS Online, the goal was to create a more intuitive and customizable interface to enhance the user experience. That's why we created Tiles.

Tiles are Online-exclusive reporting applications that display complex information in a compact and convenient format. Each tile regularly runs, interprets, and automatically shares updates, keeping you up to date with the information that matters to you.

Tile Articles

Check out our tile documentation to get started customizing your Online Home Page:

• Activity Tile: Tracks user and contact activity across OASIS Desktop, OASIS Online, and the Customer Portal.
• Aged Customer Invoice Tile: identifies overdue customer invoices and tracks customer payment trends to support smart reconciliation efforts.
• Bid Board Tile: Serves as the Online upgrade of the Bid Board in Desktop OASIS, offering more versatility and capability.
• Order Monitor Tile: Tracks specific order issues and notifies internal staff when an issue has been identified. 
• Order Summary Tile: Tracks sales and earnings for the current day, month, week, or year based on the order's entry date.
• Order Summary Goal Tile: Tracks order sales and compares these values to a set overall or stretch goal.  
• Invoice Summary Goal Tile: Tracks invoices and compares the sales value to a set overall goal or stretch goal.
• Quote Follow-Up Tile: Provides a list of quotes to follow up on throughout the week, creating a to-do list tailored to the user's needs.
• Quote Monitor Tile: Tracks specific quote issues and notifies internal staff when an issue has been identified. 
• Win/Loss Tile: Tracks the overall hit rate for the company, an individual customer, or other criteria.
• Samples Tile: Tracks samples that are checked out, available, due this week, and overdue. 
• Shipping Notification Tile: Provides emailed shipping updates on orders to internal staff and customers.

To learn how to edit tiles and check their update status, read our Managing Tiles help article.