Contacts are people that you do business with daily. We encourage users to enter all contacts they have in OASIS as it allows you to add helpful information to jobs and reporting.
Taskbar Buttons
| Buttons | Purpose |
|---|---|
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Creates a new contact |
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Opens selected contact |
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Find contacts (when clicked, filter options window appears) |
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Print selected contact |
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Send email to selected contacts |
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Switch between full and spreadsheet view |
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Shows or hides the search/task bar |
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Direct link to the help documentation |
Search Menu
| Field/Button | Purpose |
|---|---|
| First: | First name of the contact |
| Last: | Last name of the contact |
| Company: | Company that pertains to the contact |
| Phone: | Phone number pertaining to the contact |
| EMail: | Email address that pertains to the contact |
| Find | This button, when clicked, will search with the specified filters |
| Group: | This will filter by the specified group in the Marketing field in the Contact Editor |
| Show All (by Group) | This will show all the contacts in the system, organized by Group |
| Prospects | This will filter to only the contacts that are specified as prospective customers/contacts |
| Customers | This will filter to only contacts specified as customers (determined by their company) |
| Representatives | This will filter to only contacts specified as representatives/agencies (determined by their company) |
| Manufacturers | This will filter to only contacts specified as manufacturers (determined by their company) |
| Active WWW Login | This will show only the contacts that have an active login for web access |
| Inactive Login | This will show only the contacts that have an inactive login (or expired) |
| Conversations | This allows a user to view the conversations that took place between a contact and a user in a certain range of time |
Find Menu
Basic
| Field/Buttons | Purpose |
|---|---|
| First | Searches based on the first name of the contact |
| Last | Searches based on the last name of the contact |
| Company | Searches based on the company of the contact |
| Active | Searches only active contacts/customers |
More
| Field/Buttons | Purpose |
|---|---|
| Manufacturer | This will filter the contacts for specific manufacturers |
| Customer | This will filter the contact for specific customers |
| Role | This will filter by the role of the contact |
| Assigned To | This will filter by the user/workgroup that the contact is assigned to |
| WebUser | This will filter by the name of the Web Access UserID |
File (Buttons)
| Buttons/Field | Purpose |
|---|---|
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Allows you to create a new contact, new contact like, or new multiple entry contact |
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This will open the selected contact |
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This will search the contacts using the specified filters |
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This can be used to export a contact, generally this needs to be done by an Oasis Administrator |
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This will refresh the contact screen |
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This will delete the selected contact |
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This will print a list of all the contacts that are shown |
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This will print a list of all the contacts that are shown (same function as Print) |
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This will print labels to be sent to the contacts selected |
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This will allow an user to change what columns are shown on the contacts screen |
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This will allow an user to configure the Sales Stages, Groups, Department, Job Position |
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This will close out Oasis |
Configuration
| Buttons/Fields | Purpose |
|---|---|
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Adds a new row |
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Removes the selected row |
Tools (Buttons)
| Fields/Buttons | Purpose |
|---|---|
| Apply Tags | Applies search tags |
| Tag Selected | This will tag the selected contact |
| WWW Notify | This will notify of new order status as an email |
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