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
	Creates a new contact
	Opens selected contact
	Find contacts (when clicked, filter options window appears)
	Print selected contact
	Send email to selected contacts
	Switch between full and spreadsheet view
	Shows or hides the search/task bar
	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

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)

File Buttons

Buttons/Field	Purpose
	Allows you to create a new contact, new contact like, or new multiple entry contact
	This will open the selected contact
	This will search the contacts using the specified filters
	This can be used to export a contact, generally this needs to be done by an Oasis Administrator
	This will refresh the contact screen
	This will delete the selected contact
	This will print a list of all the contacts that are shown
	This will print a list of all the contacts that are shown (same function as Print)
	This will print labels to be sent to the contacts selected
	This will allow an user to change what columns are shown on the contacts screen
	This will allow an user to configure the Sales Stages, Groups, Department, Job Position
	This will close out Oasis