O4

Welcome

• What is O4?
• Setting Up Two-Factor Authentication
• Setting Up a User for O4
• User Types for OASIS
• O4 Base URL and Notification Account Setup
• Inside Sales View vs. Outside Sales View

Resources

• O4 Development Status & Feature Comparison
• 2023 O4 Release Notes
• Generating a Support Token for OASIS Support
• O4 Keyboard Shortcuts
• User Security Access for Creating Tiles
• O4 Web Menu in Legacy OASIS

O4 Walk Through

• O4 Batch Technology
• O4 Configuration
• O4 Contacts
• O4 Conversations
• O4 Customer Portal
• O4 Customers

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O4 Tiles

• O4 Tiles Overview
• The Bid Board Tile
• The Invoice Summary Goal Tile
• The Order Summary Goal Tile
• The Order Summary Tile
• The Quote Monitor Tile

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O4 Videos

• O4 Conversations Video
• O4 Samples Video
• O4 PAT Aging Video
• O4 Two Factor Authentication Video

All O4 Articles

• 2021 O4 Release Notes
• Adding Customers to a Project in O4
• April O4 Release Notes: W1016A0 - W1019D4
• April O4 Release Notes: W911D3 - W918C7
• August O4 Release Notes: W1033A4 - W1036C5
• August O4 Release Notes: W929C5 - 933D4

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