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Features for Sales Agents»Inbox
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Last modified on 10/24/2012 12:20 PM by User.




Many groups use the OASIS inbox feature to load faxes, emails or other files requesting quotes or orders directly into OASIS.  These requests may or may not be directed to a particular person. For example, faxes may come into an agency and are stored in a file on a server. OASIS can be setup to grab those faxes and pull them into the OASIS Inbox. You can then designate a person in the office to manage the invoice queue assigning entries to other users as desired. From the Inbox, those messages can be used to create a new project or order.  Messages referencing existing projects or orders can be attached to the existing transaction.

The inbox is used to receive data from external systems including:


  • Faxes received electronically*
  • Emails sent to a "global" email address
  • EDI data feeds
  • Web site integration

*Electronic fax solution required.  OASIS is compatible with most third party solutions on the market.