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Contacts»Toggling between Standard View…
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Last modified on 4/29/2015 4:06 PM by User.


Toggling between Standard View and Conversations View

To access the new conversations view in contacts, users will need to change the view.  Click on the view button as shown below.

It will change the view to look like the following picture.  To change it back click on the highlighted button. 

Enter Conversations, by clicking the Add button, entering the note, click Add - keeps these notes in chronological order

Create Reminders with this Contact to show on your Home Screen or others

Leave Catalogs/Literature and Samples left or shown to this Contact

Also, any time this contacted is quoted the quote entry will be shown

Manage your Contacts in OASIS and track everything you have going with them!