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Distributor Version»Contacts for Distributors
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Last modified on 2/1/2013 2:42 PM by User.

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Contacts for Distributors

 

In OASIS, contacts are people you do business with daily. We encourage users to enter all business contacts they have in OASIS as it allows you to add helpful information to jobs and reporting. Contacts can be associated with a:

·                Manufacturer

·                Architectural firm

·                Engineering firm

·                Owners

·                Custom roles

OASIS can attach and track contacts throughout the entire system allowing you to email or fax directly*. You can quote any contact stored in OASIS directly associating that contact to any transaction.

 

·         Use OASIS as a companywide rolodex.  Store email and fax information for everyone to access

·         Track conversations

·         Create search keys that allow the user to rapidly make mailing lists etc.

 

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