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OASIS Screens»The Home Screen
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Last modified on 10/24/2014 3:16 PM by User.

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The Home Screen

Toolbar Buttons

  

Button / Field Purpose / Action
 Print Prints the home screen to the specified printer.
 New Reminder Creates a new reminder.
 New Project Creates a new project.
 New Quote Creates a new simple quote.
 New Daily Quote Creates a new daily quote.
 New Commissioned PO Creates a new commissioned order.
 New Resell PO Creates a new resell order.
 
 Find This button currently has no functionality on the home screen.
 Help Opens the Home Screen user guide.

Bottom Fields

Button / Field Purpose / Action
Job Key either the job name or a pounds sign (#) followed by a quote number. (e.g. "The Project" or "#1234"). Matching quotes and related orders will be shown. The wild card (*) is allowed for project names only.
Company Key all or part of a company name to show matching customers and contacts. The wild card (*) is allowed.
PO Key all or part of a PO number to find matching purchase orders. The wild card (*) is allowed.
First / Last Key all or part of the first and last names to find matching contacts. The wild card (*) is allowed.
Find Press to activate a search for the above.
MFG / cat# / Find Key the manufacturer and all or part of a catalog number to search and return the first learned matching submittal.

Menus

File

New

Menu Item Purpose / Action
New Reminder Creates a new reminder.
New Event Creates a new calendar event.
New Project Creates a new project.
New Quote Creates a new simple quote.
New Daily Quote Creates a new daily quote.
New Commission Order Creates a new commissioned order.
New Resell Order Creates a new resell order.

E-Mail Preferences

Button / Field Purpose / Action
Save Saves the current settings for this machine.
Cancel Closes the preferences screen without saving.
Send Test Sends a test e-mail to support@oasissalessoftware.com so that a support specialist can notify you that you have configured e-mail correctly.
Connector Tab

The connector tab has a number of e-mail configuration options to choose from. The E-Mail Connector drop-down selects which one to use.

Microsoft Outlook on Windows

Button / Field Purpose / Action
Install Redemption Installs the Redemption DLL files which allow OASIS to communicate with older versions of Outlook.
Email Address Contains the user's e-mail address which OASIS will use to send mail.
SMTP

Button / Field Purpose / Action
Encryption Used to select which method of encryption to use, or not to use encryption at all.
Server The IP address or fully-qualified domain name of the SMTP server.
Port The port number under which the SMTP server is running.
User User account with which to log into the SMTP server.
Password Password to be used to authenticate with the server.
Auto CC each email When selected, any email that is sent is auto CC (copied) to the user sending the email.
Debug Write debug information to the log file when an email is sent.
Email Address Contains the user's e-mail address which OASIS will use to send e-mail.
Registered EML Application

Button / Field Purpose / Action
Email Address Contains the user's e-mail address which OASIS will use to send e-mail.
Mozilla Thunderbird - CLI

Button / Field Purpose / Action
Locate Allows configuration of the desired Thunderbird binary to use.
Email Address Contains the user's e-mail address which OASIS will use to send e-mail.
MAPI

Button / Field Purpose / Action
Email Address Contains the user's e-mail address which OASIS will use to send e-mail.
Old Default Email Client

Button / Field Purpose / Action
Email Address Contains the user's e-mail address which OASIS will use to send e-mail.
Signature Tab

The text entered in the box will be inserted at the bottom of all e-mails sent through OASIS.

Preferences

Show Tab

Button / Field Purpose / Action
Show Last X check boxes Indicates which recent items to show and how many of them per category.
Calculate... Check to enable weekly PO totals. Drop-down menus determine which values to show on the grid.
Show Bid Board Check to enable the bid board.
Sort by Bid Date

Check to sort bid board by bid date.

Show Bid Board Locations Check to enable showing bid board locations.
Entire Bid Board / My Workgroup / My Bids Only Choose which bids to see on the bid board.
Hide dispute notes Check to hide dispute notes.
Hide Disputes Check to hide disputes.
Show product menu drop-downs. Check to show product menu drop-downs. These appear when typing part numbers to help you complete your selection.
Show order status in quotes Check to show the order status in quotes.
Show message popups from other users (and FAX) Check to enable message popups set by other users.
Show All Problem Orders (Company Wide) Check to show problem orders from more than just your workgroup.
Display Tab

Button / Field Purpose / Action
Font Size Positive or negative number by which to modify font size in the home screen.
Look and Feel The global theme used by OASIS windows. It is recommended to leave this on Metal.
Read Only Row Colors The alternating colors used by rows the user is not permitted to modify.
Editable Row Colors The alternating colors used by rows the user is permitted to modify.
B Toggles boldness of font.
B Toggles italicization of font.
Font Drop-down Selects the font.
Size Drop-down Selects the default font size.
Reset Sets all the settings on this screen to their respective defaults.

Refresh

Reloads the currently-shown screen.

Company Calendar

Shows the company calendar for quick viewing of events.

Office Phone Numbers

Prints a report of the office contact information.

Print

Prints the home screen being shown to local printer.

Change Password

Opens the dialog to change the password of the current user.

Close

Exits OASIS.

Reports

My Order Summary Report

Opens the My Order Summary Report dialog.

My Reports

Saved reports (see the reports section) may be set to show in this menu. Set the flag "Home Page" is selected for this user. 

Help

Welcome

Section Purpose
Reminders Shows your currently-active reminders.
Samples to Return Lists samples with upcoming return dates.
Today's Agenda Lists events for today.
New Messages Lists your unread messages.
Non-Transmitted Orders and Change Orders Lists all POs that have not been transmitted or have been changed.

Bid Board

Section Purpose
Bid Board Lists the bids on the bid board.
Select Choose a workgroup here for which to see the bid board.
Ranking Guide Shows the different bid board ranks with colors.

Recent Items

This section will list all recently-worked-in transactions, categorized by section (Projects, Orders, etc.).

Events

This section expands on the Today's Agenda section on the Welcome screen, showing all events rather than a few.

Problem POs

This section lists all orders marked as having issues to be resolved. The blue PO numbers can be clicked to open the transaction.

Followed Jobs

This section displays all projects that are being followed by the current user, along with the associated customer and task information for those projects.

Weekly Totals

This section shows weekly order totals, provided the user has proper security access. The columns and rows can be configured in File > Preferences: