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OASIS Screens»Contacts Buttons
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Last modified on 8/2/2018 10:10 AM by User.

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Contacts Buttons

Contacts are people that you do business with daily. We encourage users to enter all contacts they have in OASIS as it allows you to add helpful information to jobs and reporting.

 

Taskbar Buttons

 

Buttons Purpose
Creates a new contact
Opens selected contact
Find contacts (when clicked, filter options window appears)
Print selected contact
Send email to selected contacts
Switch between full and spreadsheet view
Shows or hides the search/task bar
Direct link to the help documentation

Search Menu

Field/Button Purpose
First: First name of the contact
Last: Last name of the contact
Company: Company that pertains to the contact
Phone: Phone number pertaining to the contact
EMail: Email address that pertains to the contact
Find This button, when clicked, will search with the specified filters 
Group: This will filter by the specified group in the Marketing field in the Contact Editor
Show All (by Group) This will show all the contacts in the system, organized by Group
Prospects This will filter to only the contacts that are specified as prospective customers/contacts
Customers This will filter to only contacts specified as customers (determined by their company)
Representatives This will filter to only contacts specified as representatives/agencies (determined by their company)
Manufacturers This will filter to only contacts specified as manufacturers (determined by their company)
Active WWW Login This will show only the contacts that have an active login for web access
Inactive Login This will show only the contacts that have an inactive login (or expired)
Conversations This allows a user to view the conversations that took place between a contact and a user in a certain range of time

Find Menu

Basic

Field/Buttons Purpose
First Searches based on the first name of the contact
Last Searches based on the last name of the contact
Company Searches based on the company of the contact
Active Searches only active contacts/customers

More

Field/Buttons Purpose
Manufacturer This will filter the contacts for specific manufacturers
Customer This will filter the contact for specific customers
Role This will filter by the role of the contact
Assigned To This will filter by the user/workgroup that the contact is assigned to
WebUser This will filter by the name of the Web Access UserID

 

File (Buttons)

File Buttons
Buttons/Field Purpose
Allows you to create a new contact, new contact like, or new multiple entry contact
This will open the selected contact
This will search the contacts using the specified filters
This can be used to export a contact, generally this needs to be done by an Oasis Administrator
This will refresh the contact screen
This will delete the selected contact
This will print a list of all the contacts that are shown 
  This will print a list of all the contacts that are shown (same function as Print)
This will print labels to be sent to the contacts selected
This will allow an user to change what columns are shown on the contacts screen
This will allow an user to configure the Sales Stages, Groups, Department, Job Position
This will close out Oasis

 

Configuration

 

Buttons/Fields Purpose
Adds a new row
Removes the selected row

 

Tools (Buttons)

Fields/Buttons Purpose
Apply Tags Applies search tags 
Tag Selected This will tag the selected contact
WWW Notify This will notify of new order status as an email