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OASIS Screens»Representatives Buttons
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Last modified on 4/27/2017 7:53 AM by User.

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Representatives Buttons

Toolbar Buttons
 

     

Button / Field Purpose / Action
   New

Creates a new Representative

   Open Opens the selected Representative
   Find Representatives Opens the Find Representatives Dialog window
   Print ***
   Find Displays or hides the blue sidebar with Find, Lists and Filter.
   Help Opens the main screen for the OASIS User Guides

Menus

File

Button / Field Action / Purpose
               New Creates a New Representative
              Open Opens selected Representative
            Find Search for Representative
        Export Export selected Representative
    Refresh Refreshes the Representative listing
          Delete Deletes the selected Representative (NOT RECOMMENDED)
           Print ***
    Preferences Opens the Preferences editor
             Close Closes OASIS

New

        File

        

        General

    

        Contact Information

 

        Contacts

 

    Contact Buttons

  

Button / Field Purpose / Action

Create new contact

Creates a new contact
Add existing contact Adds a contact already in the database
Add new contact Adds a new line so that you can add the contact to the representative

Open Selected contact
Opens the contact so that it can be edited
Remove Contact Removes the contact from the representative
Preferences Allows you to change the setup of the columns

Create new contact

Add existing contact

Add new contact

Open Selected contact

Remove Contact

Preferences

    Display

       Sort

  Representatives

  Attachments

 

Edit

Button / Field Purpose / Action
Copy Copy the text displayed in the columns shown in the Representatives listing

Tools

Button / Field Purpose / Action
Reassign Representative Changes the Representative on all associated transactions from the 'Current' Representative selected. to 'New' Representative selected. (The example below show the Representative being changed from Ingen to Agency 2.)
Current O2O Maps Populates a list of all of the existing mapping from External IDs to OASIS for Manufacturers, Customers and Representatives. 

Reassign Representative

Current O2O Maps

Help