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Followups (OASIS for iOS)
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Last modified on 5/22/2018 8:57 AM by User.

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Followups (OASIS for iOS)

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Frequently Asked Questions

  • How do I see only my followups?
  • How can I view my followups by customer?
  • Can I change the sort order for the Follow-Ups Listing?
  • How do I add followup notes?
  • Can I filter the followups on a quote to see only one customer?
  • How can I follow a project?
  • Can I change or add specifiers on a quote?

Full Documentation

  • Followup Listing
  • Followup Entry
  • Followup Editor