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Customer Entry (OASIS for iOS)
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Last modified on 5/22/2018 8:48 AM by User.

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Customer Entry (OASIS for iOS)

(No longer supported)

 

For Frequently Asked Questions, click here

Header Info

  • Customer Name - The name of the Customer
  • Customer Type - The Role/Type of the customer
  • Assigned To - The user assigned to this customer
  • Photo - Tap to assign a photo to this customer, or view the current photo

Menu Items

  • Edit - Open the Customer Editor
  • Add Contact - Tap to open the Contact Editor and add a new contact to this customer
  • Attachments - Opens the Attachments Panel for this customer
  • Help Menu - The help and support options. Click here for more details.

General Tab

  • Phone - Tap to call the customer
  • Website - Tap to open the website for this customer in a web browser
  • Address - Tap to show this address on your map application
  • Notes - The internal notes for this customer

Contacts Tab

  • Contacts Listing - Tap an item to open the Contact Entry, or tab the Activity Indicator (i) icon for more actions.