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How do I add followup notes? (…
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Last modified on 5/21/2018 3:01 PM by User.

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How do I add followup notes? (OASIS for iOS) (No longer supported)

Steps:

  • Tap on "Follow-Ups"
  • Scroll to or search for the project you wish to change the specifiers for
  • Select the project by tapping on the search item
  • In the Follow-Ups Entry, tap on the "Followups" tab
  • At the top, enter in the "Notes" field the followup notes you want to add.
  • Tap the "Add" button, then select the customer and contact for this followup
  • If prompted, select if you want to add the customer to the project.