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Contacts»Creating a Contact from Mfg or…
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Last modified on 7/18/2013 4:28 PM by User.

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Creating a Contact from Mfg or Cust

 

Creating a Contact from the Manufacturer or Customer Section (preferred) 

This is by far the most used method and the one we recommend in training.

  • In a Manufacturer or Customer, go to the Contacts tab
  • There are several buttons on the toolbar; the first button will go through the same process as above for creating a contact.

For this example, click the third button on the toolbar

  • This will add a blank line ready for entry

Enter the information for this contact on the line, especially consider adding the email address – being able to send an email to a specific person from OASIS is one of the important features.

 

To  add a user or to add another contact, hit the New Line   button again. Repeat the steps above.

 

Once complete, hit OK or Save and Close