Frequently Asked Questions for OASIS
OASIS Video Knowledge Base - See what's new in 2.7!
Setup and Configuration
- Setup Sheets
- Database Connection Setup
- Resell
- Windows User Account Controls
- Backups & The OASIS Database
- Converting Initial Data into OASIS
By Application
- Home Screen
- Calendar2
- Contacts
- Manufacturers
- In Box (Faxes, e-mail, EDI, web and more!)
- Customers
- Representatives
- Quotes/Projects
- Price Lists
- Price Lookup 2
- Samples
- Submittals 2
- Orders
- Invoices
- Payments
- Reports
- OASIS Web
- Configuration (Admin)
Global OASIS Concepts
- Attachments Tab
- Preferences - Moving, Deleting and Adding Columns in Any Screen
- Search Binoculars
- Using Search Keys in OASIS
- Apply Search Keys
- Glossary of Terms used in OASIS
- Other Quick Tips
- The Configure View Window
- Long and Short Markups - Understanding the Math OASIS Uses
Advanced Concepts
- Recording "Engineering Service", labor charges and other billings
- Changing List Views
- Processing orders and quotes for another office
- User Workgroup Access
- Closing (Pulling) Files Using OASIS
- Auto assigning sales accounts and percentages
- Paying Commissioned Sales People
- Sending Mass Email
- OASIS 2G/1.5G options
OASIS User Groups!