March 2023 | W1016A0

Ingen Software will be closing early at 2pm CST on Friday, March 31st

Attention OASIS Admins

This month's production release comes with changes to the database tables. The March update will take some time to apply, and we recommend waiting until the end of the business day to accept it. This will require that ALL users are out of the program when the update is received.

If you have OASIS Admin rights, please DO NOT click to accept the update until your agency is certain it is ready. When the first user restarts OASIS, it will apply the changes to the tables. This is the part that will take some time, and you will want only one user to apply the update in OASIS. Let this run overnight. Once that update is done, everyone can return to OASIS with no problem.

If you are not an OASIS Admin, you may ignore this message.

You have already received this update if you are one of our current Beta test companies.

Please contact support at 501-843-6750 or Support@oasissalessoftware.com if you have any questions or concerns.

Commission Reconciliation - April 2023 Webinar!

Click the button below to register for this quarter's webinar going over Commission Reconciliation! 

The Win/Loss Tile

The Win/Loss tile can be used to track win, loss, and unknown quote status percentages, compare those percentages to another time period, and allows for a litany of filters, so that you can narrow down the data to exactly what you're looking for.

Support Tokens

Since O4 is web based, our support team can oftentimes log in to your database for troubleshooting without the need for remote access to your entire computer through the use of support tokens. This reduces liability for both parties, avoids conflict with internal IT and company firewalls, and thus reduces the time it takes for issues to be resolved.

Projects Quick Tip

In the Bill of Materials options can be collapsed in O4. This allows for a more clean and organized look and feel of the Bill of Materials. You can close options you aren't working on to focus on those you are without losing any data.

Preferences

Nearly every screen in OASIS has preference options that allow a user to only see the columns and features that they use. This allows for a focused and clean OASIS work environment. Unfortunately we can't offer the same for your physical work environment.

Preferences is also the best first place to look if you can't find a feature that you notice someone else using.

Mass Email

From the Contacts, Manufacturers, or Customer page, users may send emails to many different groups or specific contacts all at once. These emails can be personalized and allow users to attach documents and files as needed. The 'Send Multiple Emails' window is a great tool for mass marketing your company by making use of your OASIS contact database

Holding Ctrl (on Windows) or Command (on Mac) as you choose these various contacts allows for multi selecting precisely who you'd like to email.

March 2023 Release Notes:

O4 | Legacy