2023 was full of new and exciting OASIS developments, but it's nothing compared to what we have in store for you in 2024. | |
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We're thrilled to formally share our OASIS Ecosystem concept, our goal of creating a comprehensive system of products and services designed to facilitate streamlined communication, enhance knowledge building, and support workflow optimization between your inside sales users, outside sales users, and customers, from project start to finish.
The OASIS Ecosystem will allow OASIS users and their customers to work quickly to identify and confirm project requirements by making information related to quotes, submittals, orders, and invoices easily accessible, all while prioritizing data security.
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Though we already have several features and services that have allowed you to streamline your processes, such as O2O files and the O4 Customer Portal, these features are just the beginning of what the OASIS Ecosystem will offer. | |
We’re starting the year off strong, with the first major milestone of this initiative launching next month. | |
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Folio Sheets is an innovative new service providing automated cut sheet highlights for agents.
Over the past year, our team identified several significant lighting manufacturers and has worked diligently to download, highlight, and upload cut sheets ready for use at our customers' disposal.
All users will have to do is enable Folio Sheets in Legacy OASIS or O4 and map the manufacturers they represent in OASIS. Then, any part number matches found inside the submittal editor will automatically pull in professionally highlighted cut sheets, saving you hours of time and effort.
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Excited? We are, too!
Users eager to get started can proactively receive a quote for Folio Sheets, allowing them to turn on the service as soon as it's available in production. To receive a quote, please email our Sales team at sales@oasissalessoftware.com.
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But we're not stopping there. Following the release of Folio Sheets, we'll continue focusing our efforts on strengthening the OASIS Ecosystem with new and improved tools, features, and products with all the necessary resources to help you succeed, including: | |
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Launching an OASIS Certification program that will empower users to take control of their OASIS experience and improve their knowledge with self-paced, specialized training. Companies can leverage the OASIS Certification program for onboarding and employee development training needs alike, and OASIS users can exhibit their OASIS Certification as a qualification for their job role.
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Launching our Ingen Portal that will allow our users to manage their OASIS services, including generating quotes, downloading invoices, and making payments, all without contacting our sales team. This technology will eventually be passed along to our O4 customers to make their account receivable processes just as easy.
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Releasing new O4 reporting tiles that offer numerous metric tracking capabilities and automatic emailed updates to internal staff and external customers. Three new tiles are already available now; see the O4 section of this newsletter!
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Publishing regularly scheduled short videos that will cover tutorials, tips, and tricks to help OASIS users uncover new ways to get the most value out of our products and services in 10 minutes or less. These short videos will accompany our continued initiative of hosting free quarterly webinars covering key OASIS concepts, best practices, and new features.
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Stay tuned to our newsletters to be the first to hear about Folio Sheets' launch details and the release of our other new, upcoming products, services, and features as we work to create a thriving OASIS Ecosystem! | |
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The price increase for our products and services is now effective as of January 1st, 2024. For more information, please read our 2024 Price Increases help article.
Note: O4 prices will not increase as this service is currently in development and heavily discounted. Please read our
O4 Development Status & Feature Comparison help article for quarterly updates regarding the development status of O4 and discount.
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2024 Server Maintenance Schedule | |
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Our server maintenance windows occur on the Saturday following each monthly production release from 8:00 AM - 8:00 PM central time.
During these maintenance windows, operating system updates and patches will be applied to our Windows and Red Hat Linux servers, firewalls, and switches as necessary. Therapeutic reboots of virtualization hosts may also be performed.
O4, Cloud, and Sync customers may experience temporary outages during these windows. Users can bookmark our 2024 Server Maintenance Schedule to keep track of upcoming server maintenance dates.
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January 6
February 10
March 9
April 6
May 11
June 8
July 6
August 10
September 7
October 5
November 9
December 7
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The O4 Dashboard has been removed from Legacy OASIS for non-O4 customers. To access the O4 Dashboard as an O4 customer, users must have the Hybrid (O4/Legacy) User Type assigned, and the Base URL must be entered in Global Settings. | |
New Tiles Available for Testing | |
Three new tiles are available and undergoing user testing! | | |
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The Order Monitor Tile tracks specific order issues and notifies inside staff when an issue has been identified.
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The Quote Follow Up Tile provides a list of quotes to follow up on each week, creating a to-do list tailored to each user's needs.
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O4 offers two-factor authentication (2FA) as an additional layer of security. Users can enable 2FA themselves, or an OASIS admin can enable it for a single user or all users.
Once enabled, users will be asked to provide a confirmation code each time they sign in. If a user remains signed in for more than 30 days, their access will expire, and the user will be signed out.
For a visual walkthrough, watch our Two-Factor Authentication Setup Tutorial.
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Review Manufacturer Hit Rates | |
Our Manufacturer Statistics tool provides an overview of a manufacturer's hit rate for quotes and orders. Users can review the overall count and values of won, lost, and unknown transactions or narrow the results by product or vertical market. | |
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Users can change the timeframe to a sliding 12-month scale, the previous 6, 12, or 24 months, or a single year from the past five years to view exactly what they need to power business decisions. | |
We spend a lot of time and money each year assessing and implementing various security measures. Our OASIS Sales Software Security Recommendations article explains the security measures taken for each product and service used and measures you can take to keep your data safe going into 2024. | |
Uncover Money Left on the Table | | |
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The Order Transaction Report's Orders Written Off report style identifies orders that have been closed with a balance due. The report can be generated based on the order's release date or entry date, and orders can be filtered and grouped by various criteria to help you find exactly what you need! | |
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Clipboard notes are an easy way to create and access frequently used notes to optimize your processes. Clipboard notes can be created for yourself or all users.
It's important to note that the Clipboard feature is location-specific, meaning Clipboard notes are only available for the field in which they are created to keep your notes organized. For example, a Clipboard note created for the Remarks field will not appear when using the Clipboard feature for the Notes column in the BOM.
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