Osmos Cloud

You can assign a vendor or intermediary from the customer module when creating a client.  Go to the drop-down option "Vendor", and sele...

When clicking on “Verify” Osmos will check for duplicate records containing same email, phone number or business name. If a duplicated is found you wi...

  You will be prompted a message like this one “Duplicate record found in email for User: xxxxxx. Do you want to proceed?” If you proceed it will simply cr...

In the customer module, go to section "contact information". Here you can add the Facebook, Twitter and LinkedIn ID's. Once the ID's a...

  You can add as many billing or mailing addresses as you need, BUT you can only assign one default billing and one default mailing address. The default ca...

  Go to customer module and open the "Billing and Mailing Address" section for the client you want to modify. From here you can edit a current ad...

  Check the default box on the address that you want to mark as default on the quote / contract / invoice.

  Form of contact is required because it measures one of the most important aspects of your business. You can review this information in the report section...

  The client score is assign to your client and the idea is to help you identify and rate clients by importance for your business. It can be used to rate y...

  Client review is the feedback that a client gives to the business.  This rating is calculated when a client participates on a survey done by the business...