Built-in To-Do Lists
Task Management
OAM2 includes a to-do list feature which allows you to create and manage tasks. Write a description of the task and then add extra details in the Notes field.
Personal and General To-do Lists
A task can be assigned to a specific user, or as a general task for anybody / everybody to complete. Incomplete tasks are shown on each users home page, and can be marked as complete simply by ticking the check box.
Due date
An optional Due Date can be added to a task. This lets the user know when the task should be completed by, and also highlights overdue tasks for immediate action.
Customer
Some tasks may relate to a specific customer. The customer can be selected from the customer list.
Status
Tasks can be Incomplete, Completed, or Cancelled.
Browse and Search
As well as appearing on the Home page, tasks can browsed, or conveniently searched.
FREE 30-day trial
Sign-up for a FREE 30-day trial.
- Easy sign-up process for free trial account.
- No obligation.
- Data automatically transfers to paid account.
Pricing
OAM2 is provided as an inexpensive monthly subscription.
For full details check out our available packages.
Special Offer - FREE Import
For a limited time we are offering a FREE import of your existing customer data.
Once you have signed up for a trial simply send us your client data as an Excel or Comma-separated file, and we will import it straight into your customer database.
Questions?
If you have questions regarding OAM2, please contact us. One of our friendly customer service representatives will be happy to help you.
