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Features
  List of Features:

In OIA everything is integrated together.  Things are easy to find and well organized.  The time saving and ease of use means that you can concentrate more time to your business.


One of the most powerful feature in OIA is that you can link Accounts, Projects and Events together.   Once an event is created, it can be automatically linked to a particular project, which in turn can be linked to a particular account.  The same is true for uploaded files as well.  That way, you can simply pull up a project or account, and all the events and files belonging to the project or account are instantly available.

Your can further customize your OIA by categorizing your accounts into different account types.  For example, you may use the Account Type feature to group your accounts by geographical regions or businesses.

The following is a list of the major features that come with every OIA account:

 
Accounts
This is used to setup your accounts (customers).  You can further define Account Types which can be used to categorized your accounts.  You can add new accounts but, for security and privacy reasons, can only delete accounts that you have created yourself, i.e. you cannot delete accounts created by other uses within your group.

See our tour for more details

 
Projects
You can add/edit/delete projects with this feature.  As with the Account feature, you can also create your own Project Categories to be used to categorize your projects.  Each project can be linked to a particular account.  You can invite our users in your Group to "collaborate" on a project.   All events in a "shared" project are available to all shared users for the project.  

See our tour for more details

 
Events
Events are entered here and can be linked to a particular project, or to a particular account, or none at all, i.e. a standalone event.   Each event can have it's own event category.  That way, you can easily retrieve, for example, all events for a given category.  Event can be collaborated if they are shared to different users within the same group.  Each event can have a history of sub-notes and can be assigned to any shared user in your group. Event status help you keep track of progress. 

There's a variety of event views available to you in OIA.   There's the standard List view which show you in columnar format your events (by default any non-done events will be shown).  You can also view events in Calendar format - Monthly, Bi-Weekly, Weekly or Daily.  And then, there's the A-List view (short for what-did-you-"A"ccomplished view).   

With the A-List, you have a bird's eye-view of what needs to be done and what you have "accomplished."  It gives you a break down of "unscheduled" events versus "scheduled" events.  All "unscheduled" events (i.e. not assigned to any particular date or time) and it'll show you any scheduled events (regardless if they are done), 2 days ahead, today, and 5 days in the past.  There's a checkbox next to each scheduled event which not only tells you if they are done or not, but also as a quick way to "done" an event.

See our tour for more details

Message
Use this to send "in-house" messages to communicate with your co-workers (other uses in your group) or alert yourself to an upcoming event. A red blinking light will flash next to this Option if there's any new message coming in.

See our tour for more details

 
Forum
This is the venue by which users in a Group have open discussion.  You can create different topics and each has their own separate thread.

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File Management
This feature allows you to not only create new files on-line (text files only) but also upload any files from your PC.  Once in your file-list, you can view, edit (if text file), move or assign to a particular account or project, or download it back to your PC.   You can share your files with other users in the same group. 

See our tour for more details

 
Bookmark/Link
Use this to setup your favorite hyperlinks;  Wherever you go, you have instantly access to your "favorite" links.   Links can further be categories by link categories, e.g. music, work, etc.

See our tour for more details

Setup and Customization
You can use this to setup the different categories (e.g. project, event and link categories), as well as account types.  This is also used to maintain the list of users in your Group.  Only "admin" level users have access to this feature.

 See our tour for more details

Search/Custom Search
Everything is searchable - Accounts, Projects, Events, Files.  You can search, for example, events for a given date range, by Status (open or done), by keyword (partial or not) in title or content, by Account and/or Project, or by category.  

See our tour for more details

 
Money Management
Each event also have an "monetary" field which can be used to keep track of numbers (e.g. billable hours) or monetary amount.  

For example, you can create an account for your checkbook, and create events for this account to track your expenses and income.  You can get a tally of this amount field by using the Event List view.

See our tour for more details

Backup/Restore
Aside from our server backup, you can also get a backup of the essential data in your database (accounts, projects, events) to your local hard drive anytime.  

Restore: We will need to do this for you for a nominal fee.

See our tour for more details

 

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