Help Guide for Accounts

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Discovering a Client Location

Questionnaires and proposals have an activity page that allows you to see where your clients are located – this lets you know if a client shares the questionnaire or proposal with colleagues, and if they are checking from the road.

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Discovering Client Browser Usage

Questionnaires and proposals have an activity page that allows you to see what browsers clients use – this is especially valuable for web design firms, and knowing whether your client checks their email from their phone. If you hover over each icon, it will tell you what the browser and OS for each line is.

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Importing Contact Information

On the main navigation within the Osmosis product, select Clients to see the list. From this screen, you can select to add a new Client. This allows you to add client information. If you select a client from the existing clients page, you can also edit these fields for existing clients. When you create a questionnaire, you can quickly create new clients.

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Customizing the Osmosis Look and Feel

From the settings page, select ‘Theme’. From the Theme page, select to choose a logo from the first setting. From the Theme page, you can set colors Osmosis uses within questionnaires. For Proposals, you can customize the entire page CSS.

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Adding a Logo

From the settings page, select ‘Theme’. From the Theme page, select to choose a logo from the first setting. Once you upload a file, select ‘Save’, and Osmosis will use your logo where appropriate.

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