User's Manual

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SohoOS User Manual, version 7.0
Details
This is essentially the profile of your contact, containing the contact information, recent activities feed and
other relevant information. All changes made to each contact will show up chronologically under Recent
Activities along with any item, invoice, etc. related to the contact that you create or update.
Image 24 – Details page
The red buttons on the top bar give you several actions you can perform. Invite your contact to join SohoOS,
click Invite. Click Estimate to create a new estimate for the contact. Click Invoice to create a new invoice for
the contact. Click Message to send a direct email to the contact. If the Message button doesn't appear, click
Edit, add the contact's email address and click Save. Now the Message button will be visible.
Click the Edit button on the top of the page to change the details of your contact, or click Delete to remove
the contact.