User's Manual

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SohoOS User Manual, version 7.0
Notes
While viewing a contact, you can click Notes to access a page where you can write records, reminders or
history related to this contact. These notes will only be viewable from the specific contact’s Notes page, and
will not be visible to the contact.
Image 25 – Notes page
Contact Management
Your contacts can be found on the left menu of your homepage. You can either scroll through your entire list
of contacts or choose to view by type (Client, Lead, Personal Contact or Vendor) via the View by: dropdown
menu, which is located below the Search Contacts box. You can also start typing a contact's name in the
Search Contacts box to bring it up immediately. Once you have located the desired contact, click the name
to see the contact's details.
Image 26 – View by menu and search