User's Manual

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SohoOS User Manual, version 7.0
You can also create a new contact by clicking the icon on the top bar. You will be asked to choose
between a Client, Lead, Personal Contact or Vendor. Choose the applicable option and you will be taken to
the contact creation screen. Fill out the details and click Save to add the new contact to your list. To invite
your new contact to SohoOS, check the Invite to SohoOS box. Direct communication within the system is
coming soon.
You can also create a new contact from directly within an estimate, invoice, or purchase order.
Image 27 – Adding a new contact
Clients
Clients are the contacts who purchase products or services from you. If you create an estimate or invoice for
someone who isn’t on your client list, you will have the option of automatically generating a new client from
within your newly created document.