SohoOS - 5.3 Manual do Utilizador descarregar pdf (Página 20)

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SohoOS User Manual, version 5.3

Navigating Selected Contact View

If you would like to view individual contacts, you can type a contact name into the search box below the My

Business icon. From the Selected Contact View, you can interact directly with different contacts rather than

using a broad overview of your account. This is a more detailed and specific approach to handling your

business. You can swiftly switch between My Business View and back to a contact, depending on your

current needs.

After you click a contact’s name, you will be taken to the contact details page. The menu on the right shows

a selection of options directly related to this contact. The number attached to each icon indicates the number

of related items that have been created for this contact in the applicable category.

Image 21 – Selected Contact View

Click an icon on the menu on the right to show the full list of activities in the category that are related to the

selected client.

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