SohoOS - 5.3 Manual do Utilizador descarregar pdf (Página 22)

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SohoOS User Manual, version 5.3

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 24 – View by menu and search

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. Each has unique functionality, as outlined in the

section below. 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.

Image 25 – Adding a new contact

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SohoOS - 5.3 Manual do Utilizador Página 22