SohoOS - 5.3 User Manual download pdf (Page 21)

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SohoOS User Manual, version 5.3

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 22 – Details page

Click the Edit button on the top of the page to change the details of your contact, or click Delete to remove

the contact.

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 23 – Notes page

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SohoOS - 5.3 User Manual Page 21