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SohoOS User Manual

SohoOS User Manual

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Published by: atukbaraza on Sep 14, 2012
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 1
SohoOS User Manual,
version 5.3
 
Get It Done
 
USER MANUAL
An in-depth guide to gettingthe most out of your business
August 2012
 
 
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 2
SohoOS User Manual,
version 5.3
 
Table of ContentsCreating an Account with SohoOS ............................................................................................... 4
 
Personalizing Your SohoOS Account ........................................................................................... 5
 
General Settings ........................................................................................................................................ 5
 
Change Your Password ............................................................................................................................ 5
 
Payment History ....................................................................................................................................... 6
 
Currencies and Exchange Rates .............................................................................................................. 6
 
Tax Calculations ....................................................................................................................................... 7
 
Terms and Conditions ............................................................................................................................... 7
 
Purchased Items ........................................................................................................................................ 8
 
Docs Storage ............................................................................................................................................ 8
 
Sharing ........................................................................................................................................................ 9
 
Invite a Friend ........................................................................................................................................... 9
 
Importing Your Contacts ........................................................................................................................... 9
 
Business Info ........................................................................................................................................... 10
 
Change Your Email ................................................................................................................................. 11
 
myPage ..................................................................................................................................................... 12
 
Settings ................................................................................................................................................... 12
 
Contact Info ............................................................................................................................................ 13
 
Me on the Web ....................................................................................................................................... 14
 
Description .............................................................................................................................................. 15
 
Portfolio ................................................................................................................................................... 15
 
SohoOS
 
Business Directory ................................................................................................................... 15
 
Using Your SohoOS Account ...................................................................................................... 17
 
Navigating My Business View ................................................................................................................ 18
 
Navigating Selected Contact View ......................................................................................................... 20
 
Details ..................................................................................................................................................... 21
 
Notes ...................................................................................................................................................... 21
 
Contact Management ............................................................................................................................. 22
 
Clients ..................................................................................................................................................... 23
 
Leads ...................................................................................................................................................... 23
 
Personal Contacts .................................................................................................................................. 23
 
 
 
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 3
SohoOS User Manual,
version 5.3
 
Vendors .................................................................................................................................................. 23
 
Business Tools ............................................................................................................................. 24
 
Estimates .................................................................................................................................................. 24
 
Invoices ..................................................................................................................................................... 25
 
Items .......................................................................................................................................................... 26
 
P.O. (Purchase Orders) ........................................................................................................................... 27
 
Docs .......................................................................................................................................................... 28
 
Soho Shop ..................................................................................................................................... 29
 
Introducing the Soho Shop ..................................................................................................................... 29
 
Soho Shop Features ................................................................................................................................ 30
 
The Client Machine ................................................................................................................................. 31
 
Super-Sized Storage .............................................................................................................................. 32
 
Personalized Backups ............................................................................................................................ 32
 
Premium Support .................................................................................................................................... 33
 
myPage Themes ..................................................................................................................................... 34
 
Business Document Library .................................................................................................................... 34
 
White-Labeling ........................................................................................................................................ 35
 
Leads Widget: Get More Customers for Your Business ......................................................................... 35
 
Invoice Templates ................................................................................................................................... 36
 
Time Tracker ........................................................................................................................................... 37
 
Currency Converter ................................................................................................................................ 39
 
SohoOS Support ........................................................................................................................... 40
 
Live Support ............................................................................................................................................. 40
 
Video Tutorials ......................................................................................................................................... 40
 
Webinars ................................................................................................................................................... 40
 
Walkthrough ............................................................................................................................................. 41
 

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