Contacts and Tasks
Associate/Trash a Note
How to associate a note to a contact or a task on iOS Open the note. Click Associate at the bottom of the note. Choose between Contact and Task. Click on the contact or the task to which the note needs to be associated. How to associate a note to a ...
Add Notes
Capture your thoughts with notes in Zoho Solo. If required, you can associate each note with a contact or a task to keep track of relevant information. Notes can be added in four ways: Through the Notes module Through the + icon on the homescreen ...
Edit, associate, bill, and adjust a timer
How to edit a timer Round time: The total time calculated can be rounded up to the nearest round value by clicking the Round Time option below the timer display. For example, when a timer stops at thirty minutes and fifty seconds, it can be rounded ...
Add Timer
What is a Timer? Timer in Solo helps you assign and calculate the amount of time taken to complete a job. You will be able to bill the customer based on the time spent on the job with the help of the Timer feature. Add Timer on iOS The following ...
Scan Business Cards
Scan business cards with ease and add them as contacts in Zoho Solo using the card scanner feature. Refer article to manually add contacts. Refer article to add contacts from phone. Card scanner is a Pro feature. Click here to learn more about Solo ...
Set Reminders
What is a Reminder? A reminder is a prompt or notification designed to help someone remember appointments, deadlines, important dates, and other responsibilities. They serve as a handy tool for staying organized and ensuring that important tasks are ...
Add Contacts
Centralize and categorize your business contact list using Solo. Link tasks, events, invoices, and expenses to the contacts for improved context and organization. Contacts can be added and categorized as customers, leads, and partners in Solo. ...
Share, save, edit, and delete a contact
Share a Contact on iOS A contact can be shared by clicking the Share icon at the bottom of the contact and by choosing a medium from Airdrop, Messages, Mail, Notebook, Notes, and so on. A contact can also be copied or saved to files. It can also be ...
Mark a task complete and edit, delete, and create an invoice for a task
Mark a task completed Make sure to mark a task Completed once the works associated with the task is accomplished, to avoid tasks listing under overdue. To mark a task completed: Open tasks through the Tasks module, or from the search option on the ...
Create and edit an event
What is Event in Solo? Events can be an appointment with partners, customer meetings, and so on, while reminders can be scheduled for the events to make sure they are never missed. Note: Events can be created within contacts. To create an event on ...
Create Task
Daily tasks can be recorded and tracked in Solo to make sure they are completed on time and never pass the due date. Tasks can be added in three ways: Through the Task module Through the + icon on the home screen By clicking the Date tab on the ...
Import Contacts
In Solo, you can import existing contacts on your phone and save them as customers, leads, and partners. This feature eliminates the hassle of entering customer details manually when adding contacts. To import a contact on iOS: Click on the Settings ...
Sort Contact
Sort contacts easily in Solo by sorting Name and Modified date. To sort contacts on iOS: Click on the Settings icon in the bottom-left corner of the home page. Go to the Contact module. On the top-right corner, click on the three dots and click Sort ...
Add events, invoices, tasks, and expenses within a contact
For effective tracking of tasks, payments, and expenses related to the job, it is recommended that you associate the involved customer. To ease the procedure, Solo enables creation of invoices, expenses, tasks and events right within the contacts. ...
Sort Task
Tasks can be sorted by using the filter and sort options. To sort tasks using the filter option on iOS: Click on the Settings icon in the bottom-left corner of the homescreen. Go to the Task module. In the top-right corner of the page, click on the ...