Contacts Overview

sanoflow’s contacts module acts as a central database for all your customer information, enabling teams to maintain an organized and segmented customer list getting here this module is accessible by admins and managers mainly, unless a user has permissions to access the contacts module this module can be accessed through the navigation list on your left side of the screen, then go to contacts contacts navigation when using this module you will be able to use different widgets which are add contacts columns search filter exporting contacts add contacts with this feature, you will be able to add new contacts at all times you can go ahead and press add contact to start this process when pressed, a list will appear requiring you as a user to add some information that can be mandatory and others that are optional information that is mandatory will have a red star " " at the end of it in this case, the first and last name are mandatory labeling your contacts labeling your contacts can assist you in various ways, especially with operational excellence, and providing a high quality customer service experience you can label your contacts as a vip contact, a blacklisted contact, or a frequent contact etc you may only add one label per contact adding a customer tag to your contacts' profile inbox docid 5xtal1fi1fb7jpmtkqx1w are an essential part if you're planning on benefiting from all of sanoflow's modules with tags you will be able to send targeted campaign overview docid\ l2mc5rgqdzmqrvspyabdw to contacts holding a specific tag for example, you are sending out a promotion with a 20% discount on the laser services, with adding tags to your contacts that are interested or use your laser services; you will be able to send out this promotion directly to all contacts holding this tag tags also assist you as a user when you are trying to filter for contacts with a specific background or service usage with the right tags added, you can ease out your search process and save up a lot of time! custom fields this one of sanoflow's unique features, which allow you through settings to add any enquiries docid\ y xzv04geon2q7zxxboco that is related or essential to your business for example, a healthcare facility gives each contact a patient id , therefore, as a healthcare facility you may add this custom field to your add contact required fields for more steps and information on how to add these custom fields, please go to our custom fields section in our settings module columns you can find your contacts’ records and information in the contacts table most of the column headers have a filter icon that allow you as a user to filter the column according your preferences you may sort the records of these columns by clicking on the column headers note that the information shown in your contacts table depends on the columns you have permission to display by default, the following columns are displayed true false 159,325false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type faqs can i assign more than one label to a contacts overview docid\ up4bnxkk5yvc b2k r6sq ? no currently, sanoflow allows only one label per contact (e g , vip, blacklisted, etc ) what’s the difference between a tag and a label? tags are used for segmentation and targeted actions like campaigns, while labels are used to classify contacts (e g , vip or blacklisted) for internal operational purposes can i bulk import contacts into the module? bulk import is not covered in this section please check the “import contacts” option in the contacts module or consult the data import section under settings what happens if i try to save a contact without filling the mandatory fields? the system will prompt you to complete all mandatory fields marked with a red asterisk ( ) before allowing the contact to be saved are custom fields visible in the contacts table by default? no custom fields must be added through the settings module and then manually included in the visible columns if you have the necessary permissions can i filter contacts by last interaction date? yes use the filter icon next to the “last interaction date” column in the contacts table to filter by specific dates or ranges can i hide certain columns from the contacts table? yes visibility of columns depends on your user permissions if permitted, you can customize which columns are shown what type of information is searchable using the search bar? you can search contacts using first name, last name, phone number, email, and other available fields depending on your access level how do i remove a tag or label from a contact? to remove or change tags/labels, open the individual contact profile, edit the field, and save the changes does the contacts module automatically update messaging channels (e g , whatsapp, instagram) for a contact? yes once a contact engages via a supported channel, the corresponding messaging platform icon will appear under the “messaging” column automatically