Sanoflow’s Contacts module acts as a central database for all your customer information, enabling teams to maintain an organized and segmented customer list.

This module can be accessed through the navigation list on your left side of the screen, then go to Contacts.

When using this module you will be able to use different widgets which are:

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 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..



Tags 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 Campaigns 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!

This one of Sanoflow's unique features, which allow you through settings to add any custom field 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.

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: