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 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! custom fields 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 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 column description name this column will provide you with the first name and the last name of your contact this column can be alphabetically arranged from a > z or z > a through the arrow next to the word name gender this column will display the gender of the contact nationality this column will display the nationality of the contact tags this column will display the tags assigned to the contact phone this column will display the phone number of the contact messaging this column will display all the channels this contact is linked to for e g whatsapp, messenger, instagram email this column will display the email address of the contact last interaction date this column will display the last time we communicated with this contact faqs