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Sonar Docs

Contacts

Admin

Contacts are the external people you interact with — customers and guests — kept separately from your staff Members. Manage them from Contacts in the back-office navigation.

The Contacts page with columns for Name, Email, Phone, Tags, Source and Creator, and Import, Export, Add Tags, Merge and Delete actions
The Contacts list.

What the list shows

Each contact has a Name, Email, Phone, Tags, a Source (where they came from) and the Creator who added them. Use search to find a contact.

Managing contacts

  • Import / Export contacts in bulk.
  • Add Tags to group and filter them.
  • Merge duplicates into one record.
  • Delete contacts you no longer need.
Members Your staff accounts.
Meetings Invite contacts to a meeting.