How to Copy Call Scripts within a Project and to another Project

Admins can easily copy Call Scripts within the same Project and to another Project. This makes it easier to replicate your best practice scripts across projects.

To copy a Call Script within the same Project:

  1. Login to VanillaSoft as an Administrator.
  2. Click on the Projects menu on the top left and select a Project.
  3. Click on the Field Customization menu and select Call Scripts.
  4. Select the Call Script you would like to copy.
  5. Click the 'Copy Call Script' button.
  6. Enter a name for the new script.
  7. Click OK.

To copy a Call Script to another Project:

  1. Login to VanillaSoft as an Administrator.
  2. Click on the Projects menu on the top left and select a Project.
  3. Click on the Field Customization menu and select Call Scripts.
  4. Select the Call Script you would like to copy.
  5. Click the 'Copy Call Script' button.
  6. Enter a name for the new script.
  7. Select the 'Copy to another project' checkbox.
  8. Select the other Project from the drop-down.
  9. Click OK.
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