My VanillaSoft
Helpful Articles for Individuals
- Check Status of Your Support Tickets
- Contact VanillaSoft
- Getting Logged Out of VanillaSoft
- Getting Started
- How To Change Your Personal Information
- Submit a Ticket to Support
Knowledge Base Articles
Webleads & Integration
- Format for Incoming Web Leads
- Format for outgoing web leads
- How to Set Up Incoming Web Leads
- How to set up Merchant Services Gateway Integration
- How to set up outgoing webleads
- How to Set-up Auto Import of .csv File from Email Attachment
Appointment Setting & Calendar
- Appointment Setting in VanillaSoft
- How do I add an external agent calendar to set appointments to?
- How do I create a Calendar Event?
- How to assign Appointment Setters to Users/External Agents
- How to cancel a call back or appointment from a calendar
- How to change or remove my Google Calendar Set up
Caller Workflow
- Can I set a specific time between dials when using progressive dialing?
- Can I Skip a Contact?
- Error: Back from search takes me to another page instead of the search screen
- How do I add a comment?
- How do I find a contact that I called earlier?
- How to pause call backs from routing to work in general call queue
Contact Management
- CSV File won't import because it has semi-colons as seperators instead of commas
- How can I assign contacts to a specific user?
- How can I reopen closed contacts to call again?
- How do I convert my Excel file into a CSV file?
- How do I de-dupe my contacts?
- How do I import a default value into a field?
Email Use and Configuration
- Can I attach documents to my mass Emails?
- Does Vanillasoft store the sent emails?
- Error: Problem Enabling Mass Email
- How do I insert a link in an Email Template or Call Script?
- How do I test an Email Template before making it available to users?
- How do I upload images to VanillaSoft for Email Templates?
Page Layout
- Call Script not showing up in Contact Script page
- How do I insert contact information into Call Scripts?
- How do I manage the Result Codes that show in the Quick Result Call box?
- How to Add and Format Custom Fields
- How to add VoIP Hud to a Contact Page Panel
- How to Create Call Scripts
Project Customization
- Automatic Email and/or SMS by Result Code
- How do I add a document into the Document Library?
- How does VanillaSoft handle daylight savings time?
- How is Contact's local time Determined?
- How many contacts can I have in a project?
- How to Assign Scripts to Teams or Lead Status
Reporting & Dashboard
- What do the different colored balls mean on the dashboard?
- Can I create graphics of my reports?
- Can I run a report across all projects?
- How do I see how many dials per hour my callers are making?
- How is Duration time calculated?
- How is Login time calculated?
Routing Filters
- Advanced Mode Routing Filters
- Geolocation Filters
- How to Use Point-to-Point Proximity Routing Filters
- Intellective Filter Assignment
- Intellective Filter Caller Access
- Intellective Routing Filters
Routing Queue
- After a contact is resulted, the contact routes right back. Why?
- Contact Routing Priorities
- How do I assign Call Priority to contacts?
- How do I get my newest contacts to route first?
- How do I get to my next contact?
- How do I use “My Routing Filters” on the salesperson side?
Third-Party Providers
- Counterpath's Bria 4 Softphone User Guide
- Error: 'Page Cannot Be Displayed' when I click the phone number with Skype
- How do I set up Dialing and Recording with Toktumi VoIP
- How to Configure Polycom Deskphones for VS VoIP (ConnectMeVoice)
- How to install Test Controls in IE
- How to set up dialing with a landline
User Management
- Cancel VanillaSoft Account for USHA Agents
- Changing Division Leaders for USHA Agents
- How do I allow Users to switch themselves between projects and teams?
- How do I format Date Fields in my account?
- How do I remove or add a Call recording or auto-dialing license?
- How do I restrict a User from certain projects/teams?
VanillaSoft VoIP
- "Device Activation Limit Reached" Error when Logging In to VS Connect
- Download and Login to VS Connect
- How do I Live Hot Transfer (3-Way) with VanillaSoft VoIP (ConnectMe Voice)
- How does SmartCaller ID work?
- How does VanillaSoft upload call recordings when using VS VoIP (ConnectMe Voice)?
- How fast should my internet connection be?
Video Tutorials and Webinars
Webinars
Tips and How-To's
- Feature Focus: Contact Management
- Feature Focus: How to Create a CrossTab Report
- Feature Focus: How to Create an Advanced Report
- Feature Focus: How to Create an Express View Report
- Feature Focus: Reporting Overview
- Feature Focus: Result Codes