This guide helps VanillaSoft Admins reopen contacts marked with the "Closed Flag." These contacts won't be contacted again unless reopened.

Understanding the Closed Flag

• Differs from an "unflagged" contact (not routed but can be reopened).
• See Understanding Call Flags and Closed Flags in VanillaSoft for unflagged contacts.

Before You Begin

• Only Admins can reopen closed contacts.

Steps to Reopen a Closed Contact

1. Log in as an Admin and select the Project containing the closed contact(s).

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2. Go to Contacts & Reports > Contact Management.

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3. Click Build a New Query or select an existing saved query.

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4. Filter Your Results
   • Choose the fields you want to filter by, including the "ClosedFlag" field (hold Ctrl/Command to select multiple).

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   • Use the right arrow to move chosen fields to "Selected Fields."

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   • For "ClosedFlag" filter:
     • Set "Filter" to "Equal To"
     • Set "Value" to "True"

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   • You can add additional filters as needed.

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5. Click Run Query to display results.

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6. Update the Flag
   • Click Perform Task once results load.
   • Select Update Contacts from the menu.

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7. Update the Closed Flag
   • Check the box next to "ClosedFlag."
   • Set "Value" to "False."

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8. Confirm and Update
   • Click Update.
   • A confirmation message will appear. Click "OK" to proceed.

Your contacts are now open and can be placed back into the routing queue by following the steps in the Re-Routing Contacts in VanillaSoft article.  

Important Notes

• Reopening a contact doesn't automatically re-flag it for routing.
• Reopened contacts don't get automatic routing priority.

By following these steps, you can effectively re-engage with valuable contacts and keep your VanillaSoft pipeline moving forward.