How To Delete a Team – Vanillasoft

Deleting a team in VanillaSoft requires careful planning to ensure all contacts are properly reassigned and that the action is performed correctly. This guide will walk you through the steps to delete a team, including moving contacts to a different team and the deletion process itself. Note that deleting a team cannot be undone, and restoring a deleted team will require creating a new one.

Important Considerations

Before deleting a team, someone with Admin access must move any contacts currently assigned to that team to another team. This can be done by running a query. For more details, refer to the How to Build a Query in Contact Management and Update Contacts Using a Contact Management Query articles.

Assign Contacts to a Different Team

Select Project: From the Admin homepage, select the desired project where the team resides.
Access Contact Management: Open the Contacts & Reports menu from the top and select Contact Management.
Build a New Query: If you don't have an existing query built, select Build a New Query.
Select Fields: Select the Team field from the Select Fields list. You may select additional fields if desired.
Move Fields to Selected Section: Click the right-arrow to move the field(s) into the Selected Fields section.
Set Filter for Team: In the Selected Fields window, open the Filter drop-down for Team and select Equal To.
Select the Desired Team: Open the Value drop-down and select the team you want to reassign contacts from. You may set additional filters if desired.
Run the Query: Select Run Query to see a list of your results.
Perform Task: Click on the Perform Task option.
Update Contacts: In the Actions to Perform on Query window, select Update Contacts.
Select Team Checkbox: Check the Team checkbox.
Enter New Team Value: Open the Enter Value drop-down and select the team where you want to move the contacts. Leave blank to move contacts to the Default Team.
Update Contacts: Once you're pleased with your configuration, click Update.
Confirm Update: Click OK on the confirmation popup to move the contacts.

Delete the Team

Select Project: From the Admin homepage, select the desired project where the team resides.
Access Teams: Open the Field Customization menu from the top and select Teams.
Delete the Team: Click the X to the left of the team name you want to delete.
Confirm Deletion: Click OK to confirm.

Deleting a team in VanillaSoft is a straightforward process, but it requires ensuring all contacts are properly reassigned first. Remember, this action cannot be undone. If you need to restore a deleted team, you'll have to create a new one. For more information on creating a new team, refer to the How To Add a Team article.

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