Adding a Single Contact into your VanillaSoft Project

You can easily add a single contact to your VanillaSoft project, either as an Admin or a Caller. This guide will walk you through the steps to add a contact individually. 

Adding a Contact as an Admin

  1. Select Project: From the Admin homepage, select the desired project where you want to add a contact.

  2. Open New Contact Form: Open the Contacts & Reports menu and select New Contact.

  3. Enter Contact Information: Fill in all the desired information in the fields for the new contact.

  4. Save Contact: Once done, click Save.

Adding a Contact as a Caller

  1. Select Project: From the Caller homepage, open the Project and Teams menu, selecting the desired project where you want to add a contact.

  2. Open New Contact Form: Click the Add button near the top-left of the page.

  3. Enter Contact Information: Fill in all the desired information in the fields for the new contact.

  4. Save Contact: Once done, click Save.

Adding a single contact in VanillaSoft is a straightforward process that can be done by both Admins and Callers. By following these steps, you can efficiently manage and expand your contact list. For more comprehensive contact management, including batch imports, refer to the How to Import Contacts into VanillaSoft article.

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