How To Add a Single Contact

With VanillaSoft, you can add a single Contact to your Project. This gives you the freedom to ensure your contact list is entirely up to date, even on short notice or if a new Contact is needed on the fly. Below are the steps to add a single Contact to a Project.

Note: If you want to know how to batch import contacts, please view our How to Import Contacts article.

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Adding a Contact as an Admin

  1. Log in to VanillaSoft as an Admin.
    Log_In_to_VanillaSoft.jpg
  2. Select the desired Project where you want to add a contact.
    Select_Project.jpg
  3. Under Contacts & Reports, select New Contact.
    Contacts_and_Reports_then_New_Contact.png
  4. Enter all desired information in the fields for the new Contact.
    Enter_information_for_New_Contact.png
  5. Once done, click Save.
    Click_save_for_new_contact.png

 

Adding a Contact as a Caller

  1. Log in to VanillaSoft as a Caller.
    Log_In_to_VanillaSoft.jpg
  2. Open the Project and Teams menu.
    open_the_project_and_teams_menu.png
    • If you don't have access to the Project and Teams menu, skip to step 4.
  3. Hover over the desired Project, then select the desired Team.
    hover_over_project_then_select_team.png
  4. Click Add.
    Click_add_caller_side_new_contact.png
  5. Enter all desired information in the fields for the new Contact.
    Enter_information_caller_side_for_new_contact.png
  6. Once done, click Save.
    Click_save_caller_side_for_new_contact.png

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