Adding a Single Contact into your VanillaSoft Project

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.

Jump to a specific area of this article by selecting one of the sections here:

• Adding a Contact as an Admin
• Adding a Contact as a Caller

Adding a Contact as an Admin

1. Log in to VanillaSoft as an Admin.
   
   

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2. Select the desired Project where you want to add a contact.
   
   

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3. Under Contacts & Reports, select New Contact.
   
   

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4. Enter all desired information in the fields for the new Contact.
   
   

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5. Once done, click Save.
   

Adding a Contact as a Caller

1. Log in to VanillaSoft as a Caller.
   
   

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2. Open the Project and Teams menu.
   
   
   • If you don't have access to the Project and Teams menu, skip to step 4.

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3. Hover over the desired Project, then select the desired Team.
   
   

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4. Click Add.
   
   

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5. Enter all desired information in the fields for the new Contact.
   
   

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6. Once done, click Save.