Understanding the Default Team in VanillaSoft

The Default Team in VanillaSoft is where contacts are listed if no specific team is assigned. By default, all contacts are automatically included in the Default Team unless otherwise configured. When a contact is part of the Default Team, the Team field is left blank.

Running Queries or Reports on the Default Team

To run a query or generate a report based on contacts in the Default Team, you need to filter for the Team field as blank. This filter will display all contacts without an assigned team, effectively showing only those in the Default Team.

Creating Teams

For information on creating teams within your project, refer to the How To Make a Team article.

Steps to Filter for Default Team Contacts

  1. Access the Query or Report Module: Navigate to the section where you create queries or reports.
  2. Set the Filter: In the filter options, set the Team field to Blank.
  3. Run the Query or Report: Execute the query or generate the report to view contacts in the Default Team.

By following these steps, you can efficiently manage and report on contacts in the Default Team. For more detailed information on team creation and management, refer to the relevant VanillaSoft support resources.

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