How to Search for Contacts in VanillaSoft

Searching for contacts efficiently is essential for both Callers and Admins using VanillaSoft. Here's a guide on how to perform searches using various methods available in the platform.

For Admins: Searching for Contacts

Admins can search for contacts with greater flexibility using the Contacts & Reports menu.

  1. Select a Project: From the Admin homepage, choose the Project where the contact(s) reside. If uncertain, you can select any project to start.

  2. Access Search Contacts: Open the Contacts & Reports menu and select Search Contacts.

  3. Enter Search Criteria: Enter any known information about the contact(s) using any default or custom fields available. If you need to search across all projects, ensure to check the "Search in all projects" box.

  4. Perform the Search: Click Search to display the results.

  5. View Contact Details: Open the contact details by clicking on the icon in the View column or directly on the contact's last name, first name, address, or company.

For Callers: Performing Quick and Advanced Searches

Callers have options for both Quick and Advanced Searches from the main Caller screen.

  1. Initiate Quick Search: Enter any known information about the contact(s) in the search field at the top-right of the Caller homepage and press Enter.
    • Note: You can also use the Search All drop-down to specify the criteria (e.g., name, company, city, etc.).

  2. Preview Contact Information: Click on the contact's row to display a preview of their information at the bottom of the page.

  3. Open Contact Details: Click the Open Contact icon on the far left of the row to fully open the contact.

Advanced Search:

  1. Access Advanced Search: Click the magnifying glass with a "+" next to the search field at the top-right of the Caller homepage.

  2. Enter Search Criteria: Enter any known information about the contact(s) using any default or custom fields available. If you need to search across all projects, ensure to check the "Search in all projects" box.

  3. Perform the Search: Click Search to display the results.

  4. View Contact Details: Open the contact details by clicking on the icon in the View column or directly on the contact's last name, first name, address, or company.

By understanding and utilizing these search functionalities, both Callers and Admins can manage their workflows more effectively, ensuring that they can quickly and accurately access contact information when needed in VanillaSoft.

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