How to Re-Open a Contact in VanillaSoft

Re-opening a contact in VanillaSoft will make the contact open again, but it will not automatically place the contact back into the routing queue. If you want to place an open contact back into the routing queue or move a contact to the top of the routing queue after higher-priority contacts, follow the steps in the Re-Routing Contacts in VanillaSoft article.

To understand the difference between an open flag and a call flag, refer to the Understanding Call Flags and Closed Flags article.

Note: In order to re-open a contact, Admin access is required.

 

Steps to Re-Open a Contact

  1. Access the Contact Management Section: From the Admin homepage, open the Contacts & Reports menu and select the Contact Management section.

  2. Build the Query: Click Build a New Query to build a query from scratch. , or
    buildquery.png
    • Or, select a previously built query by clicking Select this Query and choosing Edit this Query from the menu..
      editquery.png
  3. Add Fields: Select the ClosedFlag field, then click the blue arrow to move the field into the Selected Fields list. Add any other desired fields you want to filter by or update contacts based on.

  4. Apply Filters: For the ClosedFlag field, open the Filter drop-down and select Equal To, then open the Value drop-down and select True. Apply any additional filters for other added fields if applicable.

  5. Run the Query: Once all fields and filters are configured, click Run Query to display a list of contacts to be re-opened.

  6. Confirm Results: Verify that all displayed contacts are the ones you want to re-open. Then, open the Perform Task menu and select Update Contacts.

  7. Update the ClosedFlag Field: Check the ClosedFlag checkbox in the Include Following list, then open the Enter Value list and select False. Make any other desired updates, then click Update when done.

  8. Confirm the Update: Click Ok on the confirmation pop-up to commit the request.

The system will run the process and refresh the Query Results list. If done correctly, the list should be empty, displaying a Your query returned no results message.

Important: This process only re-opens the contacts. To place contacts back in the routing queue or move them to the front of the queue, follow the steps in the Re-Routing Contacts in VanillaSoft article.

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