How to Add a Comment to a Contact

Adding comments to a contact in VanillaSoft is a crucial practice for keeping track of important details and staying organized. This guide will walk you through the steps to add a comment, explain the benefits of doing so, and highlight what to do if you need to modify or remove a comment.

Steps to Add a Comment to a Contact

  1. Locate the Comment Panel: When viewing a contact, find the comment panel, usually located on the far right side of the screen.

  2. Type Your Notes/Comments: In the comment panel, type your notes or comments. Ensure that the information is clear and concise.

  3. Select a Result Code: After entering your comments, select an appropriate Result Code to save the comment(s). This action will save your comments and associate them with the contact record.

What to Do if the Comment Panel Isn't Visible

If you cannot see the comment panel, it is likely that the Admin has moved or removed it. In this case, you will need to reach out to your Admin for assistance in locating or restoring the comment panel.

Benefits of Including Comments

  • Track Important Details: Comments allow you to keep a detailed record of interactions, ensuring you don’t miss any critical information about the contact.

  • Stay Organized: By adding comments, you maintain an organized record of your communications, making it easier to follow up and manage your workflow.

  • Enhanced Collaboration: Comments help other team members understand the history and context of interactions with a contact, facilitating better teamwork and collaboration.

Modifying or Removing Comments

  • Caller Restrictions: Once a comment has been added, it cannot be modified by the Caller. This ensures the integrity of the information recorded.

  • Admin Actions: If a comment needs to be changed or removed after the contact has been resulted, this will need to be done from the Admin side of VanillaSoft. Contact your Admin for any necessary changes to comments.

Adding comments to a contact in VanillaSoft is a simple yet powerful way to keep track of important details and maintain organization. By following the steps outlined above, you can efficiently add comments and ensure that all relevant information is recorded.

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