Managing Attachments within a Contact

Attachments are an integral part of maintaining detailed and organized contact records in VanillaSoft. By attaching necessary documents directly to contacts, users can ensure all relevant information is easily accessible, enhancing both organization and efficiency. Below are streamlined instructions for adding and managing attachments for contacts as both an Admin and a Caller, and configuring your panel layout to facilitate this process.

Adding Attachments as an Admin

  1. Navigate to Project: From the Admin homepage, open the desired project.
  2. Search for Contact: Open the Contacts & Reports menu then select Search Contacts
  3. Find the Contact: Enter the necessary information for the contact and click Search (see How to Search for a Contact for more details).
  4. Open Contact: Click the Open Contact icon for the desired contact.
  5. Access Attachments: Open the Attachments tab within the contact's profile.
  6. Add Attachment: Click Add Attachment. Choose the file from your Document Library or upload it from your computer, then click Attach.
  7. Confirmation: After attaching, a confirmation message will appear. Click Finish.

Adding Attachments as a Caller

  1. Locate Contact: From the Caller homepage, input the search criteria to find the contact (see How to Search for a Contact for more details).
  2. Select Contact: Click the Open Contact icon for the chosen contact.
  3. Add Attachment: If the contact has existing attachments, open the Attachments tab and click Add Attachment; otherwise, use the quick access dropdown in the top-right of the first pane to attach documents.
  4. Upload File: Choose the file from the Document Library or your local drive, then click Attach.
  5. Completion: A confirmation message will appear once the document is attached. Click Finish.

Configuring Attachments in Panel Layout

  1. Select Project: On the admin homepage, choose the project you wish to configure.
  2. Modify Panel Layout: Open the Page Layout menu then select Panel Layout.
  3. Select Attachments Tab: Open the Available Tabs dropdown then select Attachments.
  4.  Select Panel: Open the Panel dropdown then select the desired panel to add the Attachments tab to.
  5. Add to Panel: Click Add to include Attachments in the corresponding panel.
  6. Save Configuration: Confirm all changes by clicking Save.

Removing an Attachment

  1. Navigate to Project: From the Admin homepage, open the desired project.
  2. Search for Contact: Open the Contacts & Reports menu then select Search Contacts
  3. Find the Contact: Enter the necessary information for the contact and click Search (see How to Search for a Contact for more details).
  4. Open Contact: Click the Open Contact icon for the desired contact.
  5. Access Attachments: Open the Attachments tab within the contact's profile.
  6. Delete Attachment: Click the red x next to the attachment you wish to remove.

By following these guidelines, you can effectively manage your documents and ensure that your communications and records are always up to date and accessible. 

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