Viewing the Contact History of a Contact

As an Admin, you have several methods to view the contact history for any contact:

1. Search for Contacts: You can search for specific contacts to see their history. For more information, refer to the How to Search for Contacts in VanillaSoft article.
2. Run a Query: Build and run a query to filter and view the contact history based on specific criteria. Detailed steps are provided in the How to Build a Query in Contact Management article.
3. Generate Reports: Create reports to get a comprehensive view of the contact history. Instructions can be found in the Creating Reports in VanillaSoft article.

As a Caller, you can view the history of the contacts you have worked with by following these steps:

1. View Recent Activity:
   • Click on My CRM at the top of the screen.
   • Select the My Stats section (this is usually the default section that opens). This section will display all contacts you have worked with on the current day or the previous day.
2. View Older History:
   • For contact history from earlier than "yesterday," you will need to manually search for the contacts or request a report.
   • Reports can be created by your Admin. Refer to the Creating Reports in VanillaSoft article for more details.
   • To access these reports, your Admin will need to grant you permission by following the steps in the Allow Callers Access to Reports article.