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Appointment Setting & Calendar
- Appointment Setting in VanillaSoft
- Change Information Displayed in Calendar
- Google or Outlook 365 Calendar Not Syncing With VanillaSoft
- How do I add an external agent calendar to set appointments to?
- How do I create a Calendar Event?
- How to manage calendar access by User
Caller Workflow
- Can I Pause Auto-Dialing?
- Can I Skip a Contact?
- Error: Back from search takes me to another page instead of the search screen
- Getting Logged Out of VanillaSoft
- How To Add a Comment
- How To Find My Contact History
Contact Management
- Assign Contacts to a Team
- Assign Contacts to a User
- Configure Contact's Time Zone
- Copy Contacts To a Different Project
- CSV File won't import because it has semi-colons as seperators instead of commas
- Difference Between 'Call Flag' and 'Closed Flag'
Email Use and Configuration
- Attach a File to an Email Template
- Can I attach documents to my mass Emails?
- Copy Source URL
- Does Vanillasoft store the sent emails?
- Error: Problem Enabling Mass Email
- How do I insert a link in an Email Template or Call Script?
Page Layout
- Add VoIP HUD to Contact Page
- Email Template Not Available to Callers
- Hide Call History
- How to Add and Customize a Custom Field
- How to Create a basic Call Script
- How To Embed A Web Page
Payment Gateway
- Configure Payment Gateway for CyberSource
- Payment Gateway Integrations
- Configure Payment Gateway for PayPal Payflow Link
- Configure Payment Gateway for Bluefin PayConex
- Configure Payment Gateway for Blackbaud Merchant Services
- Configure Payment Gateway for Payment Express
Project Customization
- Add File to Document Library
- Assign a Call Script to a Team or Lead Status
- Automatic Email and/or SMS by Result Code
- Character Limits
- Copy a Call Script from one Project to Another
- Customizing Phone Fields
Reporting & Dashboard
- What do the different colored balls mean on the dashboard?
- Allow Callers Access to Reports
- How do I see how many dials per hour my callers are making?
- How is Duration time calculated?
- How is Login time calculated?
- VanillaSoft Reporting Tool
Routing Filters
- Advanced Mode Routing Filters
- Assign an Intellective Routing Filter
- Copy an Intellective Routing Filter Priority
- Geolocation Filters
- How to Use Point-to-Point Proximity Routing Filters
- Intellective Routing Filters
Routing Queue
- After a contact is resulted, the contact routes right back. Why?
- Apply and Modify Routing Filters as a Caller
- Contact Routing Information in Script
- Contact Routing Priorities
- How do I assign Call Priority to contacts?
- How do I get my newest contacts to route first?
Salesforce Integrations
- Salesforce Integrations - Table of Contents
- Salesforce Integrations Overview
- Minimum Requirements to Connect VanillaSoft to Salesforce
- Steps to Check Your Salesforce Version
- Migrating from Legacy to NEW Salesforce Integrations: What's Different?
- Connecting and Testing Salesforce in a Sandbox Environment
Third-Party Providers
- How do I set up Dialing and Recording with Toktumi VoIP
- How to install Test Controls in IE
- How to set up dialing with a landline
- How to Set up Dialing with Bria softphone
- How to set up dialing with magicJack
- How to set up dialing with RingCentral Softphone (Call Controller)
User Management
- Account Types in VanillaSoft
- Allow or Prevent Project and Team Switching Ability
- Billing Cycle Information
- Change User Calendar Color
- Configure User Restrictions
- Difference Between Admin and Account Admin
VanillaSoft VoIP
- Assign an existing VoIP Line to User
- Assign VoIP Line to Different User
- Copy VMDrop Recordings To Another User
- Create a VanillaSoft VoIP Line for User
- Device Activation Limit Reached
- Disable "This Call May Be Recorded" Message
Webleads & Integration
- Format for Incoming Web Leads
- Format for outgoing web leads
- How to Set Up Incoming Web Leads
- How to set up outgoing webleads
- How to Set-up Auto Import of .csv File from Email Attachment
- How to Use DocuSign Integration