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Configure projects, fields, routing, and organization settings.
User Management
- View My Contacts as a Caller
- Temporarily Disabling Multi-Factor Authentication (MFA) for a User
- Setting Up Phone Number Verification for Multi-Factor Authentication (MFA)
- Multi-factor Authentication (MFA) - Overview
- Managing User Access and Restrictions
- IP Restrictions in VanillaSoft
Security & Compliance
- How to Set or Reset Your Salesforce Security Token
- Email Security: A Guide to SPF, DKIM, DMARC, and BIMI
- 10DLC Form Quick Reference Guide for SMS Compliance
Result Codes & Lead Routing
- Why You Can’t Skip Contacts in the Routing Queue
- Using VanillaSoft's Dynamic Date Filtering with Intellective Routing
- Understanding Contact Routing Across Different Teams
- Understanding Contact Re-Routing After Resulting
- Understanding "End of Queue, Min. 1 Day" in VanillaSoft
- Troubleshooting Contact Routing Issues in VanillaSoft
Reporting & Dashboards
- What's New in Reporting
- Viewing Call Duration & Talk Time
- VanillaSoft Reporting Scheduling
- Understanding Custom Reports in VanillaSoft: Last Call Results vs. All Call Results
- Understanding Activity Icons on Your VanillaSoft Dashboard
- How to Export Contact Changes
Project Configuration
- XPath Mapping for XML Structures
- What Time Zone is VanillaSoft Using?
- User and Project Quotas for Efficient Contact Routing
- Understanding the Default Team in VanillaSoft
- Understanding and Using Contact Variables
- Setting Up Calling Periods in VanillaSoft: A Step-by-Step Guide
Page Layout & Call Scripts
- Modifying Visible Contact Fields
- How to Insert Contact Variables into Call Scripts
- How to Insert Hyperlinks in Email Templates and Call Scripts
- How to Create a basic Call Script
- How to Configure the Panel Layout
- How to Add Images to Email Templates and Call Scripts