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Contact Management

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  • CSV File won't import because it has semi-colons as seperators instead of commas
  • How can I assign contacts to a specific user?
  • How can I reopen closed contacts to call again?
  • How do I convert my Excel file into a CSV file?
  • How do I de-dupe my contacts?
  • How do I import a default value into a field?
  • How do I import international phone numbers?
  • How do you copy contacts from one project to another?
  • How do you delete an attachment that is attached to the lead?
  • How To Add Attachments to a Contact
  • How to assign contacts to a Team
  • How to automatically remove a contact after a certain number of attempts?
  • How to colorize your Contacts by Lead Status
  • How to De-Dupe File on Import
  • How to Delete an Import
  • How to Export Contacts Using a Query
  • How to group contacts from the same company using CorporateView
  • How to Import Contacts
  • How To Recycle Contacts Through The Routing Queue
  • How to Save an Import Mapping
  • How to update contacts using a Contact Management query
  • How to update currrent contacts in VanillaSoft using an import
  • Importing Data into a Custom Table
  • Is it possible to download a full back-up of the database?
  • Missing data after importing
  • Once a contact is assigned to a Contact Owner, will it always be assigned to that owner?
  • Proximity Filters
  • What is a 'Call Flag'?
  • What is a 'Closed Flag'?
  • When I map my .csv file in VanillaSoft all the fields merge into 1 field