New Features and Enhancements

We have been working hard to improve VanillaSoft in 2015 and have again released a number of updates and enhancements earlier today. We want to make sure that you know about all of the new capabilities available to you:

DocuSign® Integration

Are you ready for the benefits of electronic contracts? DocuSign lets you send, sign and approve contracts anywhere and is now integrated directly within VanillaSoft. Give your users access to electronic contracts – either pre-defined templates or uploaded documents – that can be sent to a prospect directly from the VanillaSoft contact page. Track the progress of the contract directly on the contact itself, and access the original and signed versions from the Attached Documents tab. It has never been easier to make the switch to electronic contracts!

See our Knowledge Base article to use this feature:


Customizable MyContacts Page Layout

The new customizable MyContacts page has arrived! The MyContacts page gives a user a more traditional list-based view of owned contacts for quick reference. The display can now be completely customized by the administrator on a per-project basis to place the exact fields in the order that you want to see them. This can be done quickly and easily from the Page Layout menu within the project.

Build Custom Dashboards Limited to Specified Users

Custom dashboards allow you to track the metrics that matter most on a real-time basis. Now create user-specific dashboards in order to track results by specific teams or groups. Create multiple dashboards for friendly competition between teams, or create leaderboards by choosing which metric to automatically sort on. Custom dashboards are now more flexible than ever! 

User Access Page: Manage Access to Projects and Teams

If you need to define which projects or teams that your users have access to as well as change those access permissions on a regular basis, then this page is for you. View user project/team access on a per-project or per-user basis to quickly and easily change permissions for multiple users at the same time. You can add access, remove access, or switch user access with the click of a button. This page is available to Account Admins under the Users menu when at least one user has defined project access.

Point-to-Point Proximity Routing for Appointment Setting

VanillaSoft’s proximity routing already allows you to easily route contacts that are within a certain radius of a zip code. If you need even more precision, you can now import latitude and longitude information for contacts and use VanillaSoft’s new and improved proximity routing. Choose an actual contact address and VanillaSoft will calculate the routing based on the precise latitude and longitude data of the contact. For example, this can be great when setting appointments in a rural zone where the zip code may cover a large area.

See our Knowledge Base article to use this feature: http://support.vanillasoft.com/hc/en-us/articles/213102818-How-to-Use-Po...

Faster Access to Call Recordings When Using VanillaSoft VoIP

When using VanillaSoft VoIP, recordings will now be available more quickly within your admin account. Most recordings should now be available within 5-7 minutes for either review or export.

Export has also been enhanced so that when a batch export of recordings is initiated you will receive an email with a link to the recordings as soon as it is completed.

Support for Two New Payment Gateways

In addition to USAePay, VanillaSoft now supports two new payment gateways. Beanstream - servicing the US, Canada and the UK – offers flexible, secure and bank neutral online payment solutions. iATS payments provides payment processing services to over 10,000 nonprofits around the world, with particular focus on the US, Canada, Australia, and Europe.

Other Enhancements

  • Phone Numbers may now be edited inline, directly from the contact page.
  • We’ve made our integration with SalesForce even better! You can now set up rules in your Salesforce account to create new contacts or update existing contacts within VanillaSoft using our Incoming Web Leads functionality.
  • Custom Field Type of Currency can now be set in Pounds or Euros as well as Dollars.
  • We have made it easier to remove an email address from the suppression list if you feel that it is an error.  To remove an email address from the suppression list go to Dashboard-> Email Bounces page and select General Bounce Search