docs - User contributions [en]

File:EditPointValues.png

2026-07-13T16:13:29Z

Ashley DeBon:

File:AddPointsValues.png

2026-07-13T16:12:21Z

Ashley DeBon:

File:Pointvalues index.png

2026-07-13T16:11:01Z

Ashley DeBon:

Point Values

2026-07-13T16:10:12Z

Ashley DeBon: /* Edit Point Values */

Path: [[Callproof Support]] - [[Website]] - [[Point Values]]

== What are Point Values? ==

Point values are the points that can be assigned to Events that occur within Callproof. These points are used for Sales Rep rankings and reports.

Point Values can be customized with unique icons or values based on company needs. Default values are provided during initial setup but can be customized as well.

[[File:pointvalues_index.png|200px|thumb|right|Index of Point Values]]
<div style="clear:both;"></div>
<div style="clear:both;"></div>

== Add Point Values ==
[[File:addPointsValues.png|200px|thumb|right| Add Point Values]]
Click Add Point near the top right of the main info pane.

Name the point (Example: Twenty Points) and give it a value (Example: 20).

Click Save to save the new Point Value and proceed to the edit screen.

<div style="clear:both;"></div>
== Edit Point Values ==
[[File:EditPointValues.png|200px|thumb|right|Edit Point Values]]
To change the icon, click "choose file" to upload a custom icon. Click Update just below this to Save.

The Name and Value can also be updated on the edit screen. Enter the new values and click Update to save.

Point Values

2026-07-13T16:09:03Z

Ashley DeBon: /* Add Point Values */

Path: [[Callproof Support]] - [[Website]] - [[Point Values]]

== What are Point Values? ==

Point values are the points that can be assigned to Events that occur within Callproof. These points are used for Sales Rep rankings and reports.

Point Values can be customized with unique icons or values based on company needs. Default values are provided during initial setup but can be customized as well.

[[File:pointvalues_index.png|200px|thumb|right|Index of Point Values]]
<div style="clear:both;"></div>
<div style="clear:both;"></div>

== Add Point Values ==
[[File:addPointsValues.png|200px|thumb|right| Add Point Values]]
Click Add Point near the top right of the main info pane.

Name the point (Example: Twenty Points) and give it a value (Example: 20).

Click Save to save the new Point Value and proceed to the edit screen.

== Edit Point Values ==

To change the icon, click "choose file" to upload a custom icon. Click Update just below this to Save.

The Name and Value can also be updated on the edit screen. Enter the new values and click Update to save.

Point Values

2026-07-13T16:07:39Z

Ashley DeBon:

Path: [[Callproof Support]] - [[Website]] - [[Point Values]]

== What are Point Values? ==

Point values are the points that can be assigned to Events that occur within Callproof. These points are used for Sales Rep rankings and reports.

Point Values can be customized with unique icons or values based on company needs. Default values are provided during initial setup but can be customized as well.

[[File:pointvalues_index.png|200px|thumb|right|Index of Point Values]]
<div style="clear:both;"></div>
== Add Point Values ==

Click Add Point near the top right of the main info pane.

Name the point (Example: Twenty Points) and give it a value (Example: 20).

Click Save to save the new Point Value and proceed to the edit screen.

== Edit Point Values ==

To change the icon, click "choose file" to upload a custom icon. Click Update just below this to Save.

The Name and Value can also be updated on the edit screen. Enter the new values and click Update to save.

Point Values

2026-07-13T16:06:23Z

Ashley DeBon:

Path: [[Callproof Support]] - [[Website]] - [[Point Values]]

== What are Point Values? ==

Point values are the points that can be assigned to Events that occur within Callproof. These points are used for Sales Rep rankings and reports.

Point Values can be customized with unique icons or values based on company needs. Default values are provided during initial setup but can be customized as well.

[[File:pointvalues_edit.png|200px|thumb|right|Edit Point Values]]
<div style="clear:both;"></div>
== Add Point Values ==

Click Add Point near the top right of the main info pane.

Name the point (Example: Twenty Points) and give it a value (Example: 20).

Click Save to save the new Point Value and proceed to the edit screen.

== Edit Point Values ==

To change the icon, click "choose file" to upload a custom icon. Click Update just below this to Save.

The Name and Value can also be updated on the edit screen. Enter the new values and click Update to save.

Point Values

2026-07-13T16:05:58Z

Ashley DeBon:

Path: [[Callproof Support]] - [[Website]] - [[Point Values]]

[[File:pointvalues_index.png|200px|thumb|right|Index of Point Values]]
<div style="clear:both;"></div>
== What are Point Values? ==

Point values are the points that can be assigned to Events that occur within Callproof. These points are used for Sales Rep rankings and reports.

Point Values can be customized with unique icons or values based on company needs. Default values are provided during initial setup but can be customized as well.

[[File:pointvalues_edit.png|200px|thumb|right|Edit Point Values]]
<div style="clear:both;"></div>
== Add Point Values ==

Click Add Point near the top right of the main info pane.

Name the point (Example: Twenty Points) and give it a value (Example: 20).

Click Save to save the new Point Value and proceed to the edit screen.

== Edit Point Values ==

To change the icon, click "choose file" to upload a custom icon. Click Update just below this to Save.

The Name and Value can also be updated on the edit screen. Enter the new values and click Update to save.

File:Eventpoints edit.png

2026-07-13T15:59:12Z

Ashley DeBon:

File:Eventpoints index.png

2026-07-13T15:58:08Z

Ashley DeBon:

Event Points

2026-07-13T15:57:13Z

Ashley DeBon:

Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Home]] - [[Event Points]]
[[File:eventpoints_index.png|200px|thumb|right|Index of Event Points]]

<div style="clear:both;"></div>
== What are Event Points? ==

Most actions and events that occur within Callproof can be assigned a point value. These points are earned by Sales Rep each time the action occurs. Reports and Sales Rep rankings can be created to motive your team.

To change the point values, click on [[Point Values]] from the [[Home]] tab on the Navigation Bar.

[[File:eventpoints_edit.png|200px|thumb|right|Editing Event Points]]
<div style="clear:both;"></div>
== Changing Points and Icons for an Event ==

Event Points shows an index of all actions that can be assigned points.

To change the value, click on the icon, Event Type, or Notepad for the item to update.

To change the icon, choose a file to upload and click Update.

To change the point value, delete any points under "Event Points for [Event]". Then, add the new value.

If you want to remove points from an Event, edit the Event and '''Delete''' any points assigned.

File:EditBadges.png

2026-07-13T15:46:48Z

Ashley DeBon:

File:AddNewBadges.png

2026-07-13T15:46:25Z

Ashley DeBon:

File:BadgesIndex.png

2026-07-13T15:46:07Z

Ashley DeBon:

Badges

2026-07-13T15:44:05Z

Ashley DeBon: /* Edit a Badge */

Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Badges]]

<div style="clear:both;"></div>
== What are Badges? ==
[[File:BadgesIndex.png|200px|thumb|right|Title Index]]
Badges are awarded to employees as they reach certain point levels. The points required, the name, and the icon can all be customized.

<div style="clear:both;"></div>
== Add New Badge ==
[[File:AddNewBadges.png|200px|thumb|right|Add New Badges]]
To add a new badge, simply click '''Add Badge''' on the top right of the main info pane. Enter the name, points required and click submit to save. When a new icon is submitted, the next screen will be the edit page. The icon picture can be changed here along with the points required and name. If either of these are changed, click the '''Update''' button just below the section that was changed.

<div style="clear:both;"></div>
== Edit a Badge ==
[[File:EditBadges.png|200px|thumb|right|Edit Badges]]
Rename a badge or change the image by clicking on the badge image or the notepad. Options to upload a new image or change the name will be presented. Click the '''Update''' button under each option to save if altered.

Badges

2026-07-13T15:43:50Z

Ashley DeBon: /* Edit a Badge */

Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Badges]]

<div style="clear:both;"></div>
== What are Badges? ==
[[File:BadgesIndex.png|200px|thumb|right|Title Index]]
Badges are awarded to employees as they reach certain point levels. The points required, the name, and the icon can all be customized.

<div style="clear:both;"></div>
== Add New Badge ==
[[File:AddNewBadges.png|200px|thumb|right|Add New Badges]]
To add a new badge, simply click '''Add Badge''' on the top right of the main info pane. Enter the name, points required and click submit to save. When a new icon is submitted, the next screen will be the edit page. The icon picture can be changed here along with the points required and name. If either of these are changed, click the '''Update''' button just below the section that was changed.

== Edit a Badge ==
[[File:EditBadges.png|200px|thumb|right|Edit Badges]]
Rename a badge or change the image by clicking on the badge image or the notepad. Options to upload a new image or change the name will be presented. Click the '''Update''' button under each option to save if altered.

Badges

2026-07-13T15:43:17Z

Ashley DeBon: /* Add New Badge */

Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Badges]]

<div style="clear:both;"></div>
== What are Badges? ==
[[File:BadgesIndex.png|200px|thumb|right|Title Index]]
Badges are awarded to employees as they reach certain point levels. The points required, the name, and the icon can all be customized.

<div style="clear:both;"></div>
== Add New Badge ==
[[File:AddNewBadges.png|200px|thumb|right|Add New Badges]]
To add a new badge, simply click '''Add Badge''' on the top right of the main info pane. Enter the name, points required and click submit to save. When a new icon is submitted, the next screen will be the edit page. The icon picture can be changed here along with the points required and name. If either of these are changed, click the '''Update''' button just below the section that was changed.

== Edit a Badge ==

Rename a badge or change the image by clicking on the badge image or the notepad. Options to upload a new image or change the name will be presented. Click the '''Update''' button under each option to save if altered.

Badges

2026-07-13T15:42:29Z

Ashley DeBon:

Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Badges]]

<div style="clear:both;"></div>
== What are Badges? ==
[[File:BadgesIndex.png|200px|thumb|right|Title Index]]
Badges are awarded to employees as they reach certain point levels. The points required, the name, and the icon can all be customized.

== Add New Badge ==

To add a new badge, simply click '''Add Badge''' on the top right of the main info pane. Enter the name, points required and click submit to save. When a new icon is submitted, the next screen will be the edit page. The icon picture can be changed here along with the points required and name. If either of these are changed, click the '''Update''' button just below the section that was changed.

== Edit a Badge ==

Rename a badge or change the image by clicking on the badge image or the notepad. Options to upload a new image or change the name will be presented. Click the '''Update''' button under each option to save if altered.

Badges

2026-07-13T15:41:37Z

Ashley DeBon:

Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Badges]]
[[File:BadgesIndex.png|200px|thumb|right|Index of Custom Fields]]

<div style="clear:both;"></div>
== What are Badges? ==
[[File:BadgesIndex.png|200px|thumb|right|Title Index]]
Badges are awarded to employees as they reach certain point levels. The points required, the name, and the icon can all be customized.

== Add New Badge ==

To add a new badge, simply click '''Add Badge''' on the top right of the main info pane. Enter the name, points required and click submit to save. When a new icon is submitted, the next screen will be the edit page. The icon picture can be changed here along with the points required and name. If either of these are changed, click the '''Update''' button just below the section that was changed.

== Edit a Badge ==

Rename a badge or change the image by clicking on the badge image or the notepad. Options to upload a new image or change the name will be presented. Click the '''Update''' button under each option to save if altered.

File:TitleIndex.png

2026-07-13T15:35:34Z

Ashley DeBon:

Titles

2026-07-13T15:35:16Z

Ashley DeBon:

Path: [[Callproof Support]] - [[Website]] - [[Titles]]
[[File:TitleIndex.png|200px|thumb|right|Index of Titles]]

<div style="clear:both;"></div>
== What are Titles? ==

Titles are used within your company directory. Administrators can add the titles used within their company. When adding or editing an employee, these are the choices that will be presented under title.

== Add New Title ==
[[File:AddTitle.png|200px|thumb|right|Add New Title]]
To add a new title, simply click '''Add Title''' on the top right of the main info pane. Enter the name and click submit to save.

<div style="clear:both;"></div>
== Edit a Title ==
[[File:EditTitle.png|200px|thumb|right|Edit Title]]
Rename a title or change the image by clicking on the title image or the notepad. Options to upload a new image or change the name will be presented. Use the '''Update''' button under each option to save it if altered.

File:EditTitle.png

2026-07-13T15:32:54Z

Ashley DeBon:

Titles

2026-07-13T15:32:31Z

Ashley DeBon: /* Edit a Title */

Path: [[Callproof Support]] - [[Website]] - [[Titles]]
[[File:titles_index.jpg|200px|thumb|right|Index of Custom Fields]]

<div style="clear:both;"></div>
== What are Titles? ==

Titles are used within your company directory. Administrators can add the titles used within their company. When adding or editing an employee, these are the choices that will be presented under title.

== Add New Title ==
[[File:AddTitle.png|200px|thumb|right|Add New Title]]
To add a new title, simply click '''Add Title''' on the top right of the main info pane. Enter the name and click submit to save.

<div style="clear:both;"></div>
== Edit a Title ==
[[File:EditTitle.png|200px|thumb|right|Edit Title]]
Rename a title or change the image by clicking on the title image or the notepad. Options to upload a new image or change the name will be presented. Use the '''Update''' button under each option to save it if altered.

Titles

2026-07-13T15:32:21Z

Ashley DeBon: /* Add New Title */

Path: [[Callproof Support]] - [[Website]] - [[Titles]]
[[File:titles_index.jpg|200px|thumb|right|Index of Custom Fields]]

<div style="clear:both;"></div>
== What are Titles? ==

Titles are used within your company directory. Administrators can add the titles used within their company. When adding or editing an employee, these are the choices that will be presented under title.

== Add New Title ==
[[File:AddTitle.png|200px|thumb|right|Add New Title]]
To add a new title, simply click '''Add Title''' on the top right of the main info pane. Enter the name and click submit to save.

== Edit a Title ==

Rename a title or change the image by clicking on the title image or the notepad. Options to upload a new image or change the name will be presented. Use the '''Update''' button under each option to save it if altered.

File:AddTitle.png

2026-07-13T15:31:23Z

Ashley DeBon:

Titles

2026-07-13T15:30:59Z

Ashley DeBon: /* Add New Title */

Path: [[Callproof Support]] - [[Website]] - [[Titles]]
[[File:titles_index.jpg|200px|thumb|right|Index of Custom Fields]]

<div style="clear:both;"></div>
== What are Titles? ==

Titles are used within your company directory. Administrators can add the titles used within their company. When adding or editing an employee, these are the choices that will be presented under title.

== Add New Title ==
[[File:AddTitle.png|200px|thumb|right|Edit Title]]
To add a new title, simply click '''Add Title''' on the top right of the main info pane. Enter the name and click submit to save.

== Edit a Title ==

Rename a title or change the image by clicking on the title image or the notepad. Options to upload a new image or change the name will be presented. Use the '''Update''' button under each option to save it if altered.

Titles

2026-07-13T15:30:04Z

Ashley DeBon: /* What are Titles? */

Path: [[Callproof Support]] - [[Website]] - [[Titles]]
[[File:titles_index.jpg|200px|thumb|right|Index of Custom Fields]]

<div style="clear:both;"></div>
== What are Titles? ==

Titles are used within your company directory. Administrators can add the titles used within their company. When adding or editing an employee, these are the choices that will be presented under title.

== Add New Title ==

To add a new title, simply click '''Add Title''' on the top right of the main info pane. Enter the name and click submit to save.

== Edit a Title ==

Rename a title or change the image by clicking on the title image or the notepad. Options to upload a new image or change the name will be presented. Use the '''Update''' button under each option to save it if altered.

Badges

2026-07-13T15:26:57Z

Ashley DeBon: /* What are Badges? */

Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Badges]]
[[File:titles_index.jpg|200px|thumb|right|Index of Custom Fields]]

<div style="clear:both;"></div>
== What are Badges? ==
[[File:TitleIndex.png|200px|thumb|right|Title Index]]
Badges are awarded to employees as they reach certain point levels. The points required, the name, and the icon can all be customized.

== Add New Badge ==

To add a new badge, simply click '''Add Badge''' on the top right of the main info pane. Enter the name, points required and click submit to save. When a new icon is submitted, the next screen will be the edit page. The icon picture can be changed here along with the points required and name. If either of these are changed, click the '''Update''' button just below the section that was changed.

== Edit a Badge ==

Rename a badge or change the image by clicking on the badge image or the notepad. Options to upload a new image or change the name will be presented. Click the '''Update''' button under each option to save if altered.

Titles

2026-07-13T15:24:37Z

Ashley DeBon: /* What are Titles? */

Path: [[Callproof Support]] - [[Website]] - [[Titles]]
[[File:titles_index.jpg|200px|thumb|right|Index of Custom Fields]]

<div style="clear:both;"></div>
== What are Titles? ==

[[File:TitleIndex.png|200px|thumb|right|Title Index]]

Titles are used within your company directory. Administrators can add the titles used within their company. When adding or editing an employee, these are the choices that will be presented under title.

== Add New Title ==

To add a new title, simply click '''Add Title''' on the top right of the main info pane. Enter the name and click submit to save.

== Edit a Title ==

Rename a title or change the image by clicking on the title image or the notepad. Options to upload a new image or change the name will be presented. Use the '''Update''' button under each option to save it if altered.

Contact Types

2026-07-13T15:15:00Z

Ashley DeBon: /* Editing A Contact Type */

Path: [[Callproof Support]] - [[Website]] - [[Contact Types]]

== What are Contact Types? ==

Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. Default options are populated on new Callproof accounts but these can be altered as needed.

<div style="clear:both;"></div>
== Viewing Current Contact Type ==
[[File:ContactTypeIndex.png|200px|thumb|right|Contact types]]

To view Contact Types, from the navigation bar, select "Home" then "Contact Types".

Current Contact Types and the number of contacts of that type are displayed here.

<div style="clear:both;"></div>
== Add New Contact Type ==
[[File:AddNewContactType.png|200px|thumb|right|Add New Contact Type]]
To add a new Contact Type, click on Add Contact Type near the top right of the of the main screen panel. Name the new type and click submit to save.

<div style="clear:both;"></div>
== Deleting Contacts of a certain Contact Type ==
[[File:DeleteContactType.png|200px|thumb|right|Delete Contact Type]]
The red X next to the number of records will delete all those contacts matching that type, but will keep the contact type.

<div style="clear:both;"></div>
<div style="clear:both;"></div>

== Editing A Contact Type ==
[[File:EditContactType.png|200px|thumb|right|Edit Contact Type]]

The notepad on the Contact Type line allows an administrator to edit the name. All contacts of that type will be updated and have the new name.

== Removing A Contact Type ==

The X on the far right after the notepad will delete the Contact Type '''along with any contacts of that type.'''

* WARNING: If a contact type is deleted, all contacts of that type will also be deleted. Example: Contact Type "Dead Accounts" is created and old, useless contacts are added to this contact type. When "Dead Accounts" contact type is deleted, all records with Contact Type "Dead Accounts" will be deleted along with the Contact Type.

Custom Fields

2026-07-13T15:12:34Z

Ashley DeBon: /* Remove Custom Field */

Path: [[Callproof Support]] - [[Website]] - [[Custom Fields]]

<div style="clear:both;"></div>

== What are Custom Fields? ==
[[File:customfields_index.png|200px|thumb|right|Index of Custom Fields]]

Custom Fields are user created fields specific to their contact records. Custom fields are included on every contact and can be used to filter contact search results.

When searching for contacts, custom fields can be used as search criteria. Custom fields are not shown on the contacts search screen by default, but can be seen by clicking the MORE button towards the bottom of the contacts search criteria section.

To view custom fields already created, select Custom Fields under the [[Home]] tab from the [[Navigation Bar]].

<div style="clear:both;"></div>

== Create Custom Fields ==
[[File:AddNewCustomFields.png|200px|thumb|right|Add New Custom Fields]]

Click '''Add Custom Field''' to create new custom field.

Name the field, select a Field Type, and click Save to create new Custom Field.
: '''Auto Integer'''
: '''Checkbox''' - A checkbox appears next to the field name
: '''Date''' - Date field (Example: 12/01/2013)
: '''Datetime''' - Date and Time field (Example: 12/01/2013 12:34PM)
: '''Decimal''' - Allows a number with decimal
: '''Integer''' - Whole numbers without a decimal
: '''Radio''' - Presents multiple options with an option to select one. After submitting, available options can be added, editted, or removed.
: '''Select''' - Presents a drop down of choices. After submitting, available options can be added, editted, or removed.
: '''Text''' - Single line of text
: '''Textarea''' - Present a large block for multiple lines of text
: '''Time''' - Time field (Example: 12:34PM)

<div style="clear:both;"></div>

== Edit Custom Field ==
[[File:EditCustomFields.png|200px|thumb|right|Edit Custom Fields]]

To edit a custom field select the notepad to the right of the field name and type. The option to change the field name and type will be presented.

To change options available within a select or radio type field, select the list icon right of the field name and type. After selecting, options within these types can be edited, removed, or added.

<div style="clear:both;"></div>

== Remove Custom Field ==
[[File:DeleteCustomFields.png|200px|thumb|right|Delete Custom Fields]]

Click the red X to the right of the field name and type to remove the field from the system. Callproof will ask for verification if remove is clicked.

Custom Fields

2026-07-13T15:12:22Z

Ashley DeBon: /* Edit Custom Field */

Path: [[Callproof Support]] - [[Website]] - [[Custom Fields]]

<div style="clear:both;"></div>

== What are Custom Fields? ==
[[File:customfields_index.png|200px|thumb|right|Index of Custom Fields]]

Custom Fields are user created fields specific to their contact records. Custom fields are included on every contact and can be used to filter contact search results.

When searching for contacts, custom fields can be used as search criteria. Custom fields are not shown on the contacts search screen by default, but can be seen by clicking the MORE button towards the bottom of the contacts search criteria section.

To view custom fields already created, select Custom Fields under the [[Home]] tab from the [[Navigation Bar]].

<div style="clear:both;"></div>

== Create Custom Fields ==
[[File:AddNewCustomFields.png|200px|thumb|right|Add New Custom Fields]]

Click '''Add Custom Field''' to create new custom field.

Name the field, select a Field Type, and click Save to create new Custom Field.
: '''Auto Integer'''
: '''Checkbox''' - A checkbox appears next to the field name
: '''Date''' - Date field (Example: 12/01/2013)
: '''Datetime''' - Date and Time field (Example: 12/01/2013 12:34PM)
: '''Decimal''' - Allows a number with decimal
: '''Integer''' - Whole numbers without a decimal
: '''Radio''' - Presents multiple options with an option to select one. After submitting, available options can be added, editted, or removed.
: '''Select''' - Presents a drop down of choices. After submitting, available options can be added, editted, or removed.
: '''Text''' - Single line of text
: '''Textarea''' - Present a large block for multiple lines of text
: '''Time''' - Time field (Example: 12:34PM)

<div style="clear:both;"></div>

== Edit Custom Field ==
[[File:EditCustomFields.png|200px|thumb|right|Edit Custom Fields]]

To edit a custom field select the notepad to the right of the field name and type. The option to change the field name and type will be presented.

To change options available within a select or radio type field, select the list icon right of the field name and type. After selecting, options within these types can be edited, removed, or added.

== Remove Custom Field ==
[[File:DeleteCustomFields.png|200px|thumb|right|Delete Custom Fields]]

Click the red X to the right of the field name and type to remove the field from the system. Callproof will ask for verification if remove is clicked.

Custom Fields

2026-07-13T15:12:13Z

Ashley DeBon: /* Create Custom Fields */

Path: [[Callproof Support]] - [[Website]] - [[Custom Fields]]

<div style="clear:both;"></div>

== What are Custom Fields? ==
[[File:customfields_index.png|200px|thumb|right|Index of Custom Fields]]

Custom Fields are user created fields specific to their contact records. Custom fields are included on every contact and can be used to filter contact search results.

When searching for contacts, custom fields can be used as search criteria. Custom fields are not shown on the contacts search screen by default, but can be seen by clicking the MORE button towards the bottom of the contacts search criteria section.

To view custom fields already created, select Custom Fields under the [[Home]] tab from the [[Navigation Bar]].

<div style="clear:both;"></div>

== Create Custom Fields ==
[[File:AddNewCustomFields.png|200px|thumb|right|Add New Custom Fields]]

Click '''Add Custom Field''' to create new custom field.

Name the field, select a Field Type, and click Save to create new Custom Field.
: '''Auto Integer'''
: '''Checkbox''' - A checkbox appears next to the field name
: '''Date''' - Date field (Example: 12/01/2013)
: '''Datetime''' - Date and Time field (Example: 12/01/2013 12:34PM)
: '''Decimal''' - Allows a number with decimal
: '''Integer''' - Whole numbers without a decimal
: '''Radio''' - Presents multiple options with an option to select one. After submitting, available options can be added, editted, or removed.
: '''Select''' - Presents a drop down of choices. After submitting, available options can be added, editted, or removed.
: '''Text''' - Single line of text
: '''Textarea''' - Present a large block for multiple lines of text
: '''Time''' - Time field (Example: 12:34PM)

== Edit Custom Field ==
[[File:EditCustomFields.png|200px|thumb|right|Edit Custom Fields]]

To edit a custom field select the notepad to the right of the field name and type. The option to change the field name and type will be presented.

To change options available within a select or radio type field, select the list icon right of the field name and type. After selecting, options within these types can be edited, removed, or added.

== Remove Custom Field ==
[[File:DeleteCustomFields.png|200px|thumb|right|Delete Custom Fields]]

Click the red X to the right of the field name and type to remove the field from the system. Callproof will ask for verification if remove is clicked.

Custom Fields

2026-07-13T15:12:04Z

Ashley DeBon: /* What are Custom Fields? */

Path: [[Callproof Support]] - [[Website]] - [[Custom Fields]]

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== What are Custom Fields? ==
[[File:customfields_index.png|200px|thumb|right|Index of Custom Fields]]

Custom Fields are user created fields specific to their contact records. Custom fields are included on every contact and can be used to filter contact search results.

When searching for contacts, custom fields can be used as search criteria. Custom fields are not shown on the contacts search screen by default, but can be seen by clicking the MORE button towards the bottom of the contacts search criteria section.

To view custom fields already created, select Custom Fields under the [[Home]] tab from the [[Navigation Bar]].

== Create Custom Fields ==
[[File:AddNewCustomFields.png|200px|thumb|right|Add New Custom Fields]]

Click '''Add Custom Field''' to create new custom field.

Name the field, select a Field Type, and click Save to create new Custom Field.
: '''Auto Integer'''
: '''Checkbox''' - A checkbox appears next to the field name
: '''Date''' - Date field (Example: 12/01/2013)
: '''Datetime''' - Date and Time field (Example: 12/01/2013 12:34PM)
: '''Decimal''' - Allows a number with decimal
: '''Integer''' - Whole numbers without a decimal
: '''Radio''' - Presents multiple options with an option to select one. After submitting, available options can be added, editted, or removed.
: '''Select''' - Presents a drop down of choices. After submitting, available options can be added, editted, or removed.
: '''Text''' - Single line of text
: '''Textarea''' - Present a large block for multiple lines of text
: '''Time''' - Time field (Example: 12:34PM)

== Edit Custom Field ==
[[File:EditCustomFields.png|200px|thumb|right|Edit Custom Fields]]

To edit a custom field select the notepad to the right of the field name and type. The option to change the field name and type will be presented.

To change options available within a select or radio type field, select the list icon right of the field name and type. After selecting, options within these types can be edited, removed, or added.

== Remove Custom Field ==
[[File:DeleteCustomFields.png|200px|thumb|right|Delete Custom Fields]]

Click the red X to the right of the field name and type to remove the field from the system. Callproof will ask for verification if remove is clicked.

Event Forms

2026-07-13T15:10:34Z

Ashley DeBon: /* Deleting Event Forms */

Path: [[Callproof Support]] - [[Website]] - [[Event Forms]]

== What are Event Forms? ==

Event Forms are custom built forms can track and simplify activities that occur in your company. They are easy to build and can track activities like closing a deal. Once created, Event Forms can be used on the mobile app and the website. You can also attach images with Event Forms.

Event Forms are tied to a contact and visible from their profile under details. They are also visible from the Events Manager and can be searched and exported.

Event Forms can be assigned points and used to rank employees.

Event Forms are often used for events that happen in the field or as events progress along the sales chain.

When Event Forms are submitted, a copy can be emailed immediately to email addresses you have set up. This provides immediate notification of a deal closing, an interview happening, etc.

<div style="clear:both;"></div>
== [[Creating Event Forms]] ==
[[File:Eventforms_add.png|200px|thumb|right|New Event Form]]
Creating Event Forms can be quick and easy. More information found here: [[Creating Event Forms]]

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== Editing Event Forms ==
[[File:EditEventForn.png|200px|thumb|right|Edit Event Form]]

Click on an Event Form title or the notepad to right of the title to edit the Event Form. More information found here: [[Creating Event Forms#Editing Event Form|Edit Event Forms]]

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== Deleting Event Forms ==
[[File:EventFormDelete.png|200px|thumb|right|Delete Event Form]]

To delete an Event Form, click the red X to the right of the Event Form title. Callproof will ask you to confirm this decision. If a form is deleted, all data tied to that form will be deleted. This means all instances of the Event Form will be deleted from your contacts and cannot be recovered.

File:EventFormDelete.png

2026-07-13T15:09:56Z

Ashley DeBon:

Event Forms

2026-07-13T15:09:03Z

Ashley DeBon: /* Deleting Event Forms */

Path: [[Callproof Support]] - [[Website]] - [[Event Forms]]

== What are Event Forms? ==

Event Forms are custom built forms can track and simplify activities that occur in your company. They are easy to build and can track activities like closing a deal. Once created, Event Forms can be used on the mobile app and the website. You can also attach images with Event Forms.

Event Forms are tied to a contact and visible from their profile under details. They are also visible from the Events Manager and can be searched and exported.

Event Forms can be assigned points and used to rank employees.

Event Forms are often used for events that happen in the field or as events progress along the sales chain.

When Event Forms are submitted, a copy can be emailed immediately to email addresses you have set up. This provides immediate notification of a deal closing, an interview happening, etc.

<div style="clear:both;"></div>
== [[Creating Event Forms]] ==
[[File:Eventforms_add.png|200px|thumb|right|New Event Form]]
Creating Event Forms can be quick and easy. More information found here: [[Creating Event Forms]]

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== Editing Event Forms ==
[[File:EditEventForn.png|200px|thumb|right|Edit Event Form]]

Click on an Event Form title or the notepad to right of the title to edit the Event Form. More information found here: [[Creating Event Forms#Editing Event Form|Edit Event Forms]]

<div style="clear:both;"></div>
== Deleting Event Forms ==
[[File:EventFormDelete.png|200px|thumb|right|Delete Event Form]]
To delete an Event Form, click the red X to the right of the Event Form title. Callproof will ask you to confirm this decision. If a form is deleted, all data tied to that form will be deleted. This means all instances of the Event Form will be deleted from your contacts and cannot be recovered.

Event Forms

2026-07-13T15:08:06Z

Ashley DeBon: /* Editing Event Forms */

Path: [[Callproof Support]] - [[Website]] - [[Event Forms]]

== What are Event Forms? ==

Event Forms are custom built forms can track and simplify activities that occur in your company. They are easy to build and can track activities like closing a deal. Once created, Event Forms can be used on the mobile app and the website. You can also attach images with Event Forms.

Event Forms are tied to a contact and visible from their profile under details. They are also visible from the Events Manager and can be searched and exported.

Event Forms can be assigned points and used to rank employees.

Event Forms are often used for events that happen in the field or as events progress along the sales chain.

When Event Forms are submitted, a copy can be emailed immediately to email addresses you have set up. This provides immediate notification of a deal closing, an interview happening, etc.

<div style="clear:both;"></div>
== [[Creating Event Forms]] ==
[[File:Eventforms_add.png|200px|thumb|right|New Event Form]]
Creating Event Forms can be quick and easy. More information found here: [[Creating Event Forms]]

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== Editing Event Forms ==
[[File:EditEventForn.png|200px|thumb|right|Edit Event Form]]

Click on an Event Form title or the notepad to right of the title to edit the Event Form. More information found here: [[Creating Event Forms#Editing Event Form|Edit Event Forms]]

== Deleting Event Forms ==

To delete an Event Form, click the red X to the right of the Event Form title. Callproof will ask you to confirm this decision. If a form is deleted, all data tied to that form will be deleted. This means all instances of the Event Form will be deleted from your contacts and cannot be recovered.

File:EditEventForn.png

2026-07-13T15:01:53Z

Ashley DeBon:

Event Forms

2026-07-13T15:01:37Z

Ashley DeBon: /* Editing Event Forms */

Path: [[Callproof Support]] - [[Website]] - [[Event Forms]]

== What are Event Forms? ==

Event Forms are custom built forms can track and simplify activities that occur in your company. They are easy to build and can track activities like closing a deal. Once created, Event Forms can be used on the mobile app and the website. You can also attach images with Event Forms.

Event Forms are tied to a contact and visible from their profile under details. They are also visible from the Events Manager and can be searched and exported.

Event Forms can be assigned points and used to rank employees.

Event Forms are often used for events that happen in the field or as events progress along the sales chain.

When Event Forms are submitted, a copy can be emailed immediately to email addresses you have set up. This provides immediate notification of a deal closing, an interview happening, etc.

<div style="clear:both;"></div>
== [[Creating Event Forms]] ==
[[File:Eventforms_add.png|200px|thumb|right|New Event Form]]
Creating Event Forms can be quick and easy. More information found here: [[Creating Event Forms]]

<div style="clear:both;"></div>

== Editing Event Forms ==
[[File:EditEventForn.png|200px|thumb|right|Edit Event Form]]

Click on an Event Form title or the notepad to right of the title to edit the Event Form. More information found here: [[Creating Event Forms#Editing Event Form|Edit Event Forms]]

== Deleting Event Forms ==

To delete an Event Form, click the red X to the right of the Event Form title. Callproof will ask you to confirm this decision. If a form is deleted, all data tied to that form will be deleted. This means all instances of the Event Form will be deleted from your contacts and cannot be recovered.

Event Forms

2026-07-13T14:59:59Z

Ashley DeBon: /* Editing Event Forms */

Path: [[Callproof Support]] - [[Website]] - [[Event Forms]]

== What are Event Forms? ==

Event Forms are custom built forms can track and simplify activities that occur in your company. They are easy to build and can track activities like closing a deal. Once created, Event Forms can be used on the mobile app and the website. You can also attach images with Event Forms.

Event Forms are tied to a contact and visible from their profile under details. They are also visible from the Events Manager and can be searched and exported.

Event Forms can be assigned points and used to rank employees.

Event Forms are often used for events that happen in the field or as events progress along the sales chain.

When Event Forms are submitted, a copy can be emailed immediately to email addresses you have set up. This provides immediate notification of a deal closing, an interview happening, etc.

<div style="clear:both;"></div>
== [[Creating Event Forms]] ==
[[File:Eventforms_add.png|200px|thumb|right|New Event Form]]
Creating Event Forms can be quick and easy. More information found here: [[Creating Event Forms]]

<div style="clear:both;"></div>

== Editing Event Forms ==
[[File:eventforms_addfield.png|200px|thumb|right|Edit Event Form]]

Click on an Event Form title or the notepad to right of the title to edit the Event Form. More information found here: [[Creating Event Forms#Editing Event Form|Edit Event Forms]]

== Deleting Event Forms ==

To delete an Event Form, click the red X to the right of the Event Form title. Callproof will ask you to confirm this decision. If a form is deleted, all data tied to that form will be deleted. This means all instances of the Event Form will be deleted from your contacts and cannot be recovered.

Event Forms

2026-07-13T14:44:52Z

Ashley DeBon: /* Creating Event Forms */

Path: [[Callproof Support]] - [[Website]] - [[Event Forms]]

== What are Event Forms? ==

Event Forms are custom built forms can track and simplify activities that occur in your company. They are easy to build and can track activities like closing a deal. Once created, Event Forms can be used on the mobile app and the website. You can also attach images with Event Forms.

Event Forms are tied to a contact and visible from their profile under details. They are also visible from the Events Manager and can be searched and exported.

Event Forms can be assigned points and used to rank employees.

Event Forms are often used for events that happen in the field or as events progress along the sales chain.

When Event Forms are submitted, a copy can be emailed immediately to email addresses you have set up. This provides immediate notification of a deal closing, an interview happening, etc.

<div style="clear:both;"></div>
== [[Creating Event Forms]] ==
[[File:Eventforms_add.png|200px|thumb|right|New Event Form]]
Creating Event Forms can be quick and easy. More information found here: [[Creating Event Forms]]

== Editing Event Forms ==

Click on an Event Form title or the notepad to right of the title to edit the Event Form. More information found here: [[Creating Event Forms#Editing Event Form|Edit Event Forms]]

== Deleting Event Forms ==

To delete an Event Form, click the red X to the right of the Event Form title. Callproof will ask you to confirm this decision. If a form is deleted, all data tied to that form will be deleted. This means all instances of the Event Form will be deleted from your contacts and cannot be recovered.

Event Forms

2026-07-13T14:44:15Z

Ashley DeBon: /* Creating Event Forms */

Path: [[Callproof Support]] - [[Website]] - [[Event Forms]]

== What are Event Forms? ==

Event Forms are custom built forms can track and simplify activities that occur in your company. They are easy to build and can track activities like closing a deal. Once created, Event Forms can be used on the mobile app and the website. You can also attach images with Event Forms.

Event Forms are tied to a contact and visible from their profile under details. They are also visible from the Events Manager and can be searched and exported.

Event Forms can be assigned points and used to rank employees.

Event Forms are often used for events that happen in the field or as events progress along the sales chain.

When Event Forms are submitted, a copy can be emailed immediately to email addresses you have set up. This provides immediate notification of a deal closing, an interview happening, etc.

== [[Creating Event Forms]] ==
[[File:Eventforms_add.png|200px|thumb|right|New Event Form]]
Creating Event Forms can be quick and easy. More information found here: [[Creating Event Forms]]

== Editing Event Forms ==

Click on an Event Form title or the notepad to right of the title to edit the Event Form. More information found here: [[Creating Event Forms#Editing Event Form|Edit Event Forms]]

== Deleting Event Forms ==

To delete an Event Form, click the red X to the right of the Event Form title. Callproof will ask you to confirm this decision. If a form is deleted, all data tied to that form will be deleted. This means all instances of the Event Form will be deleted from your contacts and cannot be recovered.

Event Forms

2026-07-13T14:43:29Z

Ashley DeBon: /* Creating Event Forms */

Path: [[Callproof Support]] - [[Website]] - [[Event Forms]]

== What are Event Forms? ==

Event Forms are custom built forms can track and simplify activities that occur in your company. They are easy to build and can track activities like closing a deal. Once created, Event Forms can be used on the mobile app and the website. You can also attach images with Event Forms.

Event Forms are tied to a contact and visible from their profile under details. They are also visible from the Events Manager and can be searched and exported.

Event Forms can be assigned points and used to rank employees.

Event Forms are often used for events that happen in the field or as events progress along the sales chain.

When Event Forms are submitted, a copy can be emailed immediately to email addresses you have set up. This provides immediate notification of a deal closing, an interview happening, etc.

== [[Creating Event Forms]] ==
[[File:Eventforms_index.png|200px|thumb|right|New Event Form]]
Creating Event Forms can be quick and easy. More information found here: [[Creating Event Forms]]

== Editing Event Forms ==

Click on an Event Form title or the notepad to right of the title to edit the Event Form. More information found here: [[Creating Event Forms#Editing Event Form|Edit Event Forms]]

== Deleting Event Forms ==

To delete an Event Form, click the red X to the right of the Event Form title. Callproof will ask you to confirm this decision. If a form is deleted, all data tied to that form will be deleted. This means all instances of the Event Form will be deleted from your contacts and cannot be recovered.

Creating Event Forms

2026-07-13T14:37:51Z

Ashley DeBon:

Path: [[Callproof Support]] - [[Website]] - [[Event Forms]] - [[Creating Event Forms]]

[[File:eventforms_index.png|200px|thumb|right|Index of Event Forms]]

When clicking on Event Forms from the Home tab, you will see the Event Forms index page. This is a list of all the Event Forms currently setup for your account.

To edit a form already created, click on the name, notification email, fields, or the notepad. All of these will go to the Event Form Edit page.

If you want to create a new Event Form, click Add Event Form located on the top right of the main info pane.

<div style="clear:both;"></div>

== Add Event Form ==

[[File:eventforms_add.png|200px|thumb|right|New Event Form]]

Click Add Event Form to create a new Event Form and add a name. Name it anything.

Notification Emails are automatically generated when an Event Form is submitted. The email addresses listed here will get an email immediately that contains all the information submitted.

Points can be assigned for each Event Form. These are used in Sales Rep rankings.

Limit Contact Types allows administrators to limit when the form is available. If the contact type they are dealing with matches what is selected here, the form will be available and show under Event Forms in the app and website. Default is for a form to always be available. Select a certain contact type to limit. (Example: Demo company has a contact type of Current. Event Form called Renewals can be used for current customers renewing. Selecting Current under Limit Contact Types means the system will only offer the Renewals Event Form if the contact they are dealing with is of type Current.)

Post Back URL, Secret Key, Send Method are advanced features and will be documented soon.

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== Editing Event Form ==

[[File:eventforms_addfield.png|200px|thumb|right|Adding Fields to Event Form]]

After selecting an Event Form, all the current fields in the Event Form will be shown. If the form is new, no fields will be listed here and the top half will be blank under the header '''Fields'''.

The bottom half of this screen allows administrators to quickly add a new Event Form.

Remove a field by clicking the Red X right of the field name.

Move fields up and down on the form using the Position Arrows. This is how they are presented to the user when selecting this form.

To add a new field, select Add Field on the top right of the fields list.

There are 3 different types of fields for use in Event Forms.

: '''Regular Field''' – These are default fields for contacts within Callproof. Changing the value in the Event Form does not change the contact.

: '''Custom Contact Field''' – These are custom fields added to contacts. Changes made in the Event Form do not update the contact.

: '''Custom Event Form''' – Create a field specific to this Event Form. This information is stored only with the Event Form. It also supports image upload fields.

Select the field to be added on the Event Form and click Save. If a Regular or Custom field is selected, it will be pre-filled with the current contact's information.

When a Custom Event Form image field is used, the end user will be given an option to upload an image or take a picture and upload it. This image will be associated with the contact as well as the Event Form.

Creating Event Forms

2026-07-13T14:34:02Z

Ashley DeBon: /* Add Event Form */

Path: [[Callproof Support]] - [[Website]] - [[Event Forms]] - [[Creating Event Forms]]

{{#ev:youtube|rCvf4c1WTEI|400|right|Creating Event Forms}}
[[File:eventforms_index.png|200px|thumb|right|Index of Event Forms]]

When clicking on Event Forms from the Home tab, you will see the Event Forms index page. This is a list of all the Events Forms currently setup for your account.

To edit a form already created, click on the name, notification email, fields, or the notepad. All of these will go to the Event Form Edit page.

If you want to create a new Event Form, click Add Event Form located on the top right of the main info pane.

<div style="clear:both;"></div>
<div style="clear:both;"></div>
== Add Event Form ==
[[File:eventforms_add.png|200px|thumb|right|New Event Form]]

Click Add Event Form to create a new Event Form and add a name. Name it anything.

Notification Emails are automatically generated when an Event Form is submitted. The email addresses listed here will get an email immediately that contains all the information submitted.

Points can be assigned for each Event Form. These are used in Sales Rep rankings.

Limit Contact Types allows administrators to limit when the form is available. If the contact type they are dealing with matches what is selected here, the form will be available and show under Event Forms in the app and website. Default is for a form to always been available. Select a certain contact type to limit. (Example: Demo company has a contact type of Current. Event Form called Renewals can be used for current customers renewing. Selecting Current under Limit Contact Types means the system will only offer the Renewals Event Form is the contact they are dealing with is of type Current.)

Post Back URL, Secret Key, Send Method are advanced features and will be documented soon.

== Editing Event Form ==
[[File:eventforms_addfield.png|200px|thumb|right|Adding Fields to Event Form]]

After selecting an Event Form, all the current fields in the Event Form will be shown. If the form is new, no fields will be listed here and the top half will be blank under the header '''Fields'''.

The bottom half of this screen allows administrators to quickly add a new Event Form.

Remove a field by clicking the Red X right of the field name.

Move fields up and down on the form using the Position Arrows. This is how they are presented to the user select this form.

To add a new field, select Add Field on the top right of the fields list.

There are 3 different types of fields for use in Event Fields.

: '''Regular Field''' - These are default fields for contacts within Callproof. (Example: To show the company name on all Event Forms, select Company Name here) Changing the value when filling out the Event Form will not change the value in the contact. The changes will only be present in the Event Form.

: '''Custom Contact Field''' - These are custom fields that have been added to contacts. Select a custom field to have it display on the Event Form. Changing the value when filling out the Event Form will not change the value in the contact. The changes will only be present in the Event Form.

: '''Custom Event Form''' - Create a field specific to this Event Form. This is the only place this information will reside. These can be used when generating reports. This type also includes image fields for uploading images associated with the Event Form.

Select the field to be added on the Event Form and click save within that section. This will put an editable field on the Event Form. If a Regular or Custom field is selected, it will have the information filled in for the current contact. Changes to these values will not carry over to the contact record. The changes will only be present in the Event Form.

When a Custom Event Form image field is used, the end user will be given an option to upload an image or take a picture and upload it. This image will be associated with the contact as well as the Event Form.

Creating Event Forms

2026-07-13T14:33:48Z

Ashley DeBon: /* Add Event Form */

Path: [[Callproof Support]] - [[Website]] - [[Event Forms]] - [[Creating Event Forms]]

{{#ev:youtube|rCvf4c1WTEI|400|right|Creating Event Forms}}
[[File:eventforms_index.png|200px|thumb|right|Index of Event Forms]]

When clicking on Event Forms from the Home tab, you will see the Event Forms index page. This is a list of all the Events Forms currently setup for your account.

To edit a form already created, click on the name, notification email, fields, or the notepad. All of these will go to the Event Form Edit page.

If you want to create a new Event Form, click Add Event Form located on the top right of the main info pane.

<div style="clear:both;"></div>
== Add Event Form ==
[[File:eventforms_add.png|200px|thumb|right|New Event Form]]

Click Add Event Form to create a new Event Form and add a name. Name it anything.

Notification Emails are automatically generated when an Event Form is submitted. The email addresses listed here will get an email immediately that contains all the information submitted.

Points can be assigned for each Event Form. These are used in Sales Rep rankings.

Limit Contact Types allows administrators to limit when the form is available. If the contact type they are dealing with matches what is selected here, the form will be available and show under Event Forms in the app and website. Default is for a form to always been available. Select a certain contact type to limit. (Example: Demo company has a contact type of Current. Event Form called Renewals can be used for current customers renewing. Selecting Current under Limit Contact Types means the system will only offer the Renewals Event Form is the contact they are dealing with is of type Current.)

Post Back URL, Secret Key, Send Method are advanced features and will be documented soon.

== Editing Event Form ==
[[File:eventforms_addfield.png|200px|thumb|right|Adding Fields to Event Form]]

After selecting an Event Form, all the current fields in the Event Form will be shown. If the form is new, no fields will be listed here and the top half will be blank under the header '''Fields'''.

The bottom half of this screen allows administrators to quickly add a new Event Form.

Remove a field by clicking the Red X right of the field name.

Move fields up and down on the form using the Position Arrows. This is how they are presented to the user select this form.

To add a new field, select Add Field on the top right of the fields list.

There are 3 different types of fields for use in Event Fields.

: '''Regular Field''' - These are default fields for contacts within Callproof. (Example: To show the company name on all Event Forms, select Company Name here) Changing the value when filling out the Event Form will not change the value in the contact. The changes will only be present in the Event Form.

: '''Custom Contact Field''' - These are custom fields that have been added to contacts. Select a custom field to have it display on the Event Form. Changing the value when filling out the Event Form will not change the value in the contact. The changes will only be present in the Event Form.

: '''Custom Event Form''' - Create a field specific to this Event Form. This is the only place this information will reside. These can be used when generating reports. This type also includes image fields for uploading images associated with the Event Form.

Select the field to be added on the Event Form and click save within that section. This will put an editable field on the Event Form. If a Regular or Custom field is selected, it will have the information filled in for the current contact. Changes to these values will not carry over to the contact record. The changes will only be present in the Event Form.

When a Custom Event Form image field is used, the end user will be given an option to upload an image or take a picture and upload it. This image will be associated with the contact as well as the Event Form.

Contact Types

2026-07-13T14:32:59Z

Ashley DeBon: /* Editing A Contact Type */

Path: [[Callproof Support]] - [[Website]] - [[Contact Types]]

== What are Contact Types? ==

Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. Default options are populated on new Callproof accounts but these can be altered as needed.

<div style="clear:both;"></div>
== Viewing Current Contact Type ==
[[File:ContactTypeIndex.png|200px|thumb|right|Contact types]]

To view Contact Types, from the navigation bar, select "Home" then "Contact Types".

Current Contact Types and the number of contacts of that type are displayed here.

<div style="clear:both;"></div>
== Add New Contact Type ==
[[File:AddNewContactType.png|200px|thumb|right|Add New Contact Type]]
To add a new Contact Type, click on Add Contact Type near the top right of the of the main screen panel. Name the new type and click submit to save.

<div style="clear:both;"></div>
== Deleting Contacts of a certain Contact Type ==
[[File:DeleteContactType.png|200px|thumb|right|Delete Contact Type]]
The red X next to the number of records will delete all those contacts matching that type, but will keep the contact type.

<div style="clear:both;"></div>
== Editing A Contact Type ==
[[File:EditContactType.png|200px|thumb|right|Edit Contact Type]]

The notepad on the Contact Type line allows an administrator to edit the name. All contacts of that type will be updated and have the new name.

== Removing A Contact Type ==

The X on the far right after the notepad will delete the Contact Type '''along with any contacts of that type.'''

* WARNING: If a contact type is deleted, all contacts of that type will also be deleted. Example: Contact Type "Dead Accounts" is created and old, useless contacts are added to this contact type. When "Dead Accounts" contact type is deleted, all records with Contact Type "Dead Accounts" will be deleted along with the Contact Type.

Contact Types

2026-07-13T14:32:48Z

Ashley DeBon: /* Deleting Contacts of a certain Contact Type */

Path: [[Callproof Support]] - [[Website]] - [[Contact Types]]

== What are Contact Types? ==

Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. Default options are populated on new Callproof accounts but these can be altered as needed.

<div style="clear:both;"></div>
== Viewing Current Contact Type ==
[[File:ContactTypeIndex.png|200px|thumb|right|Contact types]]

To view Contact Types, from the navigation bar, select "Home" then "Contact Types".

Current Contact Types and the number of contacts of that type are displayed here.

<div style="clear:both;"></div>
== Add New Contact Type ==
[[File:AddNewContactType.png|200px|thumb|right|Add New Contact Type]]
To add a new Contact Type, click on Add Contact Type near the top right of the of the main screen panel. Name the new type and click submit to save.

<div style="clear:both;"></div>
== Deleting Contacts of a certain Contact Type ==
[[File:DeleteContactType.png|200px|thumb|right|Delete Contact Type]]
The red X next to the number of records will delete all those contacts matching that type, but will keep the contact type.

== Editing A Contact Type ==
[[File:EditContactType.png|200px|thumb|right|Edit Contact Type]]

The notepad on the Contact Type line allows an administrator to edit the name. All contacts of that type will be updated and have the new name.

== Removing A Contact Type ==

The X on the far right after the notepad will delete the Contact Type '''along with any contacts of that type.'''

* WARNING: If a contact type is deleted, all contacts of that type will also be deleted. Example: Contact Type "Dead Accounts" is created and old, useless contacts are added to this contact type. When "Dead Accounts" contact type is deleted, all records with Contact Type "Dead Accounts" will be deleted along with the Contact Type.

Contact Types

2026-07-13T14:32:33Z

Ashley DeBon: /* Add New Contact Type */

Path: [[Callproof Support]] - [[Website]] - [[Contact Types]]

== What are Contact Types? ==

Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. Default options are populated on new Callproof accounts but these can be altered as needed.

<div style="clear:both;"></div>
== Viewing Current Contact Type ==
[[File:ContactTypeIndex.png|200px|thumb|right|Contact types]]

To view Contact Types, from the navigation bar, select "Home" then "Contact Types".

Current Contact Types and the number of contacts of that type are displayed here.

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== Add New Contact Type ==
[[File:AddNewContactType.png|200px|thumb|right|Add New Contact Type]]
To add a new Contact Type, click on Add Contact Type near the top right of the of the main screen panel. Name the new type and click submit to save.

== Deleting Contacts of a certain Contact Type ==
[[File:DeleteContactType.png|200px|thumb|right|Delete Contact Type]]
The red X next to the number of records will delete all those contacts matching that type, but will keep the contact type.

== Editing A Contact Type ==
[[File:EditContactType.png|200px|thumb|right|Edit Contact Type]]

The notepad on the Contact Type line allows an administrator to edit the name. All contacts of that type will be updated and have the new name.

== Removing A Contact Type ==

The X on the far right after the notepad will delete the Contact Type '''along with any contacts of that type.'''

* WARNING: If a contact type is deleted, all contacts of that type will also be deleted. Example: Contact Type "Dead Accounts" is created and old, useless contacts are added to this contact type. When "Dead Accounts" contact type is deleted, all records with Contact Type "Dead Accounts" will be deleted along with the Contact Type.