docs - Recent changes [en]

New Website

Ashley DeBon — Sat, 25 Jul 2026 13:01:04 GMT

‎Support Menu

File:SupportMenu.png

Ashley DeBon — Sat, 25 Jul 2026 13:00:02 GMT

Ashley DeBon uploaded File:SupportMenu.png

New page

New Website

Ashley DeBon — Sat, 25 Jul 2026 12:59:47 GMT

‎Support Menu

File:SubmitSupportRequest.png

Ashley DeBon — Sat, 25 Jul 2026 12:58:19 GMT

Ashley DeBon uploaded File:SubmitSupportRequest.png

New page

Support Menu

Ashley DeBon — Sat, 25 Jul 2026 12:57:05 GMT

‎Submit a support request

Support Menu

Ashley DeBon — Sat, 25 Jul 2026 12:54:11 GMT

Created page with "Path: Callproof Support - New Website - Submit Support Request = Submit Support Request = '''Screen purpose:''' Send a support ticket to the CallProof team from..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Submit Support Request]]

= Submit Support Request =

'''Screen purpose:''' Send a support ticket to the CallProof team from inside the app — pick a category, describe the issue, and choose how you want to be contacted.

* Choose a support '''Category'''

* Describe your problem or question

* Ask to be contacted by '''Email''', '''Phone''', or '''Do not contact'''

* Submit — CallProof emails the request to support

'''Popup title:''' Submit Support Request

'''Address:''' <code>/support/</code>

'''Note:''' This is a '''popup''' opened from the Support menu — not a full page. Opening the address directly returns the form for the popup.

'''Navigation:''' '''Support Icon Hover''' → '''Submit Support Request'''

[[File:SubmitSupportRequest.png|300px|thumb|Submit Support Request popup]]
<div style="clear:both;"></div>

== How to open Submit Support Request ==

=== Option A — Support menu (recommended) ===

# Sign in to CallProof.
# Open the sidebar '''Support''' section.
# Click the menu item for '''Support''' / '''Submit Support Request''' (label may vary by company menu).
# The '''Submit Support Request''' popup opens.

=== Option B — Request VOIP (companies without phone/VOIP enabled) ===

# If your company does not have CallProof VOIP/texting enabled, the phone-numbers menu may show as '''Request VOIP'''.
# Click '''Request VOIP'''.
# The same support popup opens with a '''VOIP'''-related category pre-selected when available.

== Permissions ==

* You must be '''signed in'''.
* Any signed-in user can submit a request.
* Your '''company name''', '''your name''', and (when set) your login email are included so support knows who sent it.
* Company menu permissions control whether the Support item appears in the sidebar.

== What you see in the popup ==

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Category'''
| Yes
| Dropdown of support categories (ordered for your company). Examples may include general help, billing, VOIP, etc.
|-
| '''Description of Problem or Question'''
| Yes
| Free-text box — explain what happened, what you expected, and any error messages.
|-
| '''Please Contact Me'''
| Yes
| Choose one: '''Email''', '''Phone''', or '''Do not contact'''
|-
| '''Email''' (shown when Email is selected)
| Yes (if Email)
| Pre-filled with your CallProof login email; you can change it
|-
| '''Phone Number''' (shown when Phone is selected)
| Yes (if Phone)
| Pre-filled with your default phone when available; you can change it
|-
| '''Submit'''
| —
| Sends the request to CallProof Support
|-
| '''X''' (close)
| —
| Closes without sending
|}

== Why Submit Support Request matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Submit a request'''
| Get help from CallProof Support without leaving the app.
| Bugs, how-to questions, account issues.
|-
| '''Pick a Category'''
| Routes your request to the right support topic.
| Always — choose the closest match.
|-
| '''Contact by Email / Phone'''
| Tell support how to reach you for follow-up.
| When you need a reply or callback.
|-
| '''Do not contact'''
| Send details only (for example a heads-up) without asking for a reply.
| Rare; most tickets need a contact method.
|-
| '''Request VOIP'''
| Ask CallProof to enable/set up phone features for your company.
| When the VOIP/phone menu is not available yet.
|}

----

= Submit a support request =

[[File:SubmitSupportRequestForm.png|250px|thumb|right|Support request form]]

=== Steps ===

# Open '''Submit Support Request''' from the Support menu.
# Choose a '''Category''' from the dropdown.
# In '''Description of Problem or Question''', write a clear summary:
** What you were doing
** What went wrong (or what you need)
** Any exact error text, screen name, or URL
# Under '''Please Contact Me''', select one option:
** '''Email''' — then confirm or edit the '''Email''' field that appears
** '''Phone''' — then confirm or edit the '''Phone Number''' field that appears
** '''Do not contact''' — no extra field appears
# Click '''Submit'''.
# You should see: '''Support Request Sent Successfully'''.
# The popup closes after about a second.

'''Required fields:''' Category, Description, and a contact choice. If you pick Email or Phone, that contact field is also required — incomplete fields are highlighted before submit.
<div style="clear:both;"></div>

----

= Contact preferences explained =

{| class="wikitable"
! Choice
! What happens
|-
| '''Email'''
| Support sees your preferred email. Reply-To on the ticket uses your CallProof login email so they can reply to you.
|-
| '''Phone'''
| Support sees the phone number you entered (defaults to your profile phone when available).
|-
| '''Do not contact'''
| The ticket is still sent; you are not asking for a callback or reply.
|}

----

= Request VOIP (related shortcut) =

'''Purpose:''' Ask CallProof about enabling VOIP / phone features when your company does not already have them.

'''Address pattern:''' <code>/support/?voip=1</code> (opens the same popup with VOIP category selected when that category exists)

=== Steps ===

# Click '''Request VOIP''' in the menu (shown when VOIP/phone numbers are not enabled for your company).
# Confirm the '''Category''' is the VOIP-related option (or select it).
# Describe what you need (for example: enable calling, texting, or a new phone number).
# Choose how you want to be contacted.
# Click '''Submit'''.

----

= What CallProof Support receives =

Your ticket email to support includes:

* Your '''company name'''
* The '''category''' you chose
* '''Your name''' (from your CallProof profile)
* Your '''contact preference''' and details (email or phone, if provided)
* Your '''description'''
* A subject line with company, your name, and the date/time

You do not manage a ticket list inside CallProof — follow-up happens by email or phone based on what you selected.

----

= Typical workflow =

# Hit a problem (or have a question) while using CallProof.
# Open '''Support → Submit Support Request'''.
# Pick the best '''Category'''.
# Paste any error text and name the screen (for example “Email Accounts” or “Update Time Zone”).
# Choose '''Email''' (keep your login email) or '''Phone'''.
# Click '''Submit''' and wait for the success message.
# Watch your email (or phone) for a reply from support.

----

= Tips and important notes =

* Be specific: screen name, what you clicked, and the exact error message save back-and-forth.
* Prefer '''Email''' if you can attach screenshots in your reply later.
* Your profile email and default phone are pre-filled — update them in the form if you want support to use a different number/address for this ticket only.
* Closing the popup with '''X''' discards an unsent form.
* This does '''not''' change your account settings — it only sends a message to support.
* For account/login issues where you cannot sign in, email [mailto:support@callproof.com support@callproof.com] directly.

== Need help? ==

* Form will not submit: fill Category, Description, and a contact choice; if Email/Phone is selected, fill that field too
* Wrong category: pick the closest match — support can re-route the ticket
* No success message: check your connection and try again; if it fails repeatedly, email [mailto:support@callproof.com support@callproof.com]
* Did not hear back: confirm the contact email/phone you entered, then follow up with support@callproof.com
* Other issues: email [mailto:support@callproof.com support@callproof.com]

New Website

Ashley DeBon — Sat, 25 Jul 2026 12:50:24 GMT

Personnel Settings Menu

Ashley DeBon — Sat, 25 Jul 2026 12:44:08 GMT

Link Email Accounts (New Web)

Ashley DeBon — Sat, 25 Jul 2026 12:39:09 GMT

‎Typical workflow

Link Email Accounts (New Web)

Ashley DeBon — Sat, 25 Jul 2026 12:34:17 GMT

Created page with "Path: Callproof Support - New Website - Personnel_Settings_Menu - Email = Email (Inbox, Outbox & Accounts) = '''Screen purpose:''' Connect your email account..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Personnel_Settings_Menu]] - [[Email]]

= Email (Inbox, Outbox & Accounts) =

'''Screen purpose:''' Connect your email account(s) to CallProof so your correspondence with contacts is synced and visible to your team, and browse the emails CallProof has matched to your contacts.

* '''Inbox''' — emails you received that CallProof matched to contacts

* '''Outbox''' — emails you sent that CallProof matched to contacts

* '''Accounts''' — connect / manage the mailboxes CallProof syncs (Google, Office 365, or Other/IMAP)

'''Browser titles:''' Inbox · Outbox · Email Accounts
'''Addresses:''' <code>/em/</code> (Inbox) · <code>/em/outbox/</code> (Outbox) · <code>/em/accounts/</code> (Accounts)

[[File:EmailInbox.png|300px|thumb|Email Inbox]]
<div style="clear:both;"></div>

== How to open Email ==

=== Option A — Main menu ===

# Sign in to CallProof.
# Open '''Email''' / '''Email Settings''' (label may vary by company menu).
# You land on the '''Inbox'''.

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/em/</code> for Inbox, <code>/em/outbox/</code> for Outbox, or <code>/em/accounts/</code> for Accounts.
# Press '''Enter'''.

=== Option C — Quick Links (on any Email screen) ===

# Click the '''Quick Links''' button at the top right.
# Choose '''Inbox''', '''Outbox''', or '''Accounts'''.

== Permissions ==

* You must be '''signed in'''.
* You see your own synced emails; '''managers / market managers''' can pick another '''Sales Rep''' in the filter to view that rep's emails.
* Emails you sync are '''visible to other users on your CallProof team''' (stated in the connect policy).
* Email accounts you connect belong to '''you''' — you manage/delete your own from the Accounts screen.
* Company menu permissions control whether Email appears in the sidebar.

== Why connect email matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Connect an account'''
| Let CallProof match your emails to the right contacts automatically.
| First-time setup, or adding a second mailbox.
|-
| '''Inbox / Outbox'''
| See the full email history with a contact without leaving CallProof.
| Prepping for a call or reviewing a deal.
|-
| '''Choose folders to sync'''
| Control which mailbox folders CallProof reads.
| Skip spam/archive; sync Inbox + Sent.
|-
| '''Schedule Historical Sync'''
| Pull in older email (up to 1 year back) so past history appears.
| Right after connecting a mailbox.
|-
| '''Re-Sync / Re-authenticate'''
| Fix a mailbox that stopped syncing (password/permission changed).
| When Sync Status shows a problem.
|}

----

= Inbox =

[[File:EmailInbox.png|250px|thumb|right|Inbox]]

'''Address:''' <code>/em/</code>

=== Columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (icon)
| Row marker / contact indicator
|-
| '''Received From'''
| The contact/sender CallProof matched
|-
| '''Subject'''
| Email subject (click to open the message)
|-
| (spacer)
| —
|-
| '''Date'''
| When the email was received
|}

=== Steps ===

# Open '''Inbox''' (<code>/em/</code>).
# Browse received emails matched to your contacts.
# Click a '''Subject''' to open the full message.
# Use the '''Filter''' (funnel) to narrow by Sales Rep and/or date.
<div style="clear:both;"></div>

----

= Outbox =

[[File:EmailOutbox.png|250px|thumb|right|Outbox]]

'''Address:''' <code>/em/outbox/</code>

=== Columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (icon)
| Row marker
|-
| '''Send To (Contact Personal Name)'''
| The person you emailed
|-
| '''Send To (Contact Company Name)'''
| Their company
|-
| '''Subject'''
| Email subject (click to open)
|-
| '''Date'''
| When the email was sent
|}

=== Steps ===

# Open '''Outbox''' (<code>/em/outbox/</code>).
# Browse emails you sent that were matched to contacts.
# Click a '''Subject''' to open the message.
# Use the '''Filter''' to narrow by Sales Rep and/or date.
<div style="clear:both;"></div>

----

= Filter Inbox / Outbox =

[[File:EmailFilter.png|250px|thumb|right|Filter Email]]

=== Filter fields ===

{| class="wikitable"
! Field
! Notes
|-
| '''Sales Rep'''
| Managers/market managers can view another rep's emails; reps see their own
|-
| '''Date''' (Begin / End)
| Limit to a sent/received date range
|}

=== Steps ===

# Click the '''Filter''' (funnel) icon.
# Choose a '''Sales Rep''' (if you manage others).
# Pick a '''Begin''' and/or '''End''' date.
# Apply the filter to update the list.
# Clear the fields to return to your own recent emails.

'''Tip:''' Filter choices are remembered for your session.
<div style="clear:both;"></div>

----

= Open and read an email =

'''Address:''' <code>/em/msg/<code>/</code> (opened by clicking a Subject)

When you open a message you can see:

* '''From''' / '''To''' (linked to the matched contact where possible)
* '''Subject''' and '''Date'''
* The message body, with view options: '''HTML''', '''Plain''' text, or '''Original'''
* '''Attachments''', if any
* '''Previous''' / '''Next''' navigation between messages

# Click a '''Subject''' in Inbox or Outbox.
# Read the message; switch between HTML / Plain / Original if needed.
# Open any attachments listed.
# Use Previous/Next to move through messages.

----

= Email Accounts =

[[File:EmailAccounts.png|250px|thumb|right|Email Accounts]]

'''Address:''' <code>/em/accounts/</code>

=== Columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Sync Status'''
| ✔ synced · “Never Synchronized” · a warning if it failed (with failure count)
|-
| '''Email'''
| The address, with '''Last Sync''' and '''Last Historical Sync''' details; '''Re-Sync Folders''' / '''Re-authenticate''' appears when there is a problem
|-
| '''Email Connection Type'''
| Google / Office 365 / Other, plus historical-sync duration and '''Refresh Folders'''
|-
| '''Hostname:Port'''
| Server details, folder selection, and '''Schedule Historical Sync'''
|-
| '''Actions'''
| '''Edit''' and '''Delete'''
|}

----

= Add an email account =

[[File:EmailAddAccount.png|250px|thumb|right|Choose provider]]

'''Purpose:''' Connect a mailbox so CallProof can sync it.

=== Steps ===

# On '''Accounts''', click '''+ Add Account'''.
# Choose a provider: '''Google''', '''Office''', or '''Other'''.
# Read the “what to expect when you connect” policy for that provider.
# Click '''Agree'''.
# '''Google / Office:''' sign in and approve access in the provider window; you return to Accounts.
# '''Other (IMAP):''' fill in the connection form and '''Save''' (see below).

'''Google/Office note:''' CallProof uses the provider's OAuth sign-in — you approve read access; CallProof does not store your provider password.
<div style="clear:both;"></div>

----

= Add / edit an “Other” (IMAP) account =

[[File:EmailOtherAccount.png|250px|thumb|right|Other provider form]]

=== Fields ===

{| class="wikitable"
! Field
! Notes
|-
| '''Email Address'''
| The mailbox address (required)
|-
| '''Username'''
| Must be the '''same as the email address'''
|-
| '''Hostname'''
| Your mail server (required)
|-
| '''Port'''
| Server port (required)
|-
| '''Password''' / '''Confirm Password'''
| Must match
|-
| '''Protocol'''
| Choose the email protocol (required)
|}

=== Steps ===

# Choose '''Other''' → '''Agree'''.
# Enter address, username (= address), hostname, port, password + confirm, and protocol.
# '''Save'''.
# CallProof begins syncing; check '''Sync Status''' on Accounts.

'''Edit:''' click the '''Edit''' (pencil) on an account to change these details; saving resets the sync so folders re-check.
<div style="clear:both;"></div>

----

= Choose which folders to sync =

'''Purpose:''' Tell CallProof which mailbox folders to read.

# On '''Accounts''', click '''Refresh Folders''' for the account to load its current folder list.
# In the folders selector, choose the folders to include (for example '''Inbox''' and '''Sent''').
# The account saves your folder choices.
# CallProof syncs the selected folders (“we are fetching your email… you will start seeing these emails shortly”).

'''Note:''' If no folder is selected, past-mail sync cannot run — pick at least one folder.

----

= Schedule Historical (past) email sync =

[[File:EmailHistoricalSync.png|250px|thumb|right|Historical sync]]

'''Purpose:''' Pull in older emails so past history with contacts appears.

=== Steps ===

# On '''Accounts''', pick a duration: '''1 Week''', '''1 Month''', '''3 Months''', '''6 Months''', or '''1 Year'''.
# Click '''Schedule Historical Sync'''.
# The historical sync is scheduled and runs in the background (status shows '''Running Now''' while active).
# When finished, '''Last Historical Sync''' shows the date.

'''Note:''' The duration selector and schedule button are disabled while a historical sync is already running or the account password is failing.
<div style="clear:both;"></div>

----

= Fix a failing account (Re-Sync / Re-authenticate) =

When '''Sync Status''' shows a warning (“Password Failing” or “Folders Not Sync”):

# Open '''Accounts'''.
# For '''Google/Office''' accounts, click '''Re-authenticate''' and approve access again.
# For '''Other/IMAP''' accounts, click '''Re-Sync Folders''' (or Edit and re-enter the password).
# Watch '''Sync Status''' return to ✔ after the next check.

----

= Delete an email account =

# On '''Accounts''', click the '''Delete''' (trash) icon for the account.
# Confirm.
# The account is removed and stops syncing (“Account deleted”).

'''You can also remove an integration later via Home → Email Settings → Accounts → Delete.'''

----

= Typical workflow =

# Open '''Accounts''' and '''+ Add Account'''.
# Choose Google / Office / Other and '''Agree''' to the connect policy.
# Select the folders to sync (Inbox + Sent is typical).
# '''Schedule Historical Sync''' for the range you need.
# Use '''Inbox''' / '''Outbox''' (with the Filter) to review email history per contact.
# If syncing stops, '''Re-authenticate''' or '''Re-Sync Folders'''.

----

= Tips and important notes =

* Emails only appear once they are '''matched to a contact''' and the folder is selected for sync.
* For '''Other/IMAP''', the '''Username must equal the email address''', and passwords must match.
* Historical sync and refresh buttons are '''disabled while a sync is running''' or the password is failing — fix the account first.
* Synced correspondence is '''visible to your team''' — this is by design for shared account history.
* Managers reviewing a rep's email use the '''Sales Rep''' filter; it does not change the rep's own view.
* Google/Office connections use OAuth — reconnect via '''Re-authenticate''' if access is revoked.

== Need help? ==

* “Account not found”: refresh Accounts; the account may have been deleted
* No emails showing: confirm the account is ✔ synced and the right folders are selected
* “No folders were selected to sync”: pick at least one folder, then retry
* Password Failing: Edit the account and re-enter the password, or Re-authenticate (Google/Office)
* Can't see another rep's email: only managers/market managers can use the Sales Rep filter
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Set Time Zone (New Web)

Ashley DeBon — Sat, 25 Jul 2026 12:06:03 GMT

‎Why Time Zone matters

Update Profile Photo (New Web)

Ashley DeBon — Sat, 25 Jul 2026 11:46:17 GMT

File:UpdateProfilePhoto.png

Ashley DeBon — Sat, 25 Jul 2026 11:41:59 GMT

Ashley DeBon uploaded File:UpdateProfilePhoto.png

New page

Update Profile Photo (New Web)

Ashley DeBon — Sat, 25 Jul 2026 11:40:49 GMT

‎Upload or replace your profile photo

Update Profile Photo (New Web)

Ashley DeBon — Sat, 25 Jul 2026 11:38:36 GMT

Created page with "Path: Callproof Support - New Website - Update Profile Photo = Update Profile Photo = '''Screen purpose:''' Change the photo that represents '''you''' in CallPro..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Update Profile Photo]]

= Update Profile Photo =

'''Screen purpose:''' Change the photo that represents '''you''' in CallProof (sidebar, lists, maps, activity, and other places your avatar appears).
[[File:UpdateProfilePhoto.png|300px|thumb|Update Profile Photo popup]]

* Preview your current photo (or initials if you have none)
* Drag and drop or choose a new image
* Upload and refresh so the new photo shows everywhere

'''Popup title:''' Update Profile Photo

'''Opened from:''' Sidebar → '''Personal Settings''' → '''Update Profile Photo'''

'''Upload address:''' <code>/users/images/<your_profile_id>/</code>

'''Note:''' This is a '''popup''' — not a full page. There is no separate browse URL; open it from Personal Settings.

'''Navigation:''' '''Personal Icon Hover''' → '''Update Profile Photo'''

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

== How to open Update Profile Photo ==

=== Option A — Personal Settings (recommended) ===

# Sign in to CallProof.
# Open the sidebar '''Personal Settings''' area (gear / settings menu — label may vary).
# Click '''Update Profile Photo'''.
# The '''Update Profile Photo''' popup opens on top of your current screen.

=== Option B — From Edit User (managers / company directory) ===

Managers can also change a rep’s photo while editing that user:

# Open the user’s edit / company directory profile.
# Use the profile image upload section on that screen.
# Choose a file and upload (same file types: JPG, PNG, SVG).

== Permissions ==

* You must be '''signed in'''.
* From '''Personal Settings''', you update '''your own''' photo.
* From '''Edit User''', you can update a photo only for users in '''your company'''.
* Company menu permissions control whether Personal Settings appears in the sidebar.

== What you see in the popup ==

{| class="wikitable"
! Area
! What it does
|-
| '''Circular preview'''
| Shows your current photo. If you have no photo yet, CallProof shows an initials-style avatar.
|-
| '''Hint'''
| “Image can be any size but should be proportional.”
|-
| '''Drag & Drop or Choose File'''
| Drop zone / click area to pick a file. Supported formats: '''JPG''', '''PNG''', '''SVG'''.
|-
| '''File name'''
| Shows the selected file name after you choose one.
|-
| '''Upload'''
| Sends the new photo and refreshes the page on success.
|-
| '''X''' (close)
| Closes without uploading.
|}

== Why Update Profile Photo matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Upload a photo'''
| Makes you easy to recognize in lists, maps, leaderboards, and activity.
| New hire setup, or when your current photo is outdated.
|-
| '''Replace a photo'''
| Swaps the old image for a new one without changing your name or settings.
| New headshot, role change, or clearer picture.
|-
| '''Use a proportional image'''
| Keeps the circular crop looking clean (face centered, not stretched).
| Always — before you upload.
|}

----

= Upload or replace your profile photo =

[[File:UpdateProfilePhotoUpload.png|250px|thumb|right|Choose and upload photo]]

=== Supported files ===

{| class="wikitable"
! Rule
! Details
|-
| Formats
| '''JPG''', '''PNG''', '''SVG'''
|-
| Size
| Any size is accepted; use a clear, proportional headshot
|-
| Required
| You must select a file before clicking '''Upload'''
|}

=== Steps ===

# Open '''Personal Settings → Update Profile Photo'''.
# Confirm the preview shows your current photo (or initials).
# Either:
** '''Drag and drop''' an image onto the dashed box, or
** '''Click''' the upload area / icon and choose a file.
# Check the circular preview — it updates to the new image before you upload.
# Confirm the file name appears under the drop zone.
# Click '''Upload'''.
# You should see: '''Profile image uploaded successfully'''.
# The page reloads after about a second so the new photo appears in the sidebar and elsewhere.

'''If you click Upload with no file selected:''' CallProof shows '''Please select a file before uploading''' and does not change your photo.
<div style="clear:both;"></div>

----

= Where your photo appears =

After a successful upload (and page refresh), your new photo is used in places such as:

* Sidebar / signed-in user icon
* User lists and company directory
* Map / field views that show rep avatars
* Activity and ranking-style screens that display your image

If a screen still shows the old photo, refresh the browser once more.

----

= Typical workflow =

# Open '''Update Profile Photo''' from Personal Settings.
# Choose a clear, square-ish headshot (JPG or PNG works best).
# Preview it in the circle.
# Click '''Upload''' and wait for the success message and reload.
# Confirm the sidebar icon updated.

----

= Tips and important notes =

* Prefer a '''face-centered, proportional''' photo — wide banners crop awkwardly in the circle.
* '''JPG''' or '''PNG''' are the most reliable everyday formats; SVG is also allowed.
* Selecting a file only '''previews''' it — nothing is saved until you click '''Upload'''.
* Closing the popup with '''X''' discards an unuploaded selection.
* This popup does not change your name, email, or password — photo only.
* Google / Microsoft login may set an initial photo for new accounts; you can still replace it here anytime.
* Managers uploading from Edit User use the same image rules and company check.

== Need help? ==

* “Please select a file before uploading”: choose a JPG/PNG/SVG first, then click Upload
* Upload fails / “Invalid form”: use an allowed format and try a smaller or different file
* Photo did not change: wait for the reload, then hard-refresh the browser
* Wrong person’s photo: from Personal Settings you can only change your own; managers use Edit User for another rep
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Personnel Settings Menu

Ashley DeBon — Sat, 25 Jul 2026 11:37:12 GMT

‎Update Profile Photo (New Web)

Set Time Zone (New Web)

Ashley DeBon — Sat, 25 Jul 2026 11:30:43 GMT

‎Typical workflow

← Older revision		Revision as of 13:01, 25 July 2026
Line 80:		Line 80:
	== [[Support Menu]] ==		== [[Support Menu]] ==

		+	Support → Submit Support Request. Does not leave the current page. URL: GET and POST /support/ Any logged-in user can use it if the menu item is visible.

		+	What it does Opens a form to describe a problem or question. On submit, CallProof sends an email to the support team. No support ticket is stored in the database — it is email only. Success message: Support Request Sent Successfully.
		+
		+	Form fields Category — required. Choose from support categories (ordered list). Description of Problem or Question — required. Free-text details. Please Contact Me — required. Email, Phone, or Do not contact. Phone Number — shown and required when Phone is selected. Prefills your default phone. Email — shown and required when Email is selected. Prefills your user email.
	[[File:SupportMenu.png\|350px\|thumb\|Support Menu]]		[[File:SupportMenu.png\|350px\|thumb\|Support Menu]]

@@ Line 81: / Line 81: @@
-[[File:PersonnelSettings.png|350px|thumb|Support Menu]]
+[[File:SupportMenu.png|350px|thumb|Support Menu]]
 More Info: [[Support Menu]]
 <div style="clear:both;"></div>
 == [[Personnel Settings Menu]] ==

← Older revision		Revision as of 12:50, 25 July 2026
Line 75:		Line 75:

	More Info: [[Settings Menu]]		More Info: [[Settings Menu]]
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		+	<div style="clear:both;"></div>
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		+	== [[Support Menu]] ==
		+
		+
		+	[[File:PersonnelSettings.png\|350px\|thumb\|Support Menu]]
		+
		+	More Info: [[Support Menu]]

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

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 More Info: [[Set Time Zone (New Web)]]
 [[File:UpdateTimeZoneView.png|350px|thumb|right|Set Time Zone]]
 <div style="clear:both;"></div>

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 | You want CallProof to match wherever you currently are.
 |}
 = Change your time zone =

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-Path: [[Callproof Support]] - [[New Website]] - [[Submit Support Request]]
+Path: [[Callproof Support]] - [[New Website]] - [[Support Menu]]
 = Submit Support Request =
 '''Screen purpose:''' Send a support ticket to the CallProof team from inside the app — pick a category, describe the issue, and choose how you want to be contacted.
 * Choose a support '''Category'''
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 '''Navigation:''' '''Support Icon Hover''' &rarr; '''Submit Support Request'''
 <div style="clear:both;"></div>
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 | When the VOIP/phone menu is not available yet.
 |}
 = Submit a support request =
+[[File:SubmitSupportRequest.png|350px|thumb|Submit Support Request form]]
 === Steps ===
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 '''Required fields:''' Category, Description, and a contact choice. If you pick Email or Phone, that contact field is also required — incomplete fields are highlighted before submit.
 <div style="clear:both;"></div>
 = Contact preferences explained =
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 | The ticket is still sent; you are not asking for a callback or reply.
 |}
 = Request VOIP (related shortcut) =
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 # Choose how you want to be contacted.
 # Click '''Submit'''.
 = What CallProof Support receives =
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 You do not manage a ticket list inside CallProof — follow-up happens by email or phone based on what you selected.
 = Typical workflow =
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 # Click '''Submit''' and wait for the success message.
 # Watch your email (or phone) for a reply from support.
 = Tips and important notes =

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-Path: [[Callproof Support]] - [[New Website]] - [[Personnel_Settings_Menu]] - [[Email]]
+Path: [[Callproof Support]] - [[New Website]] - [[Personnel_Settings_Menu]] - [[Link Email Accounts (New Web)]]
 = Email (Inbox, Outbox & Accounts) =
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 * '''Accounts''' — connect / manage the mailboxes CallProof syncs (Google, Office 365, or Other/IMAP)
 '''Browser titles:''' Inbox · Outbox · Email Accounts
 '''Addresses:''' <code>/em/</code> (Inbox) · <code>/em/outbox/</code> (Outbox) · <code>/em/accounts/</code> (Accounts)
 [[File:EmailInbox.png|300px|thumb|Email Inbox]]
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 | When Sync Status shows a problem.
 |}
 = Inbox =
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 # Use the '''Filter''' (funnel) to narrow by Sales Rep and/or date.
 <div style="clear:both;"></div>
 = Outbox =
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 # Use the '''Filter''' to narrow by Sales Rep and/or date.
 <div style="clear:both;"></div>
 = Filter Inbox / Outbox =
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 '''Tip:''' Filter choices are remembered for your session.
 <div style="clear:both;"></div>
 = Open and read an email =
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 # Open any attachments listed.
 # Use Previous/Next to move through messages.
 = Email Accounts =
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 | '''Edit''' and '''Delete'''
 |}
 = Add an email account =
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 '''Google/Office note:''' CallProof uses the provider's OAuth sign-in — you approve read access; CallProof does not store your provider password.
 <div style="clear:both;"></div>
 = Add / edit an “Other” (IMAP) account =
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 '''Edit:''' click the '''Edit''' (pencil) on an account to change these details; saving resets the sync so folders re-check.
 <div style="clear:both;"></div>
 = Choose which folders to sync =
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 '''Note:''' If no folder is selected, past-mail sync cannot run — pick at least one folder.
 = Schedule Historical (past) email sync =
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 '''Note:''' The duration selector and schedule button are disabled while a historical sync is already running or the account password is failing.
 <div style="clear:both;"></div>
 = Fix a failing account (Re-Sync / Re-authenticate) =
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 # For '''Other/IMAP''' accounts, click '''Re-Sync Folders''' (or Edit and re-enter the password).
 # Watch '''Sync Status''' return to ✔ after the next check.
 = Delete an email account =
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 '''You can also remove an integration later via Home → Email Settings → Accounts → Delete.'''
 = Typical workflow =
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 # Use '''Inbox''' / '''Outbox''' (with the Filter) to review email history per contact.
 # If syncing stops, '''Re-authenticate''' or '''Re-Sync Folders'''.
 = Tips and important notes =

← Older revision		Revision as of 11:46, 25 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Update Profile Photo]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Personnel_Settings_Menu]] - [[Update Profile Photo (New Web)]]

	= Update Profile Photo =		= Update Profile Photo =

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 '''Screen purpose:''' Change the photo that represents '''you''' in CallProof (sidebar, lists, maps, activity, and other places your avatar appears).
-[[File:UpdateProfilePhoto.png|300px|thumb|Update Profile Photo popup]]
+[[File:UpdateProfilePhoto.png|350px|thumb|Update Profile Photo popup]]
 * Preview your current photo (or initials if you have none)
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 | Always — before you upload.
 |}
 = Upload or replace your profile photo =
-[[File:UpdateProfilePhotoUpload.png|250px|thumb|right|Choose and upload photo]]
+[[File:UpdateProfilePhoto.png|350px|thumb|Choose and upload photo]]
 === Supported files ===
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 '''If you click Upload with no file selected:''' CallProof shows '''Please select a file before uploading''' and does not change your photo.
 <div style="clear:both;"></div>
 = Where your photo appears =
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 If a screen still shows the old photo, refresh the browser once more.
 = Typical workflow =
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 # Click '''Upload''' and wait for the success message and reload.
 # Confirm the sidebar icon updated.
 = Tips and important notes =

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 '''Default if none is set:''' CallProof falls back to a US Central-style default (commonly '''America/Chicago''' / Mountain fallback in profile helpers). Set your real zone as soon as you start using CallProof.
 = Typical workflow =
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 # Click '''Update Timezone'''.
 # Spot-check today’s appointments and tasks — times should match your local clock.
 = Tips and important notes =