Accounts - Revision history

Ashley DeBon: /* Accounts */

2026-07-15T09:16:18Z

‎Accounts

Ashley DeBon: /* Features include */

2026-07-15T09:15:57Z

‎Features include

Ashley DeBon: /* Features include */

2026-07-15T09:13:46Z

‎Features include

Ashley DeBon at 09:04, 15 July 2026

2026-07-15T09:04:33Z

Show changes

Ashley DeBon: /* Features include */

2026-07-15T09:03:20Z

‎Features include

Show changes

Ashley DeBon at 14:37, 14 July 2026

2026-07-14T14:37:45Z

Ashley DeBon at 14:34, 14 July 2026

2026-07-14T14:34:54Z

Ashley DeBon at 14:33, 14 July 2026

2026-07-14T14:33:32Z

Ashley DeBon: /* Features include: */

2026-07-14T09:26:47Z

‎Features include:

Ashley DeBon: /* Features include: */

2026-07-14T09:24:02Z

‎Features include:

@@ Line 44: / Line 44: @@
 * '''[[Notes]]''' – Add and view notes.
 * '''[[Mobile Opportunities]]''' – View or add sales opportunities.
-* '''[[People]]''' – View and manage people under the company.
+* '''[[Mobile People]]''' – View and manage people under the company.
 * '''[[Labels]]''' – Tag accounts for organization.
 * '''[[Images]]''' – View or add account images.

@@ Line 43: / Line 43: @@
 * '''[[Tasks / Follow-ups]]''' – Add or edit tasks and follow-ups.
 * '''[[Notes]]''' – Add and view notes.
-* '''[[Opportunities]]''' – View or add sales opportunities.
+* '''[[Mobile Opportunities]]''' – View or add sales opportunities.
 * '''[[People]]''' – View and manage people under the company.
 * '''[[Labels]]''' – Tag accounts for organization.

@@ Line 40: / Line 40: @@
 * '''[[Appointment]]''' – Start or end an appointment/check-in while visiting.
 * '''[[Add to Route]]''' – Add the account as a stop on your current route.
-* '''[[Event Forms]]''' – Fill out custom forms for the account.
+* '''[[Mobile Event Forms]]''' – Fill out custom forms for the account.
 * '''[[Tasks / Follow-ups]]''' – Add or edit tasks and follow-ups.
 * '''[[Notes]]''' – Add and view notes.

@@ Line 1: / Line 1: @@
-Path: [[Callproof Support]] - [[Website]] - [[Maps]] - [[Accounts]]
+Path: [[Callproof Support]] > [[Website]] > [[Maps]] > [[Accounts]]
 == What are Accounts? ==
 [[File:Accounts_page.png|200px|thumb|right|Accounts Page]]
-[[File:Accounts_menu.png|200px|thumb|right|Accounts Page]]
+[[File:Accounts_menu.png|200px|thumb|right|Accounts Menu]]
 Accounts are your company contacts in CallProof. From the Accounts screen, you can find, view, and manage the businesses you work with—search them, filter them, and take action on each account.
@@ Line 9: / Line 10: @@
 == Using Accounts ==
-Use the search bar to find an account by company name or other selected search fields. Open filters to choose which fields to search, sort results (for example Closest To Me, Need to Contact, or Recently Contacted), and narrow by account type or custom fields. Switch between All Accounts and Only My Accounts as needed.
+Use the search bar to find an account by company name or other selected search fields. Open filters to choose which fields to search, sort results (for example ''Closest To Me'', ''Need to Contact'', or ''Recently Contacted''), and narrow by account type or custom fields. Switch between '''All Accounts''' and '''Only My Accounts''' as needed.
 Each result shows the company name, address, and related details. Tap an account to open more options—call, message, email, start an appointment, add to a route, fill out event forms, add notes, or view and edit the account. Use the map icon to plot accounts on the map, and the add button to create a new account.
-. Open the Accounts tab.
+=== Steps ===
+# Open the Accounts tab.
-. Use the search bar to find accounts by company name or other selected search fields.
+# Use the search bar to find accounts by company name or other selected search fields.
+# Open Filters to choose which fields to search, how to sort, account type, custom fields, and All Accounts vs Only My Accounts.
-. Open Filters to choose which fields to search, how to sort, account type, custom fields, and All Accounts vs Only My Accounts.
+# Browse results—each row shows company name, address, distance, last contacted, and related details.
-. Browse results—each row shows company name, address, distance, last contacted, and related details.
+== Features include ==
 '''View accounts'''
@@ Line 42: / Line 36: @@
 Find accounts by company name or other fields (for example type, city, state, ZIP, street, phone, email—based on selected search fields). Use quotation marks for exact phrases when needed. Choose fewer search fields for faster, clearer results.
-'''1. Filters'''
+# '''Filters'''
-* Search fields — which fields the search uses
+#* Search fields — which fields the search uses
-* Sort — Closest to Me, Farthest Away, Need to Contact, Recently Contacted, Company A–Z / Z–A
+#* Sort — Closest to Me, Farthest Away, Need to Contact, Recently Contacted, Company A–Z / Z–A
-* Account type — Client, Lead, Prospect, etc. (your company's types)
+#* Account type — Client, Lead, Prospect, etc. (your company's types)
-* Custom fields — company-specific fields to narrow results
+#* Custom fields — company-specific fields to narrow results
-* Filters can be saved so your next visit uses the same settings
+#* Filters can be saved so your next visit uses the same settings
+# '''Sort by distance''' — Closest to Me / Farthest Away uses your device location to order nearby vs farther accounts.
-'''2. Sort by distance'''
+# '''Sort by contact activity''' — Need to Contact shows accounts least recently contacted. Recently Contacted shows the most recent ones.
+# '''Add a new account''' — Create an account with a company name and account type (required). You can also add address, phone, email, sales rep, custom fields, and more. Options may include a business card scan or vCard when enabled.
-Closest to Me / Farthest Away uses your device location to order nearby vs farther accounts.
+# '''View account details''' — Open an account to see full info: company, address, phones, people, custom fields, notes, appointments, follow-ups, opportunities, event forms, images, and history.
+# '''Edit account''' — Update company info, type, address, phones, sales reps, custom fields, and other details, then save.
-'''3. Sort by contact activity'''
+# '''Call''' — Call the account from the app when a number is available (including Twilio if enabled).
+# '''Message / SMS''' — Send a text to the account when messaging is available.
-Need to Contact shows accounts least recently contacted. Recently Contacted shows the most recent ones.
+# '''Email''' — Email the account from the Quick Action or More menu.
+# '''Appointment''' — Start or end an appointment/check-in for that account while you're visiting.
-'''4. Add a new account'''
+# '''Add to Route''' — Add the account as a stop on your current route.
+# '''Event Forms''' — Fill out custom forms tied to that account (orders, visits, surveys, etc.).
-Create an account with a company name and account type (required). You can also add address, phone, email, sales rep, custom fields, and more. Options may include a business card scan or vCard when enabled.
+# '''Tasks / Follow-ups''' — Add or edit tasks and follow-ups for the account.
+# '''Notes''' — Add and view notes on the account.
-'''5. View account details'''
+# '''Opportunities''' — View or add sales opportunities linked to the account.
+# '''People''' — View and manage contacts/people under that company.
-Open an account to see full info: company, address, phones, people, custom fields, notes, appointments, follow-ups, opportunities, event forms, images, and history.
+# '''Labels''' — Tag accounts with labels for organisation.
+# '''Images''' — View or add images for the account.
-'''6. Edit account'''
+# '''Directions / Street View''' — Open maps directions or street view when an address/location exists.
+# '''Map''' — Plot filtered accounts on a map. Use map tools (including lasso when available) to select accounts and add them to a route or work them on the map.
-Update company info, type, address, phones, sales reps, custom fields, and other details, then save.
+# '''More menu''' — One place for View/Edit Account, Call, Appointment, Event Forms, Opportunities, People, Tasks, Notes, Labels, Images, Email, Directions, Street View, and other company-enabled options.
 <div style="clear: both;"></div>

@@ Line 26: / Line 26: @@
-<div style="clear: both;"></div>
 == Features include: ==
@@ Line 128: / Line 128: @@
 One place for View/Edit Account, Call, Appointment, Event Forms, Opportunities, People, Tasks, Notes, Labels, Images, Email, Directions, Street View, and other company-enabled options.

@@ Line 34: / Line 34: @@
 '''All Accounts / Only My Accounts'''
- Switch between every account you can access and only accounts assigned to you.
+Switch between every account you can access and only accounts assigned to you.
 '''Search'''Findd accounts by company name or other fields (for example type, city, state, ZIP, street, phone, email—based on selected search fields). Use quotation marks for exact phrases when needed. Choose fewer search fields for faster, clearer results.