Choose After Call Form (New web) - Revision history

Ashley DeBon at 07:15, 27 July 2026

2026-07-27T07:15:22Z

Ashley DeBon: /* After Call Event Form */

2026-07-27T07:13:55Z

‎After Call Event Form

Ashley DeBon: /* What this setting means */

2026-07-27T07:07:43Z

‎What this setting means

Ashley DeBon: /* Add a new Event Form first */

2026-07-27T07:07:32Z

‎Add a new Event Form first

Ashley DeBon: /* Typical workflow */

2026-07-27T07:07:21Z

‎Typical workflow

Ashley DeBon: /* Why this setting matters */

2026-07-27T07:07:12Z

‎Why this setting matters

Ashley DeBon: /* Good to know */

2026-07-27T07:07:00Z

‎Good to know

Ashley DeBon: /* After Call Event Form */

2026-07-27T07:06:45Z

‎After Call Event Form

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Communication Menu - After Call Event Form = After Call Event Form = '''Screen purpose:''' Choose which '''Event Form..."

2026-07-27T07:05:47Z

Created page with "Path: Callproof Support - New Website - Communication Menu - After Call Event Form = After Call Event Form = '''Screen purpose:''' Choose which '''Event Form..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Communication Menu]] - [[After Call Event Form]]

= After Call Event Form =

'''Screen purpose:''' Choose which '''Event Form''' your company wants to use as the default '''After Call Event Form'''.

* Pick one existing Event Form from a dropdown
* Save it as the company’s current After Call form
* Clear the selection if you do not want one set
* Jump directly to '''Add Event Form''' if you need to create a new form first

'''Screen title:''' After Call Event Form

'''Opens as:''' Popup modal (not a full page)

'''Address used to load content:''' <code>/eforms/after_call</code>

'''Save action:''' <code>/eforms/set_after_call/</code>

[[File:AfterCallEventForm.png|350px|thumb|After Call Event Form popup]]
<div style="clear:both;"></div>

== How to open After Call Event Form ==

=== Option A — Menu / sidebar ===

# Sign in to CallProof.
# Open the menu that contains Event Form tools.
# Click '''After Call Event Form'''.

=== Option B — Direct popup route ===

# Open your CallProof site.
# Go to <code>/eforms/after_call</code>.
# CallProof loads the '''After Call Event Form''' popup.

== Permissions ==

* You must be '''signed in''' to open the popup.
* Only a '''manager''' can save or change the selection.
* Non-managers may get a '''Not a manager''' message when trying to save.

== What you see in the popup ==

{| class="wikitable"
! Area
! What it does
|-
| '''Event Forms''' dropdown
| Lists all Event Forms for your company in name order.
|-
| Current selection
| The Event Form already marked as the After Call form appears selected.
|-
| '''Add Event Form''' button
| Opens the screen to create a brand new Event Form.
|-
| '''Okay''' button
| Saves the selected Event Form as the After Call Event Form.
|}

== What this setting means ==

This popup does '''not''' fill out an event form by itself.
It is a '''company setting''' that marks '''one''' Event Form as the designated '''After Call Event Form'''.

Only one Event Form can be selected at a time.

{| class="wikitable"
! If you do this
! Result
|-
| Select one Event Form and save
| That form becomes the current After Call Event Form.
|-
| Select a different Event Form and save
| The previous one is replaced.
|-
| Leave the dropdown blank and save
| The After Call Event Form setting is cleared.
|}

----

= Set the After Call Event Form =

[[File:AfterCallEventFormSelect.png|350px|thumb|right|Select the After Call Event Form]]

=== Steps ===

# Open the '''After Call Event Form''' popup.
# Click the '''Event Forms''' dropdown.
# Choose the Event Form you want to use.
# Click '''Okay'''.
# Wait for the success message: '''After call event form updated successfully'''.
# The popup closes and the page reloads.

=== Good to know ===

* Saving resets the old After Call selection before applying the new one.
* Only '''one''' Event Form can be marked as the After Call form.
* If you save with nothing selected, CallProof removes the current After Call assignment.

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

----

= Add a new Event Form first =

[[File:AfterCallEventFormAdd.png|350px|thumb|right|Add Event Form button]]

If the form you need does not exist yet:

# Open the '''After Call Event Form''' popup.
# Click '''Add Event Form'''.
# Create the new Event Form.
# Return to the popup.
# Select the new form from the dropdown.
# Click '''Okay''' to save it as the After Call Event Form.

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

----

= Why this setting matters =

{| class="wikitable"
! Benefit
! Why it helps
|-
| Consistency
| Everyone uses the same chosen form for the company’s after-call workflow.
|-
| Simpler setup
| Managers can switch the default form without editing every user.
|-
| Flexibility
| You can replace the selected form whenever your process changes.
|-
| Clean control
| Only one form is flagged as the After Call form at a time.
|}

----

= Typical workflow =

# Review your company’s Event Forms.
# Decide which one should be used for the after-call workflow.
# Open '''After Call Event Form'''.
# Select that form.
# Click '''Okay'''.
# Test your normal after-call process to confirm the right form is being used.

----

= Tips and important notes =

* This is a '''popup setting''', not a full reporting screen.
* The dropdown shows only Event Forms that belong to '''your company'''.
* Managers can change the selected form at any time.
* If you are unsure which form to choose, review the form names first in the Event Forms area.
* If no form is selected, your company has '''no After Call Event Form set'''.

== Need help? ==

* Cannot save: confirm you are logged in as a '''manager'''.
* Dropdown is empty: your company may not have any Event Forms yet.
* Saved the wrong form: reopen the popup, choose the correct one, and click '''Okay''' again.
* Want a new option in the list: click '''Add Event Form''' and create it first.
* Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 07:15, 27 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Communication Menu]] - [[After Call ~~Event~~ Form]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Communication Menu]] - [[Choose After Call Form (New web)]]

	= After Call Event Form =		= After Call Event Form =

← Older revision		Revision as of 07:07, 27 July 2026
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	<div style="clear:both;"></div>		<div style="clear:both;"></div>
−
−	~~----~~

	= Why this setting matters =		= Why this setting matters =

← Older revision		Revision as of 07:07, 27 July 2026
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	<div style="clear:both;"></div>		<div style="clear:both;"></div>
−
−	~~----~~

	= Add a new Event Form first =		= Add a new Event Form first =

← Older revision		Revision as of 07:06, 27 July 2026
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	'''Address used to load content:''' <code>/eforms/after_call</code>		'''Address used to load content:''' <code>/eforms/after_call</code>

−	~~'''Save action:''' <code>/eforms/set_after_call/</code>~~

	[[File:AfterCallEventForm.png\|350px\|thumb\|After Call Event Form popup]]		[[File:AfterCallEventForm.png\|350px\|thumb\|After Call Event Form popup]]

@@ Line 4: / Line 4: @@
 '''Screen purpose:''' Choose which '''Event Form''' your company wants to use as the default '''After Call Event Form'''.
 * Pick one existing Event Form from a dropdown
@@ Line 16: / Line 17: @@
 '''Address used to load content:''' <code>/eforms/after_call</code>
 <div style="clear:both;"></div>

@@ Line 79: / Line 79: @@
 | The After Call Event Form setting is cleared.
 |}
 = Set the After Call Event Form =

@@ Line 147: / Line 147: @@
 # Click '''Okay'''.
 # Test your normal after-call process to confirm the right form is being used.
 = Tips and important notes =

@@ Line 138: / Line 138: @@
 | Only one form is flagged as the After Call form at a time.
 |}
 = Typical workflow =