http://docs.callproof.com/index.php?action=history&feed=atom&title=Edit_account 2026-07-24T04:33:40Z Revision history for this page on the wiki MediaWiki 1.31.0 http://docs.callproof.com/index.php?title=Edit_account&diff=2055&oldid=prev 2026-07-17T07:03:12Z

<p>‎<span dir="auto"><span class="autocomment">Edit account</span></span></p> <table class="diff diff-contentalign-left" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 07:03, 17 July 2026</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1" >Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class='diff-marker'>&#160;</td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>== Edit account ==</div></td><td class='diff-marker'>&#160;</td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>== Edit account ==</div></td></tr> <tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>&#160;</div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">[[File:App_Edit_account.png|200px|thumb|right|Callproof Mobile App Accounts Page]]</ins></div></td></tr> <tr><td class='diff-marker'>&#160;</td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>=== What is Edit account? ===</div></td><td class='diff-marker'>&#160;</td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>=== What is Edit account? ===</div></td></tr> <tr><td class='diff-marker'>&#160;</td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'>&#160;</td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr> </table>

Ashley DeBon http://docs.callproof.com/index.php?title=Edit_account&diff=1493&oldid=prev 2026-07-15T09:08:50Z

<p>Created page with &quot;== Edit account == === What is Edit account? === Edit account updates an existing company contact record. === How to navigate === &#039;&#039;&#039;<a href="/index.php/Accounts" title="Accounts">Accounts</a>&#039;&#039;&#039; → &#039;&#039;&#039;<a href="/index.php/More_menu" title="More menu">More menu</a>&#039;&#039;...&quot;</p> <p><b>New page</b></p><div>== Edit account ==<br /> <br /> === What is Edit account? ===<br /> <br /> Edit account updates an existing company contact record.<br /> <br /> === How to navigate ===<br /> <br /> &#039;&#039;&#039;[[Accounts]]&#039;&#039;&#039; → &#039;&#039;&#039;[[More menu]]&#039;&#039;&#039; → Edit Account <br /> (or Edit from &#039;&#039;&#039;[[View account details]]&#039;&#039;&#039;)<br /> <br /> === Using Edit account ===<br /> <br /> # Open Edit Account.<br /> # Update company info, type, address, phones, sales reps, custom fields, and other details.<br /> # Save changes.<br /> # Confirm the updated values on the account screen.<br /> <br /> === Features include ===<br /> <br /> * &#039;&#039;&#039;Update core info&#039;&#039;&#039; – Company name, type, contact details.<br /> * &#039;&#039;&#039;Address / phones&#039;&#039;&#039; – Keep location and numbers current.<br /> * &#039;&#039;&#039;Sales reps&#039;&#039;&#039; – Assign or change ownership.<br /> * &#039;&#039;&#039;Custom fields&#039;&#039;&#039; – Edit company-specific values.<br /> * &#039;&#039;&#039;Save&#039;&#039;&#039; – Persist updates to CallProof.<br /> <br /> &lt;div style=&quot;clear: both;&quot;&gt;&lt;/div&gt;<br /> <br /> ----</div>

Ashley DeBon