Event Form Entries - Revision history

Ashley DeBon: /* Export Event Form Entries */

2026-07-15T07:04:11Z

‎Export Event Form Entries

Ashley DeBon: /* Delete Event Form Entry */

2026-07-15T07:03:49Z

‎Delete Event Form Entry

Ashley DeBon: /* Edit Event Form Entry */

2026-07-15T07:03:22Z

‎Edit Event Form Entry

Ashley DeBon: /* Add Event Form Entry */

2026-07-15T07:02:58Z

‎Add Event Form Entry

Ashley DeBon: /* Search and Filter Entries */

2026-07-15T07:02:35Z

‎Search and Filter Entries

Ashley DeBon at 06:55, 15 July 2026

2026-07-15T06:55:00Z

Ashley DeBon at 06:49, 15 July 2026

2026-07-15T06:49:58Z

Ashley DeBon at 06:49, 15 July 2026

2026-07-15T06:49:04Z

Ashley DeBon at 06:32, 15 July 2026

2026-07-15T06:32:39Z

Jeff Epperson at 16:46, 3 December 2014

2014-12-03T16:46:33Z

@@ Line 105: / Line 105: @@
 == Export Event Form Entries ==
 [[File:EventFormEntriesExport.png|250px|thumb|right|Schedule Event Form Entries Export]]
 # Open '''Dashboard''' → '''Event Form Entries'''.

@@ Line 91: / Line 91: @@
 # The updated information is saved and displayed in the entry list.
 <div style="clear:both;"></div>
 == Delete Event Form Entry ==
 [[File:EventFormEntriesDelete.png|250px|thumb|right|Event Form Entries Delete]]
 # Open '''Dashboard''' → '''Event Form Entries'''.

← Older revision		Revision as of 07:03, 15 July 2026
Line 73:		Line 73:

	== Edit Event Form Entry ==		== Edit Event Form Entry ==
		+	Correct or update a submitted event form so the account history stays accurate after a visit or follow-up.
	<div style="float:right; margin:0 0 1em 1em;">		<div style="float:right; margin:0 0 1em 1em;">

← Older revision		Revision as of 07:02, 15 July 2026
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	== Add Event Form Entry ==		== Add Event Form Entry ==
		+	Capture structured visit/activity data for an account by completing an event form, so your team has a consistent record of what happened in the field.
	<div style="float:right; margin:0 0 1em 1em;">		<div style="float:right; margin:0 0 1em 1em;">

@@ Line 28: / Line 28: @@
 == Search and Filter Entries ==
-Use the search panel to locate specific event form entries.
+Narrow the entries list by form, user, market, dates, account type, completed status, or keyword so you can quickly find the records you need[[File:EventFormEntriesSearch.png|250px|thumb|right|Event Form Entries Search]]
 # Open '''Event Form Entries'''.

@@ Line 92: / Line 92: @@
 == Delete Event Form Entry ==
-[[File:EventFormEntriesDelete.png|250px|thumb|right|Click the Add Stage (plus) icon]]
+[[File:EventFormEntriesDelete.png|250px|thumb|right|Event Form Entries Delete]]
 # Open '''Dashboard''' → '''Event Form Entries'''.
 # Locate the entry you want to delete.
@@ Line 99: / Line 99: @@
 # Confirm the deletion.
 # The entry is permanently removed from the account and the '''Event Form Entries''' list.
 == Export Event Form Entries ==
+[[File:EventFormEntriesExport.png|250px|thumb|right|Schedule Event Form Entries Export]]
 # Open '''Dashboard''' → '''Event Form Entries'''.
 # Select an '''Event Form''' in the search filters.

@@ Line 24: / Line 24: @@
 ## '''Completed''' status
 # Click the '''Expand''' (arrow) icon to view the complete entry details.
 == Search and Filter Entries ==
@@ Line 45: / Line 46: @@
 # The matching event form entries are displayed.
 # Use the page navigation controls to move between result pages.
 == Add Event Form Entry ==
@@ Line 68: / Line 70: @@
 # Click '''Save'''.
 # The entry is saved and appears under '''Event Form Entries'''.
 == Edit Event Form Entry ==
@@ Line 86: / Line 89: @@
 # Click '''Save'''.
 # The updated information is saved and displayed in the entry list.
 == Delete Event Form Entry ==
@@ Line 109: / Line 113: @@
 # When processing is complete, an email containing the download link is sent to you.
 # You can also access completed exports from your user '''Exports''' list.
 == Additional Actions ==

@@ Line 2: / Line 2: @@
-[[File:eventform_entries.jpg|200px|thumb|right|Index of Event Forms submitted within Callproof.]]
+== Event Form Entries ==
-== What are Event Form Entries? ==
+Event Form Entries are completed or in-progress event forms submitted for accounts. Use this page to search entries, review submitted information, edit or delete entries, update completion status, print entry details, and export results for reporting.
-Event Form Entries are all Events Forms that have been submitted in Callproof.
+'''Navigation:''' '''Dashboard''' → '''Event Form Entries'''
-A search area allows managers to pull specific event forms.  Search options are below.
+'''Note:''' In some companies, this menu appears as '''Dashboard & Reports''' → '''Event Form Entries'''.
-* '''Event Form''' - Select the needed Event Form
+# Log in to your CallProof account.
-* '''Sort''' - Date Added will start with oldest first.  Rev Date Added will list the most recent forms first.
+== Search and Filter Entries ==
-* '''Type''' - Select this to narrow down your search by Contact Type.  Only forms with a contact type that matches will be included.
+Use the search panel to locate specific event form entries.
-* '''Rep''' - Select a specific rep.
+# Open '''Event Form Entries'''.
-* '''Start Date''' - Select start date for pulling a date range.
+== Add Event Form Entry ==
-* '''End Date''' - Select an end date for pulling a date range.
+{| style="border:0;"
-Click the arrow left of the Event Form name to expand and see data submitted.
+'''Note:''' Event Form Entries are created from an account rather than from the Event Form Entries page.
-Click the notepad on the right side of the record to edit the Event Form data.
+== Edit Event Form Entry ==
-Click on the contact company or contact name to update the contact.
+== Delete Event Form Entry ==

← Older revision		Revision as of 16:46, 3 December 2014
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[Website~~]] - [[Navigation Bar~~]] - [[Dashboard]] - [[Event Form Entries]]	+	Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Event Form Entries]]