Event Forms (New Web) - Revision history

Ashley DeBon at 07:22, 23 July 2026

2026-07-23T07:22:12Z

2026-07-22T14:48:24Z

2026-07-22T12:02:18Z

2026-07-22T12:01:08Z

‎Delete an Event Form

2026-07-22T12:00:31Z

‎Fill an Event Form on an Account

2026-07-22T11:50:15Z

‎Delete an Event Form

2026-07-22T11:47:53Z

‎Event Forms

2026-07-22T11:47:32Z

‎How to open Event Forms

2026-07-22T11:39:57Z

‎Edit an Event Form

2026-07-22T11:37:54Z

‎Add a new Event Form

← Older revision		Revision as of 07:22, 23 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Event Forms (New Web)]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Settings_Menu]] - [[Event Forms (New Web)]]

	= Event Forms =		= Event Forms =

← Older revision		Revision as of 14:48, 22 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Event Forms]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Event Forms (New Web)]]

	= Event Forms =		= Event Forms =

@@ Line 91: / Line 91: @@
 {| style="border:0;"
-| [[File:AddEventForm.png|250px|thumb|Click the Add Event Form (plus) icon]]
+| [[File:AddEventForm.png|300px|thumb|Click the Add Event Form (plus) icon]]
-| [[File:AddEventFormView.png|250px|thumb|right|Add Event Form]]
+| [[File:AddEventFormView.png|300px|thumb|right|Add Event Form]]
 |}
@@ Line 119: / Line 119: @@
 {| style="border:0;"
-| [[File:EditEventForm.png|250px|thumb|Click the Edit (pencil) icon]]
+| [[File:EditEventForm.png|300px|thumb|Click the Edit (pencil) icon]]
-| [[File:EditEventFormView.png|250px|thumb|right|Edit Event Form]]
+| [[File:EditEventFormView.png|300px|thumb|right|Edit Event Form]]
 |}
@@ Line 146: / Line 146: @@
 == Copy an Event Form ==
-[[File:CopyEventForm.png|250px|thumb|right|Copy Event Form]]
+[[File:CopyEventForm.png|300px|thumb|right|Copy Event Form]]
 # Open '''Event Forms'''.
@@ Line 165: / Line 165: @@
 == Delete an Event Form ==
-[[File:DeleteEventForm.png|250px|thumb|right|Event Form Delete]]
+[[File:DeleteEventForm.png|300px|thumb|right|Event Form Delete]]
 # Open '''Event Forms'''.
@@ Line 181: / Line 181: @@
 == Event Forms Entries ==
-[[File:EventFormsEntries.png|250px|thumb|right|Event Forms Entries]]
+[[File:EventFormsEntries.png|300px|thumb|right|Event Forms Entries]]
 Use this screen to review forms that users have submitted on accounts.

@@ Line 171: / Line 171: @@
 # Confirm the delete when asked.
 # The form is removed from the list.
 == Reorder Event Forms ==

@@ Line 229: / Line 229: @@
 # On the Entries page pagination/export area, open '''Schedule Event Form Entries Export''' when it is shown.
 # Follow the schedule export steps to send entry data on a schedule.
 <div style="clear:both;"></div>

← Older revision		Revision as of 11:50, 22 July 2026
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	== Delete an Event Form ==		== Delete an Event Form ==
		+	[[File:DeleteEventForm.png\|250px\|thumb\|right\|Event Form Delete]]

	# Open '''Event Forms'''.		# Open '''Event Forms'''.

@@ Line 6: / Line 6: @@
 Managers set up the forms and fields. Sales reps and other users complete forms on accounts and review submitted entries.
 [[File:EventFormsList.png|300px|thumb|Event Forms]]
 From Event Forms you can also:

← Older revision		Revision as of 11:47, 22 July 2026
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	<div style="clear:both;"></div>		<div style="clear:both;"></div>
−
−	~~== How to open Event Forms ==~~
−
−	~~=== Option A — From the main menu ===~~
−
−	~~# Sign in to CallProof.~~
−	~~# In the left sidebar menu, open the menu item for '''Event Forms''' (label may vary by company setup).~~
−	~~# The '''Event Forms''' list opens.~~
−
−	~~=== Option B — Open Event Forms directly ===~~
−
−	~~# Open your web browser.~~
−	~~# Go to your CallProof website and add <code>/eforms/</code> at the end of the address (for example: <code>https://appv2.callproof.com/eforms/</code>).~~
−	~~# Press '''Enter'''.~~
−	~~# The Event Forms list appears.~~
−
−	~~=== Option C — From Quick Links on Event Form pages ===~~
−
−	~~# Open any Event Forms page (list, add form, edit form, or entries).~~
−	~~# Click '''Quick Links'''.~~
−	~~# Choose '''Event Forms'''.~~
−
−	~~=== Option D — From Event Forms Entries ===~~
−
−	~~# Open '''Event Forms Entries''' (see below).~~
−	~~# Click '''Quick Links'''.~~
−	~~# Choose '''Event Forms'''.~~

	== Permissions ==		== Permissions ==

@@ Line 141: / Line 141: @@
 == Edit an Event Form ==
-[[File:EditEventForm.png|250px|thumb|right|Edit Event Form]]
+<div style="float:right; margin:0 0 1em 1em;">
 # Open '''Event Forms'''.