Events - Revision history

Ashley DeBon at 05:43, 15 July 2026

2026-07-15T05:43:44Z

Ashley DeBon: /* Export Events Report */

2026-07-15T05:43:12Z

‎Export Events Report

Ashley DeBon at 05:41, 15 July 2026

2026-07-15T05:41:14Z

Ashley DeBon at 05:35, 15 July 2026

2026-07-15T05:35:36Z

Ashley DeBon at 05:35, 15 July 2026

2026-07-15T05:35:09Z

Ashley DeBon at 05:34, 15 July 2026

2026-07-15T05:34:00Z

Ashley DeBon at 05:23, 15 July 2026

2026-07-15T05:23:51Z

Jeff Epperson: Created page with "Path: Callproof Support - Website - Navigation Bar - Dashboard - Events Recent Events happening in Callproof =..."

2013-10-16T19:41:19Z

Created page with "Path: Callproof Support - Website - Navigation Bar - Dashboard - Events 200px|thumb|right|Recent Events happening in Callproof =..."

New page

Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Dashboard]] - [[Events]]

[[File:events_page.jpg|200px|thumb|right|Recent Events happening in Callproof]]
== What are Events ? ==

Activity within Callproof is recorded. From the Events pages, these actions can be seen.

If interested in a specific rep, select them from the Employee dropdown.

All actions that are reported through Callproof can be seen in the Event Type dropdown.

Select Search to pull requested info.

On the right of this screen are links to graphical representations of common activites.

@@ Line 60: / Line 60: @@
 '''Note:''' The '''Export Events Report''' option is available only for users with export permissions.
 * Monitor recent team activity across CallProof.
 * Search and filter events by activity type, user, market, and other available criteria.

← Older revision		Revision as of 05:43, 15 July 2026
Line 60:		Line 60:

	'''Note:''' The '''Export Events Report''' option is available only for users with export permissions.		'''Note:''' The '''Export Events Report''' option is available only for users with export permissions.
		+	<div style="clear:both;"></div>

	== What You Can Do ==		== What You Can Do ==

@@ Line 19: / Line 19: @@
 Use the filters at the top of the page to locate specific events.
+[[File:EventsSearch.png|250px|thumb|right|Events Search Filter]]
 # Open the '''Events''' page.
 # Select an '''Event Type''' to display only a specific type of activity, if needed.
@@ Line 29: / Line 29: @@
 # Click '''Search'''.
 # The page refreshes and displays the matching events.
 == View Event Details ==
 The search results display a list of activity records.
+[[File:EventsView.png|250px|thumb|right|Events]]
 Each event may include:
@@ Line 47: / Line 48: @@
 # Click the linked '''User''', '''Account''', '''Contact''', or other related record.
 # The selected record opens for additional details.
 == Export Events Report ==
 Export the current search results to a CSV file.
+[[File:EventsExport.png|250px|thumb|right|Export Events Report]]
 # Open the '''Events''' page.
 # Apply any search or filter criteria, if needed.
@@ Line 65: / Line 67: @@
 * View related users, accounts, contacts, opportunities, and activity details.
 * Export filtered event data to a CSV file for reporting or analysis.

@@ Line 5: / Line 5: @@
 [[File:Events.png|250px|thumb|right|Recent Events happening in Callproof]]
 '''Navigation:''' '''Dashboard''' → '''Events'''
@@ Line 15: / Line 14: @@
 # The '''Events''' page opens.
 # The page displays the most recent activity events based on your permissions.
 == Search and Filter Events ==

← Older revision		Revision as of 05:35, 15 July 2026
Line 5:		Line 5:

	[[File:Events.png\|250px\|thumb\|right\|Recent Events happening in Callproof]]		[[File:Events.png\|250px\|thumb\|right\|Recent Events happening in Callproof]]
		+	<div style="clear:both;"></div>
	'''Navigation:''' '''Dashboard''' → '''Events'''		'''Navigation:''' '''Dashboard''' → '''Events'''

@@ Line 2: / Line 2: @@
 == Events ==
-Activity within Callproof is recorded.  From the Events pages, these actions can be seen.
+[[File:Events.png|250px|thumb|right|Recent Events happening in Callproof]]
-If interested in a specific rep, select them from the Employee dropdown.
+'''Navigation:''' '''Dashboard''' → '''Events'''
-[[File:Events.png|250px|thumb|right|Recent Events happening in Callproof]]
+'''Note:''' In some companies, this menu appears as '''Dashboard & Reports''' → '''Events'''.
 # Log in to your CallProof account.
-# From the main navigation bar, hover over '''Dashboard & Reports'''.
+# From the main navigation bar, hover over '''Dashboard'''.
-# Click '''Events'''.
+# Select '''Events'''.
-# The '''Events''' page opens and displays the list of existing events.
+# The '''Events''' page opens.

@@ Line 1: / Line 1: @@
 Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Dashboard]] - [[Events]]
 == Events ==
 Activity within Callproof is recorded.  From the Events pages, these actions can be seen.
 If interested in a specific rep, select them from the Employee dropdown.
 All actions that are reported through Callproof can be seen in the Event Type dropdown.
-Select Search to pull requested info.
+[[File:Events.png|250px|thumb|right|Recent Events happening in Callproof]]
-On the right of this screen are links to graphical representations of common activites.
+To open the Events page: