Events (New Web) - Revision history

Ashley DeBon at 08:45, 23 July 2026

2026-07-23T08:45:58Z

Ashley DeBon: /* View the Events feed */

2026-07-23T08:42:43Z

‎View the Events feed

Ashley DeBon: /* Events */

2026-07-23T08:40:35Z

‎Events

Ashley DeBon: /* Events */

2026-07-23T08:36:46Z

‎Events

Ashley DeBon: /* Events */

2026-07-23T08:36:37Z

‎Events

Ashley DeBon: /* Events */

2026-07-23T08:35:39Z

‎Events

Ashley DeBon at 08:34, 23 July 2026

2026-07-23T08:34:41Z

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Events (New Web) = Events = '''Screen title:''' Events '''Browser title:''' Events '''Address:''' `/dash/events/..."`


2026-07-23T08:32:12Z
Created page with "Path: Callproof Support - New Website - Events (New Web)  = Events =  '''Screen title:''' Events   '''Browser title:''' Events   '''Address:''' <code>/dash/events/..."
New page
Path: [[Callproof Support]] - [[New Website]] - [[Events (New Web)]]



= Events =



'''Screen title:''' Events  

'''Browser title:''' Events  

'''Address:''' <code>/dash/events/</code>



Use this screen to review a live '''activity feed''' of events logged in CallProof (calls, emails, check-ins, event forms, and other activity types).

This page is for '''viewing and filtering''' events — not for creating events by hand. Events are created when reps work in the field, on accounts, or on the phone.



From this screen you can:



* Browse recent and filtered events

* Filter by event type and how many results to load

* Filter by user and market (managers / market managers)

* Open a rep, account, people, or event form from a row (when you have access)

* Export an Events Report CSV (if export is allowed)



[[File:Events.png|300px|thumb|Events]]

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



== How to open Events ==



=== Option A — From the Dashboard ===



# Sign in to CallProof.

# Open the '''Dashboard'''.

# Click '''Events''' (or an events count / recent activity link that goes to Events).

# The Events feed opens.



=== Option B — From the main menu ===



# Sign in to CallProof.

# In the left sidebar, open '''Events''' (label may vary by company setup).



=== Option C — Open Events directly ===



# Open your web browser.

# Go to your CallProof website and add <code>/dash/events/</code> at the end of the address (for example: <code>https://appv2.callproof.com/dash/events/</code>).

# Press '''Enter'''.

# The Events page appears.



=== Option D — Filter to one rep from a link ===



# Some screens link to Events for one user (for example <code>/dash/events/?u=123</code>).

# The feed opens with that user pre-selected when the link includes a user id.



== Permissions ==



* You must be '''signed in'''.

* You see events for users you are allowed to view (based on role, markets, and settings).

* If your profile has '''Just My Events''', you mainly see your own events, and User / Markets filters are hidden.

* '''Managers''' and '''market managers''' can filter by User and Markets (unless Just My Events is on).

* Links to accounts or event forms may be text-only if you do not have access to that contact.

* '''Export Events Report''' requires export permission on your profile. Without it, export is denied and you stay on Events.

* Company menu permissions control whether this screen appears in your sidebar.



== What you see on the screen ==



=== Header ===



* Title: '''Events'''

* '''Filter''' button



=== Events list ===



Each row typically shows:



* Rep '''photo''' / initials (links to the user profile when available)

* '''Rep name''' (click to focus Events on that user)

* '''Event description''' (what happened — from the event type)

* Related items when present, for example:

#* '''Event form''' name (may link to the account’s event forms)

#* '''Contact''' / account name (or '''People''' when People is enabled)

#* '''Company''' name

#* Another rep, place, or Google place

* '''When''' it happened (relative time, for example “2 hours ago”)

* '''Duration''' when the event has a length

* '''Points''' earned when points apply (for example +5)

* Call-related extras (for example recording / summary) when available for phone events



'''Signup''' style events may show a simple message instead of the full activity line.



=== Empty state ===



* If nothing matches: '''No events found'''



=== Export ===



* When results load, '''Export Events Report''' can appear with pagination (if your account allows export).

* Export downloads a CSV of the current filtered events.



== Field guide (Events Filter) ==



Click the '''Filter''' button to open the filter panel.



=== Event Type ===



* Choose one event type, or leave blank / clear to see more types.

* Types come from your company’s event type list (calls, emails, forms, and other activities).



=== Max Results ===



* How many events to load for the search.

* Options: '''50''', '''100''', '''1000''', '''5000''', '''10000'''

* Default is often '''50'''.

* Larger numbers take longer to load.



=== User (managers / market managers) ===



* Filter by one or more reps.

* Optional: '''Show Inactive Users'''

* '''Select All''' / '''Clear'''

* Hidden when '''Just My Events''' is on.



=== Markets (managers / market managers) ===



* Filter by one or more markets.

* '''Select All''' / '''Clear'''

* Hidden when '''Just My Events''' is on.



=== Filter buttons ===



* '''Apply Filters''' — refresh the feed

* '''Clear Filters''' — reset and search again



== Why this screen matters ==



{| class="wikitable"

! Action

! Purpose

! When to use it

|-

| '''View Events'''

| See what the team (or you) logged recently — calls, visits, forms, and other activity.

| Daily check-in, coaching, or verifying field work.

|-

| '''Filter'''

| Narrow the feed by type, people, markets, or result size.

| Focus on one activity type, one rep, or one market.

|-

| '''Open links in a row'''

| Jump to the rep, account, people, or event form related to the activity.

| Follow up on a specific event.

|-

| '''Export Events Report'''

| Download filtered events as CSV for reporting or sharing outside CallProof.

| Manager reporting, audits, or offline analysis (requires export permission).

|}



'''Note:''' There is no Add / Edit / Delete event button on this page. Events are created by normal CallProof activity elsewhere (mobile app, calls, accounts, event forms, and so on).



== View the Events feed ==

[[File:EventsFeed.png|250px|thumb|right|Events feed]]



# Open '''Events''' (<code>/dash/events/</code>).

# The filter panel may open automatically; apply filters or clear them as needed.

# Scroll the list to review activity.

# Use pagination when available.

# Click a rep name to focus on that user’s events.

# Click an account, people, or event form link (when shown as a link) to open details.

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



== Filter Events ==

[[File:EventsFilter.png|250px|thumb|right|Events Filter]]



# Click the '''Filter''' button (if the panel is closed).

# Choose an '''Event Type''' (optional).

# Choose '''Max Results'''.

# (Managers / market managers) Select '''User''' and/or '''Markets''' as needed.

# (Optional) Check '''Show Inactive Users''' to pick inactive reps.

# Click '''Apply Filters'''.

# The feed refreshes.

# Click '''Clear Filters''' to reset, then apply again.

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



== Export Events Report ==

[[File:ExportEvents.png|250px|thumb|right|Export Events]]



'''Purpose:''' Download the filtered events list as a CSV file.



'''Address:''' <code>/dash/events/export/</code>



=== Steps ===



# Apply the filters you want first (so the export matches what you see).

# Confirm the list has events (export appears when results load).

# Click '''Export Events Report'''.

# If you have export permission, a CSV file (for example <code>events.csv</code>) downloads.

# If you do not have permission, CallProof shows a permission message and returns you to Events.



=== Typical CSV columns ===



* Representative

* Description

* Contact or People (depends on company People setting)

* Contact Company

* Other Representative

* Start

* Length

* Point

* Event Form



Some companies may see extra call-related columns.

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



== Related screens ==



* '''Dashboard''' — event counts and recent activity often link here

* '''Accounts / Contacts''' — open an account from an event row

* '''Event Forms''' — setup and entries for forms that appear in the feed

* '''Activity Points''' / '''Points''' — points shown on some event rows



== Tips and important notes ==



* This is an '''activity feed''', not an event calendar editor.

* Use '''Max Results''' carefully — large values (5,000 / 10,000) can be slow.

* '''Just My Events''' users will not see User / Markets filters.

* Account and form names may appear without links if you are not allowed to open that contact.

* Relative times (“2 hours ago”) use your timezone settings.

* Points on a row come from Activity Points rules for that event type.

* Export uses your current filters; set filters before exporting.

* Filter choices can stay in your session until you change or clear them.



== Need help? ==



* No events found: clear filters, raise Max Results, or confirm activity was logged

* Missing User / Markets filters: you may have Just My Events, or you are not a manager / market manager

* Cannot open an account from a row: you may lack access to that contact — ask a manager

* Export denied: ask a manager to enable export on your profile

* Feed looks incomplete: try a higher Max Results or a wider user/market filter

* Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 08:34, 23 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[Events (New Web)]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Report_Menu]] - [[Events (New Web)]]

	= Events =		= Events =

Events (New Web) - Revision history

Ashley DeBon at 08:45, 23 July 2026

Ashley DeBon: /* View the Events feed */

Ashley DeBon: /* Events */

Ashley DeBon: /* Events */

Ashley DeBon: /* Events */

Ashley DeBon: /* Events */

Ashley DeBon at 08:34, 23 July 2026

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Events (New Web) = Events = '''Screen title:''' Events '''Browser title:''' Events '''Address:''' /dash/events/..."

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Events (New Web) = Events = '''Screen title:''' Events '''Browser title:''' Events '''Address:''' `/dash/events/..."`