Ashley DeBon at 06:36, 30 July 2026

2026-07-30T06:36:18Z

Ashley DeBon at 06:33, 30 July 2026

2026-07-30T06:33:47Z

Ashley DeBon at 06:33, 30 July 2026

2026-07-30T06:33:35Z

Ashley DeBon: /* Typical workflow */

2026-07-30T06:32:40Z

‎Typical workflow

Ashley DeBon: /* Good to know */

2026-07-30T06:28:30Z

‎Good to know

Ashley DeBon: /* Related: manage images on one account */

2026-07-30T06:28:19Z

‎Related: manage images on one account

Ashley DeBon: /* Steps */

2026-07-30T06:28:10Z

‎Steps

Ashley DeBon: /* Filter the report */

2026-07-30T06:27:59Z

‎Filter the report

Ashley DeBon: /* Why Images Report matters */

2026-07-30T06:27:38Z

‎Why Images Report matters

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Images Report = Images Report = '''Screen purpose:''' Review account/contact images uploaded across CallProof — see who..."

2026-07-30T06:27:02Z

Created page with "Path: Callproof Support - New Website - Images Report = Images Report = '''Screen purpose:''' Review account/contact images uploaded across CallProof — see who..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Images Report]]

= Images Report =

'''Screen purpose:''' Review account/contact images uploaded across CallProof — see who uploaded them, how they were added, when they were uploaded, and delete images you uploaded.
[[File:ImagesReport.png|350px|thumb|Images Report]]

* Browse company contact images in one list
* Filter by name, date, type, sort, max results, and (managers) user
* Open the related account or event form / custom field
* Delete an image you uploaded

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

== How this differs from Account Images ==

{| class="wikitable"
! Screen
! Address / place
! What it is
|-
| '''Images Report''' (this page)
| <code>/contacts/images/</code>
| Company-wide report of uploaded contact images
|-
| '''Account → Images''' tab
| On Account edit (<code>/contacts/edit/<id>/</code>)
| Images for '''one''' account (upload/manage there)
|}

Images Report is for finding and auditing images. Most uploads happen from an account, event form, custom field, or business card flow.

== How to open Images Report ==

=== Option A — Direct address ===

# Sign in to CallProof.
# Go to your CallProof site and add <code>/contacts/images/</code>.
# Press '''Enter'''.

=== Option B — Menu (when available) ===

# Open '''Images Report''' / '''Images''' from the CallProof menu if your company shows it.

=== Option C — From an account image link ===

# From the report, click a contact name to open that account’s Images-related view (<code>/contacts/edit/<id>/?t=i</code>).

== Permissions ==

* You must be '''signed in'''.
* The report shows images for your '''company'''.
* '''User''' filter (and inactive users) appears for '''managers''' / market managers.
* '''Delete''' is available only for images '''you''' uploaded (trash icon shows on your rows only).

== What you see ==

=== Header ===

* '''Images Report''' title
* '''Filter''' button (opens the filter panel)

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Image'''
| Thumbnail of the uploaded image (or fallback initials/icon)
|-
| '''Contact Name'''
| Account/company name — links to the account (Images context)
|-
| '''User'''
| Who uploaded the image — links to that user’s Company Directory edit page
|-
| '''Via'''
| How the image was added (see table below)
|-
| '''Uploaded'''
| Upload date/time
|-
| '''Actions'''
| Delete (trash) — only if you are the uploader
|}

Empty list: '''No image report found'''

=== Via values ===

{| class="wikitable"
! Via
! Meaning
|-
| '''Event Form:''' [name]
| Uploaded through an event form (link opens that form entry)
|-
| '''Custom Field:''' [name]
| Uploaded through an image custom field (link opens account Details)
|-
| '''Business Card Upload'''
| Came from a business card upload
|-
| '''Regular Upload'''
| Standard account/contact image upload
|}

== Why Images Report matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Filter by date / user'''
| Audit activity for a period or rep.
| Coaching, compliance, cleanup.
|-
| '''Filter by Type'''
| Find event-form vs business-card vs regular images.
| Locating a specific kind of upload.
|-
| '''Open Contact / Via link'''
| Jump to the account or form behind the image.
| Investigating a photo.
|-
| '''Delete'''
| Remove an image you uploaded by mistake.
| Wrong file or sensitive content.
|}

----

= Filter the report =

[[File:ImagesReportFilter.png|350px|thumb|right|Images Report filter]]

=== Steps ===

# Click the '''Filter''' button.
# Set any of the following:

{| class="wikitable"
! Field
! Notes
|-
| '''Search'''
| Account/company name contains text (“Enter the Name”)
|-
| '''Start Date''' / '''End Date'''
| Limit by upload date range
|-
| '''Type'''
| Multi-select: '''Event Form''' · '''Custom Field''' · '''Business Card''' · '''Regular Upload'''
|-
| '''Sort'''
| '''Date Added''' · '''Rev Date Added''' (newest first is reverse)
|-
| '''Max Results'''
| 50 · 100 · 500 · 1000 · 5000 · 10000 · '''All'''
|-
| '''User''' (managers)
| Filter by uploader; optional '''Show Inactive Users'''; Select All / Clear
|}

# Click '''Search''' / Apply on the filter panel.
# Click '''Clear''' to reset filters and refresh the list.

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

----

= Open related account or source =

=== Steps ===

# Click '''Contact Name''' to open the account (Images-related link).
# Or click the '''Via''' link:
** Event Form → that event form entry
** Custom Field → account Details
# Click '''User''' to open that person’s Company Directory edit page (when linked).

----

= Delete an image =

[[File:ImagesReportDelete.png|350px|thumb|right|Delete image]]

=== Steps ===

# Find a row where you are the '''User''' (uploader).
# Click the trash icon ('''Delete Image''').
# Confirm when prompted.
# Success: '''Contact image deleted successfully'''.
# The list refreshes.

=== Good to know ===

* If you did not upload the image, no trash icon appears.
* If the image is already gone: '''Contact image not found'''.
* Deleting from the report removes that contact image record (and related custom-field links when applicable).

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

----

= Related: manage images on one account =

Images are usually added from the account, not from this report.

# Open an account (<code>/contacts/edit/<id>/</code>).
# Open the '''Images''' tab.
# Upload or delete images for that account there.
# Success messages may include '''Contact image saved successfully''' / '''Contact image updated successfully'''.

Use '''Images Report''' afterward to find that upload across the company list.

----

= Typical workflow =

# Open <code>/contacts/images/</code>.
# Filter by date range and Type (for example Event Form).
# Managers: narrow by User if needed.
# Click Contact Name or Via to inspect the source.
# Delete only your own mistaken uploads.
# Clear filters when finished.

----

= Tips and important notes =

* Screen title and browser title are both '''Images Report'''.
* Address is <code>/contacts/images/</code>; filter apply uses <code>/contacts/images_search/</code>.
* This page does not create images — it reports existing ones.
* '''Via''' tells you where the file came from (event form, custom field, business card, or regular upload).
* Default sort without choosing Date Added is newest first (Rev Date Added behavior).
* Max Results caps how many images are considered before paging.
* Managers see the User filter; other users see the company image list without that control.

== Need help? ==

* No image report found: widen dates, clear Type/User filters, or confirm images were uploaded to accounts
* Cannot delete: only the uploader sees Delete; ask that user or a manager for help
* Need to add a photo: open the account Images tab (or event form / custom field / business card flow)
* Wrong account linked: use Via and Contact Name links to verify the source
* Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 06:36, 30 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [Report Menu]] - [[Images (New Web)]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Report Menu]] - [[Images (New Web)]]
	= Images Report =		= Images Report =

← Older revision		Revision as of 06:33, 30 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Images (New Web)]]	+	Path: [[Callproof Support]] - [[New Website]] - [Report Menu]] - [[Images (New Web)]]
	= Images Report =		= Images Report =

← Older revision		Revision as of 06:33, 30 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Images ~~Report~~]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Images (New Web)]]
−
	= Images Report =		= Images Report =

← Older revision		Revision as of 06:28, 30 July 2026
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	<div style="clear:both;"></div>		<div style="clear:both;"></div>
−
−	~~----~~

	= Related: manage images on one account =		= Related: manage images on one account =

← Older revision		Revision as of 06:28, 30 July 2026
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	Use '''Images Report''' afterward to find that upload across the company list.		Use '''Images Report''' afterward to find that upload across the company list.
−
−	~~----~~

	= Typical workflow =		= Typical workflow =

@@ Line 217: / Line 217: @@
 # Delete only your own mistaken uploads.
 # Clear filters when finished.
 = Tips and important notes =

@@ Line 177: / Line 177: @@
 ** Custom Field → account Details
 # Click '''User''' to open that person’s Company Directory edit page (when linked).
 = Delete an image =

← Older revision		Revision as of 06:27, 30 July 2026
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	<div style="clear:both;"></div>		<div style="clear:both;"></div>
−
−	~~----~~

	= Open related account or source =		= Open related account or source =

@@ Line 130: / Line 130: @@
 | Wrong file or sensitive content.
 |}
 = Filter the report =

Images (New Web) - Revision history

Ashley DeBon at 06:36, 30 July 2026

Ashley DeBon at 06:33, 30 July 2026

Ashley DeBon at 06:33, 30 July 2026

Ashley DeBon: /* Typical workflow */

Ashley DeBon: /* Good to know */

Ashley DeBon: /* Related: manage images on one account */

Ashley DeBon: /* Steps */

Ashley DeBon: /* Filter the report */

Ashley DeBon: /* Why Images Report matters */

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Images Report = Images Report = '''Screen purpose:''' Review account/contact images uploaded across CallProof — see who..."