Labels (New web) - Revision history

Ashley DeBon at 13:29, 29 July 2026

2026-07-29T13:29:45Z

Ashley DeBon at 13:29, 29 July 2026

2026-07-29T13:29:10Z

Ashley DeBon: /* Why this popup matters */

2026-07-29T13:18:15Z

‎Why this popup matters

Ashley DeBon: /* Delete several labels */

2026-07-29T13:17:58Z

‎Delete several labels

Ashley DeBon: /* Typical workflow */

2026-07-29T13:17:49Z

‎Typical workflow

Ashley DeBon: /* What this popup does not do */

2026-07-29T13:17:35Z

‎What this popup does not do

Ashley DeBon: /* Good to know */

2026-07-29T13:17:22Z

‎Good to know

Ashley DeBon: /* Steps */

2026-07-29T13:17:12Z

‎Steps

Ashley DeBon: /* Labels */

2026-07-29T13:16:26Z

‎Labels

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Labels = Labels = '''Screen purpose:''' Open a popup to view your company’s account labels, search them, and delete lab..."

2026-07-29T13:15:29Z

Created page with "Path: Callproof Support - New Website - Labels = Labels = '''Screen purpose:''' Open a popup to view your company’s account labels, search them, and delete lab..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Labels]]

= Labels =

'''Screen purpose:''' Open a popup to view your company’s account labels, search them, and delete labels you no longer need.
[[File:LabelsPopup.png|350px|thumb|Labels popup]]

* View all company labels
* Search labels by name
* Select one or many labels
* Delete a single label or several at once

'''Popup title:''' Labels
'''How it opens:''' Popup / modal (via Quick Links → Labels)
'''Data address:''' <code>/contacts/labels/</code>
'''Note:''' This is not a full-page screen. Opening the address alone does not show the Labels UI — use Quick Links.

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

== How to open Labels ==

=== Option A — Quick Links on Accounts ===

# Sign in to CallProof.
# Open '''Accounts''' (<code>/contacts/</code>).
# Click '''Quick Links'''.
# Click '''Labels'''.
# The '''Labels''' popup opens.

=== Option B — Quick Links on related screens ===

# Open a screen that includes '''Quick Links → Labels''', for example:
** Companies
** Account Types
** Markets
** Regions
** Text Messages (when available)
** CallProof Academy / tutorial videos (when available)
# Click '''Quick Links''' → '''Labels'''.

=== Option C — Close the popup ===

# Click the '''X''' (Close) in the popup header.
# Or click outside the modal / use the browser close control if shown.

== Permissions ==

* You must be '''signed in'''.
* Labels are '''company-wide''' — the list is shared across users in your company.
* Deleting a label removes it from the company list and from accounts that used that label.

== What you see ==

{| class="wikitable"
! Control
! What it does
|-
| '''Select All'''
| Checks or unchecks every label currently listed
|-
| '''Delete'''
| Deletes all checked labels in one step
|-
| Search field
| Placeholder: '''Enter a label name to search'''
|-
| '''Search'''
| Reloads '''Your Labels''' using the search text
|-
| '''Your Labels'''
| List of labels with a checkbox and a remove (X) button on each row
|-
| Empty state
| '''No labels found''' when there are no labels (or no search matches)
|}

== Why this popup matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Search'''
| Find a label quickly in a long list.
| Cleaning up campaign or typo labels.
|-
| '''Delete one'''
| Remove a single unused or wrong label.
| One-off cleanup.
|-
| '''Select All / Delete'''
| Remove many labels at once.
| End of a campaign or list reset.
|}

----

= Search labels =

[[File:LabelsPopupSearch.png|350px|thumb|right|Search in Labels popup]]

=== Steps ===

# Open '''Quick Links → Labels'''.
# Type part of the label name.
# Click '''Search'''.
# Matching labels appear under '''Your Labels'''.
# Clear the box and click '''Search''' again to show the full list.

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

----

= Delete one label =

[[File:LabelsPopupRemoveOne.png|350px|thumb|right|Remove one label]]

=== Steps ===

# Open '''Quick Links → Labels'''.
# Find the label under '''Your Labels'''.
# Click the '''X''' (Remove label) on that row.
# Success: '''Label deleted successfully'''.
# The list refreshes; the page may reload shortly after.

=== Good to know ===

* This deletes the '''company label''', not only a tag on one account.
* Accounts that had this label lose that tag.
* If it was already removed: '''Label already deleted'''.

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

----

= Delete several labels =

[[File:LabelsPopupBulkDelete.png|350px|thumb|right|Select All and Delete]]

=== Steps ===

# Open '''Quick Links → Labels'''.
# Check the labels to remove, '''or''' click '''Select All'''.
# Click '''Delete'''.
# Success: '''Labels deleted successfully'''.
# If none were checked: '''Please select at least one label to delete.'''
# The page may reload so other screens stay up to date.

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

----

= What this popup does ''not'' do =

The Labels popup is for '''viewing and deleting''' the company label list.

To '''create''' labels or '''apply''' them to accounts:

* Accounts → '''More Actions''' → '''Create a Label'''
* Or open one account and use '''Labels:''' on the account profile

To '''find''' accounts by label:

* Accounts → filters → '''Label'''

----

= Typical workflow =

# Open '''Quick Links → Labels'''.
# Search for outdated or misspelled names.
# Delete one label with '''X''', or select several and click '''Delete'''.
# Confirm success toast, then continue work on Accounts.

----

= Tips and important notes =

* Popup title is '''Labels'''.
* Data loads from <code>/contacts/labels/</code> (optional search text is sent with that request).
* Single delete uses <code>/contacts/delete_label/<id>/</code>; multi-delete uses <code>/contacts/bulk_label_delete/</code>.
* Select All / Delete hide when there are no label rows to show.
* Deleting here is stronger than removing a label chip on one account — the name leaves the company list.
* After delete, a short reload helps keep filters and account chips correct.

== Need help? ==

* Popup shows '''No labels found''': create labels first (More Actions → Create a Label or Account edit), then reopen Labels
* Delete does nothing: check at least one label, or use the row '''X''' for a single delete
* Label still appears after delete: wait for the refresh/reload, then open Labels again
* Need to tag accounts (not delete labels): use Create a Label or the account Labels field instead
* Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 13:29, 29 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Accounts (New web)]] - [[Labels (New ~~Web~~)]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Accounts (New web)]] - [[Labels (New web)]]

	= Labels =		= Labels =

← Older revision		Revision as of 13:29, 29 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[Labels]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Accounts (New web)]] - [[Labels (New Web)]]

	= Labels =		= Labels =

← Older revision		Revision as of 13:17, 29 July 2026
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	<div style="clear:both;"></div>		<div style="clear:both;"></div>
−
−	~~----~~

	= What this popup does ''not'' do =		= What this popup does ''not'' do =

← Older revision		Revision as of 13:17, 29 July 2026
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	* Accounts → filters → '''Label'''		* Accounts → filters → '''Label'''
−
−	~~----~~

	= Typical workflow =		= Typical workflow =

← Older revision		Revision as of 13:17, 29 July 2026
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	<div style="clear:both;"></div>		<div style="clear:both;"></div>
−
−	~~----~~

	= Delete several labels =		= Delete several labels =

@@ Line 95: / Line 95: @@
 | End of a campaign or list reset.
 |}
 = Search labels =

@@ Line 168: / Line 168: @@
 # Delete one label with '''X''', or select several and click '''Delete'''.
 # Confirm success toast, then continue work on Accounts.
 = Tips and important notes =

← Older revision		Revision as of 13:17, 29 July 2026
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	<div style="clear:both;"></div>		<div style="clear:both;"></div>
−
−	~~----~~

	= Delete one label =		= Delete one label =

@@ Line 11: / Line 11: @@
 * Delete a single label or several at once
 '''Popup title:''' Labels
-'''How it opens:''' Popup / modal (via Quick Links → Labels)
-'''Data address:''' <code>/contacts/labels/</code>
+'''How it opens:''' Popup / modal (via Quick Links → Labels)
 '''Note:''' This is not a full-page screen. Opening the address alone does not show the Labels UI — use Quick Links.