Member details - Revision history

Ashley DeBon: /* Using Message member */

2026-07-16T07:15:55Z

‎Using Message member

Ashley DeBon: /* Using Member Detail */

2026-07-16T07:13:42Z

‎Using Member Detail

Ashley DeBon: /* Features include */

2026-07-16T07:07:41Z

‎Features include

Ashley DeBon: /* How to navigate */

2026-07-16T06:57:03Z

‎How to navigate

Ashley DeBon: /* Message member */

2026-07-16T06:56:35Z

‎Message member

Ashley DeBon: /* Sales Goal */

2026-07-16T06:55:54Z

‎Sales Goal

Ashley DeBon: /* What is Badge? */

2026-07-16T06:55:08Z

‎What is Badge?

Ashley DeBon: /* What is Profile header? */

2026-07-16T06:54:48Z

‎What is Profile header?

Ashley DeBon: /* What is Profile header? */

2026-07-16T06:54:20Z

‎What is Profile header?

Ashley DeBon: Created page with "== Member Detail == === What is Member Detail? === Member Detail is the teammate profile screen in '''Teams'''. It shows a rep’s photo, role, live status, streak, sale..."

2026-07-16T06:47:10Z

Created page with "== Member Detail == === What is Member Detail? === Member Detail is the teammate profile screen in '''Teams'''. It shows a rep’s photo, role, live status, streak, sale..."

New page

== Member Detail ==

=== What is Member Detail? ===

Member Detail is the teammate profile screen in '''[[Teams]]'''. It shows a rep’s photo, role, live status, streak, sales goal progress, and activity stats for a selected date range.

Use it to review performance, see what a teammate is doing right now, and contact them by call, SMS, or async video message.

=== How to navigate ===

'''[[Mobile Home]]''' → '''[[Teams]]''' → tap a teammate (manager view) or open member from list/grid
Opens '''Member Detail''' screen.

=== Using Member Detail ===

# Open '''[[Teams]]'''.
# Select a teammate to open '''Member Detail'''.
# Review profile, status, streak, and sales goal at the top.
# Use '''Call''', '''Message''', or '''Video''' to contact the teammate (not shown on your own profile).
# Change '''Date Range''' to update activity stats.
# Swipe the activity carousel to view metrics like calls, appointments, and follow-ups.
# Tap '''Back''' to return to Teams.

=== Features include ===

* '''[[Profile header]]''' – Teammate photo, name, and job title/role.
* '''[[Real-time status]]''' – Live activity such as Idle, On Call, or In Appointment.
* '''[[Badge]]''' – Achievement badge shown on the member profile.
* '''[[Streak]]''' – Consecutive activity streak in days.
* '''[[Sales Goal]]''' – Goal progress ring with percentage and target value.
* '''[[Call member]]''' – Call the teammate’s phone number.
* '''[[Message member]]''' – Send SMS (with optional AI help when enabled).
* '''[[Video message]]''' – Open async video messaging with unread count badge.
* '''[[Date Range filter]]''' – Filter stats by Today, Weekly, Monthly, or Custom Date.
* '''[[Activity stats]]''' – Hexagon cards for opportunities, calls, follow-ups, events, forms, emails, and appointments.

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== Profile header ==

=== What is Profile header? ===

The profile header is the top card on '''[[Member Detail]]''' showing the teammate’s identity.

=== How to navigate ===

'''[[Teams]]''' → select teammate → '''[[Member Detail]]''' (top card)

=== Using Profile header ===

# Open Member Detail for a teammate.
# View profile photo, name, and title/role.
# Use this section as the main identity block before taking action.

=== Features include ===

* '''Profile photo''' – Teammate image from CallProof/Teams.
* '''Name''' – Full teammate name.
* '''Title / role''' – Job title or role label (for example Sales Associate).
* '''Profile card layout''' – Groups identity info with status and actions.

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== Real-time status ==

=== What is Real-time status? ===

Real-time status shows what the teammate is doing right now in the field (for example Idle, On Call, or In Appointment).

=== How to navigate ===

'''[[Member Detail]]''' → status pill under profile photo

=== Using Real-time status ===

# Open Member Detail.
# Read the colored status label on the profile card.
# Use it to know if the teammate is available, on a call, or in an appointment.

=== Features include ===

* '''Status text''' – Current activity label (defaults to Idle if none).
* '''Color-coded pill''' – Background/text colors reflect status type.
* '''Live visibility''' – Helps managers and teammates coordinate outreach.

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== Badge ==

=== What is Badge? ===

Badge displays an achievement icon on the teammate’s '''[[Member Detail]]''' profile.

=== How to navigate ===

'''[[Member Detail]]''' → badge icon on profile photo

=== Using Badge ===

# Open Member Detail.
# View the badge image near the profile photo.
# Use it as a quick visual for rep achievements/gamification.

=== Features include ===

* '''Badge image''' – Loaded from teammate badge data.
* '''Achievement display''' – Part of Teams gamification (badges/streaks).
* '''Profile decoration''' – Shown on the member card for recognition.

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== Streak ==

=== What is Streak? ===

Streak shows how many consecutive days the teammate has maintained an activity streak.

=== How to navigate ===

'''[[Member Detail]]''' → Streak section on profile card

=== Using Streak ===

# Open Member Detail.
# Read the streak day count in the circular streak widget.
# Use it to track consistency and motivation.

=== Features include ===

* '''Streak day count''' – Number of streak days.
* '''“Days” label''' – Clarifies the streak unit.
* '''Visual streak ring''' – Gradient circle display on the profile card.

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== Sales Goal ==

=== What is Sales Goal? ===

Sales Goal shows the teammate’s progress toward a sales target on '''[[Member Detail]]'''.

=== How to navigate ===

'''[[Member Detail]]''' → Sales Goal meter on profile card

=== Using Sales Goal ===

# Open Member Detail.
# View the circular progress ring and percentage.
# Read the target value shown below the ring (for example dollar target).

=== Features include ===

* '''Progress ring''' – Circular meter with % of goal complete.
* '''Target value''' – Goal amount/points label under the ring.
* '''Sales Goal title''' – Labeled “Sales Goal” on the card.
* '''Performance snapshot''' – Quick view of rep goal attainment.

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== Call member ==

=== What is Call member? ===

Call member dials the teammate’s phone number from '''[[Member Detail]]''' using the device dialer.

=== How to navigate ===

'''[[Member Detail]]''' → Call button (right side of profile card)

=== Using Call member ===

# Open Member Detail for another teammate (not your own profile).
# Tap Call.
# Complete the call in the phone dialer.
# If no number exists, CallProof shows “Contact number not available.”

=== Features include ===

* '''Call button''' – Quick dial action on the profile card.
* '''Native dialer''' – Opens phone call flow.
* '''Hidden on own profile''' – You cannot call yourself from Member Detail.
* '''Phone required''' – Needs a valid teammate phone number.

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== Message member ==

=== What is Message member? ===

Message member sends an SMS to the teammate from '''[[Member Detail]]'''.

=== How to navigate ===

'''[[Member Detail]]''' → Message button

=== Using Message member ===

# Open Member Detail for another teammate.
# Tap Message.
# Compose SMS in the device message composer.
# If AI is enabled, CallProof may open '''[[CallProof AI]]''' SMS assistance first.
# Send when ready.

=== Features include ===

* '''Message button''' – SMS shortcut on profile card.
* '''Device SMS composer''' – Standard text message flow.
* '''AI SMS help''' – Optional AI draft assistance when enabled.
* '''Hidden on own profile''' – Not shown for your own user.
* '''Phone required''' – Needs a valid teammate phone number.

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== Video message ==

=== What is Video message? ===

Video message opens async video messaging with the teammate from '''[[Member Detail]]'''.

=== How to navigate ===

'''[[Member Detail]]''' → Video button
(Requires video messaging enabled for your organization.)

=== Using Video message ===

# Open Member Detail for another teammate.
# Tap Video.
# If video is enabled, open the video room and record/send a message.
# If no room exists yet, CallProof creates one first.
# Unread badge shows pending video messages when count > 0.
# If video is not enabled, CallProof may prompt for upgrade/beta access.

=== Features include ===

* '''Video button''' – Async video messaging entry point.
* '''Unread count badge''' – Red badge when unread videos exist.
* '''Create video room''' – Auto-creates room if none exists.
* '''Camera access''' – Prompts for camera permission before recording.
* '''Upgrade prompt''' – Shown when video messaging is not enabled.
* '''Hidden on own profile''' – Not shown for your own user.

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== Date Range filter ==

=== What is Date Range filter? ===

Date Range filter controls which time period the '''[[Activity stats]]''' on '''[[Member Detail]]''' reflect.

=== How to navigate ===

'''[[Member Detail]]''' → Date Range picker below profile card

=== Using Date Range filter ===

# Open Member Detail.
# Tap the Date Range dropdown.
# Choose '''Today''', '''Weekly''', '''Monthly''', or '''Custom Date'''.
# For Custom Date, enter Start Date and End Date, then tap Submit.
# Activity stats refresh for the selected range.

=== Features include ===

* '''Today''' – Stats for the current day.
* '''Weekly''' – Stats for the current week.
* '''Monthly''' – Stats for the current month.
* '''Custom Date''' – Pick start and end dates with date pickers.
* '''Submit validation''' – Requires valid dates; start cannot be after end.
* '''Auto refresh''' – Reloads member stats after selection.

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== Activity stats ==

=== What are Activity stats? ===

Activity stats are the hexagon metric cards on '''[[Member Detail]]''' showing teammate performance for the selected '''[[Date Range filter]]'''.

=== How to navigate ===

'''[[Member Detail]]''' → swipe horizontal stats carousel (below Date Range)

=== Using Activity stats ===

# Open Member Detail.
# Set the date range you want to review.
# Swipe through the hexagon cards.
# Read counts/values for each metric.

=== Features include ===

* '''[[Opportunities stat]]''' – Derived opportunity value ($).
* '''[[Outbound Calls stat]]''' – Outbound call count.
* '''[[Past Due Follow-Ups stat]]''' – Past-due follow-up count.
* '''[[Total Events stat]]''' – Total events logged.
* '''[[Event Forms stat]]''' – Event forms submitted count.
* '''[[Emails stat]]''' – Email activity count.
* '''[[Appointments stat]]''' – Appointment count.
* '''Carousel layout''' – Swipeable hexagon cards with counts and labels.

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

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== Opportunities stat ==

=== What is Opportunities stat? ===

Shows the teammate’s opportunity derived value for the selected date range on '''[[Member Detail]]'''.

=== How to navigate ===

'''[[Member Detail]]''' → '''[[Activity stats]]''' → Opportunities card

=== Features include ===

* '''Derived value''' – Dollar value display (for example $5000).
* '''Highlighted card''' – Styled with theme color for emphasis.
* '''Date-range based''' – Updates when Date Range changes.

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== Outbound Calls stat ==

=== What is Outbound Calls stat? ===

Shows how many outbound calls the teammate logged in the selected period.

=== How to navigate ===

'''[[Member Detail]]''' → '''[[Activity stats]]''' → Outbound Calls card

=== Features include ===

* '''Call count''' – Total outbound calls.
* '''Performance tracking''' – Helps managers review calling activity.

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

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== Past Due Follow-Ups stat ==

=== What is Past Due Follow-Ups stat? ===

Shows how many follow-ups are past due for the teammate in the selected period.

=== How to navigate ===

'''[[Member Detail]]''' → '''[[Activity stats]]''' → Past Due Follow-Ups card

=== Features include ===

* '''Past due count''' – Number of overdue follow-ups.
* '''Coaching signal''' – Helps identify reps needing follow-up attention.

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

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== Total Events stat ==

=== What is Total Events stat? ===

Shows total events logged by the teammate for the selected date range.

=== How to navigate ===

'''[[Member Detail]]''' → '''[[Activity stats]]''' → Total Events card

=== Features include ===

* '''Event count''' – All logged events in the period.
* '''Activity overview''' – Broad measure of rep activity.

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== Event Forms stat ==

=== What is Event Forms stat? ===

Shows how many event forms the teammate submitted in the selected period.

=== How to navigate ===

'''[[Member Detail]]''' → '''[[Activity stats]]''' → Event Forms card

=== Features include ===

* '''Event form count''' – Submitted forms total.
* '''Field workflow tracking''' – Measures form-based

@@ Line 43: / Line 43: @@
 === What is Profile header? ===
-The profile header is the top card on '''[[Member detail]]''' showing the teammate’s identity.
+The profile header is the top card on '''Member detail''' showing the teammate’s identity.
 === How to navigate ===

@@ Line 214: / Line 214: @@
 # Tap Message.
 # Compose SMS in the device message composer.
-# If AI is enabled, CallProof may open '''[[CallProof AI]]''' SMS assistance first.
+# If AI is enabled, CallProof may open '''CallProof AI''' SMS assistance first.
 # Send when ready.

@@ Line 13: / Line 13: @@
 === Using Member Detail ===
+[[File:app_memberdetailscreen.png|200px|thumb|right|Callproof Mobile App Member details page]]
 # Open '''[[Teams]]'''.
 # Select a teammate to open '''Member Detail'''.

@@ Line 309: / Line 309: @@
 # Swipe through the hexagon cards.
 # Read counts/values for each metric.
 == Opportunities stat ==

@@ Line 410: / Line 410: @@
 === How to navigate ===
-'''[[Member Detail]]''' → '''[[Activity stats]]''' → Event Forms card
+'''Member Detail''' → '''Activity stats''' → Event Forms card
 === Features include ===

@@ Line 203: / Line 203: @@
 === What is Message member? ===
-Message member sends an SMS to the teammate from '''[[Member Detail]]'''.
+Message member sends an SMS to the teammate from '''Member Detail'''.
 === How to navigate ===
-'''[[Member Detail]]''' → Message button
+'''Member Detail''' → Message button
 === Using Message member ===

@@ Line 148: / Line 148: @@
 === What is Sales Goal? ===
-Sales Goal shows the teammate’s progress toward a sales target on '''[[Member Detail]]'''.
+Sales Goal shows the teammate’s progress toward a sales target on '''Member Detail'''.
 === How to navigate ===
-'''[[Member Detail]]''' → Sales Goal meter on profile card
+'''Member Detail''' → Sales Goal meter on profile card
 === Using Sales Goal ===

@@ Line 96: / Line 96: @@
 === What is Badge? ===
-Badge displays an achievement icon on the teammate’s '''[[Member Detail]]''' profile.
+Badge displays an achievement icon on the teammate’s '''Member Detail''' profile.
 === How to navigate ===