Mobile Home - Revision history

Ashley DeBon: /* Features include */

2026-07-23T06:10:15Z

‎Features include

Ashley DeBon: /* Features include */

2026-07-23T06:04:43Z

‎Features include

Ashley DeBon: /* Features include */

2026-07-23T06:02:09Z

‎Features include

Ashley DeBon: /* Features include */

2026-07-23T06:01:09Z

‎Features include

Ashley DeBon: /* Features include */

2026-07-23T06:00:35Z

‎Features include

Ashley DeBon: /* Home (Dashboard) */

2026-07-15T08:34:39Z

‎Home (Dashboard)

Ashley DeBon: /* Features include */

2026-07-15T07:07:13Z

‎Features include

Ashley DeBon: /* Home (Dashboard) */

2026-07-15T07:06:14Z

‎Home (Dashboard)

Ashley DeBon: /* Home (Dashboard) */

2026-07-15T06:50:56Z

‎Home (Dashboard)

Ashley DeBon at 06:48, 15 July 2026

2026-07-15T06:48:33Z

@@ Line 30: / Line 30: @@
 * '''[[Tasks / Follow-ups widget]]''' – Pending tasks and follow-ups when the task widget is enabled. Open, complete, or jump into task details.
 * '''[[Twilio Call]]''' – Side shortcuts for calling when Twilio is enabled for your organization.
-* '''[[Twilio Message]]''' – Side shortcuts for messaging when Twilio is enabled for your organization.
+* '''[[Mobile Twilio Message]]''' – Side shortcuts for messaging when Twilio is enabled for your organization.
 * '''[[Current appointment]]''' – If you have an active appointment, Home can show an option to end it and finish notes or updates.
 * '''[[Version update]]''' – May prompt you to update the app when a newer version is available.

@@ Line 29: / Line 29: @@
 * '''[[Mobile Opportunities]]''' – Current sales opportunities and status. Tap to view, update, or manage an opportunity.
 * '''[[Tasks / Follow-ups widget]]''' – Pending tasks and follow-ups when the task widget is enabled. Open, complete, or jump into task details.
-* '''[[Twilio Call]]''' – Side shortcuts for calling and messaging when Twilio is enabled for your organization.
+* '''[[Twilio Call]]''' – Side shortcuts for calling when Twilio is enabled for your organization.
 * '''[[Current appointment]]''' – If you have an active appointment, Home can show an option to end it and finish notes or updates.
 * '''[[Version update]]''' – May prompt you to update the app when a newer version is available.

@@ Line 29: / Line 29: @@
 * '''[[Mobile Opportunities]]''' – Current sales opportunities and status. Tap to view, update, or manage an opportunity.
 * '''[[Tasks / Follow-ups widget]]''' – Pending tasks and follow-ups when the task widget is enabled. Open, complete, or jump into task details.
-* '''[[Twilio Call / Message]]''' – Side shortcuts for calling and messaging when Twilio is enabled for your organization.
+* '''[[Twilio Call]]''' – Side shortcuts for calling and messaging when Twilio is enabled for your organization.
 * '''[[Current appointment]]''' – If you have an active appointment, Home can show an option to end it and finish notes or updates.
 * '''[[Version update]]''' – May prompt you to update the app when a newer version is available.

@@ Line 29: / Line 29: @@
 * '''[[Mobile Opportunities]]''' – Current sales opportunities and status. Tap to view, update, or manage an opportunity.
 * '''[[Tasks / Follow-ups widget]]''' – Pending tasks and follow-ups when the task widget is enabled. Open, complete, or jump into task details.
-* '''[[Twilio Call]]''' – Side shortcuts for calling and messaging when Twilio is enabled for your organization.
+* '''[[Twilio Call / Message]]''' – Side shortcuts for calling and messaging when Twilio is enabled for your organization.
 * '''[[Current appointment]]''' – If you have an active appointment, Home can show an option to end it and finish notes or updates.
 * '''[[Version update]]''' – May prompt you to update the app when a newer version is available.

@@ Line 29: / Line 29: @@
 * '''[[Mobile Opportunities]]''' – Current sales opportunities and status. Tap to view, update, or manage an opportunity.
 * '''[[Tasks / Follow-ups widget]]''' – Pending tasks and follow-ups when the task widget is enabled. Open, complete, or jump into task details.
-* '''[[Twilio Call / Message]]''' – Side shortcuts for calling and messaging when Twilio is enabled for your organization.
+* '''[[Twilio Call]]''' – Side shortcuts for calling and messaging when Twilio is enabled for your organization.
 * '''[[Current appointment]]''' – If you have an active appointment, Home can show an option to end it and finish notes or updates.
 * '''[[Version update]]''' – May prompt you to update the app when a newer version is available.

@@ Line 8: / Line 8: @@
 === Using Home ===
+[[File:app_homescreen.png|100px|thumb|right|Callproof Mobile App Homepage]]
 # Open the '''Home''' tab after login.
 # Use top shortcuts ('''AI''', '''Teams''', '''Settings''') as available.

@@ Line 27: / Line 27: @@
 * '''[[Activity Summary]]''' – Quick counts for activity such as appointments, emails, and calls. Change the time range (1 Week, 4 Weeks, 1 Year, MTD, QTD, YTD, All) to update the summary.
 * '''[[Recent Events]]''' – Latest activity from mobile and web—calls, appointments, forms, and other events—so you stay updated on recent work.
-* '''[[Opportunities]]''' – Current sales opportunities and status. Tap to view, update, or manage an opportunity.
+* '''[[Mobile Opportunities]]''' – Current sales opportunities and status. Tap to view, update, or manage an opportunity.
 * '''[[Tasks / Follow-ups widget]]''' – Pending tasks and follow-ups when the task widget is enabled. Open, complete, or jump into task details.
 * '''[[Twilio Call / Message]]''' – Side shortcuts for calling and messaging when Twilio is enabled for your organization.

@@ Line 19: / Line 19: @@
 === Features include ===
-* '''Greeting / header''' – Shows a welcome message and current time so you know you’re on the main dashboard.
+* '''[[Greeting / header]]''' – Shows a welcome message and current time so you know you’re on the main dashboard.
 * '''[[AI]]''' – Opens CallProof AI tools (assistant / chat help) when AI is enabled for your account.
-* '''Teams''' – Opens Teams to view and work with team-related information.
+* '''[[Teams]]''' – Opens Teams to view and work with team-related information.
-* '''Settings''' – Opens app preferences, account options, calendar sync, and logout-related settings.
+* '''[[Settings]]''' – Opens app preferences, account options, calendar sync, and logout-related settings.
-* '''Business Card''' – Scan or capture a business card, add it as an account, view saved cards, and open View All for the full card list.
+* '''[[Business Card]]''' – Scan or capture a business card, add it as an account, view saved cards, and open View All for the full card list.
-* '''Recommended Follow-ups''' – Suggested accounts/actions based on recent activity. From a suggestion you can typically call, email, add a task, add to route, snooze, add notes, or open more options.
+* '''[[Recommended Follow-ups]]''' – Suggested accounts/actions based on recent activity. From a suggestion you can typically call, email, add a task, add to route, snooze, add notes, or open more options.
-* '''Activity Summary''' – Quick counts for activity such as appointments, emails, and calls. Change the time range (1 Week, 4 Weeks, 1 Year, MTD, QTD, YTD, All) to update the summary.
+* '''[[Activity Summary]]''' – Quick counts for activity such as appointments, emails, and calls. Change the time range (1 Week, 4 Weeks, 1 Year, MTD, QTD, YTD, All) to update the summary.
-* '''Recent Events''' – Latest activity from mobile and web—calls, appointments, forms, and other events—so you stay updated on recent work.
+* '''[[Recent Events]]''' – Latest activity from mobile and web—calls, appointments, forms, and other events—so you stay updated on recent work.
-* '''Opportunities''' – Current sales opportunities and status. Tap to view, update, or manage an opportunity.
+* '''[[Opportunities]]''' – Current sales opportunities and status. Tap to view, update, or manage an opportunity.
-* '''Tasks / Follow-ups widget''' – Pending tasks and follow-ups when the task widget is enabled. Open, complete, or jump into task details.
+* '''[[Tasks / Follow-ups widget]]''' – Pending tasks and follow-ups when the task widget is enabled. Open, complete, or jump into task details.
-* '''Twilio Call / Message''' – Side shortcuts for calling and messaging when Twilio is enabled for your organization.
+* '''[[Twilio Call / Message]]''' – Side shortcuts for calling and messaging when Twilio is enabled for your organization.
-* '''Current appointment''' – If you have an active appointment, Home can show an option to end it and finish notes or updates.
+* '''[[Current appointment]]''' – If you have an active appointment, Home can show an option to end it and finish notes or updates.
-* '''Version update''' – May prompt you to update the app when a newer version is available.
+* '''[[Version update]]''' – May prompt you to update the app when a newer version is available.
-* '''Widget order / visibility''' – Administrators control which widgets appear and their order. Available items can include Business Card, Recommended Follow-up, Tasks, Opportunities, and activity/events sections based on company settings.
+* '''[[Widget order / visibility]]''' – Administrators control which widgets appear and their order. Available items can include Business Card, Recommended Follow-up, Tasks, Opportunities, and activity/events sections based on company settings.
 <div style="clear: both;"></div>

← Older revision	Revision as of 06:48, 15 July 2026
Line 1:	Line 1:
	+	== Home (Dashboard) ==

	+	=== What is Home? ===
	+
	+	Home is your CallProof mobile dashboard—the main screen after login. It shows daily activity, suggested follow-ups, opportunities, business cards, and shortcuts so you can start work quickly in the field.
	+
	+	The screen is '''dynamic'''. Widgets and buttons depend on your company’s settings, enabled features, and your permissions. If something is missing, ask your administrator.
	+
	+	=== Using Home ===
	+
	+	# Open the '''Home''' tab after login.
	+	# Use top shortcuts ('''AI''', '''Teams''', '''Settings''') as available.
	+	# Scroll widgets: Business Card, Recommended Follow-ups, Activity Summary, Recent Events, Opportunities, Tasks (when enabled).
	+	# Switch activity time ranges (for example 1 Week, 4 Weeks, MTD, QTD, YTD).
	+	# Tap a card or row to take action—call, message, add a task, open an account, scan a card, and more.
	+	# Use side Twilio Call / Message shortcuts if Twilio is enabled.
	+	# If an appointment is active, use the end-appointment option from Home when shown.
	+
	+	=== Features include ===
	+
	+	* '''Greeting / header''' – Shows a welcome message and current time so you know you’re on the main dashboard.
	+	* '''AI''' – Opens CallProof AI tools (assistant / chat help) when AI is enabled for your account.
	+	* '''Teams''' – Opens Teams to view and work with team-related information.
	+	* '''Settings''' – Opens app preferences, account options, calendar sync, and logout-related settings.
	+	* '''Business Card''' – Scan or capture a business card, add it as an account, view saved cards, and open View All for the full card list.
	+	* '''Recommended Follow-ups''' – Suggested accounts/actions based on recent activity. From a suggestion you can typically call, email, add a task, add to route, snooze, add notes, or open more options.
	+	* '''Activity Summary''' – Quick counts for activity such as appointments, emails, and calls. Change the time range (1 Week, 4 Weeks, 1 Year, MTD, QTD, YTD, All) to update the summary.
	+	* '''Recent Events''' – Latest activity from mobile and web—calls, appointments, forms, and other events—so you stay updated on recent work.
	+	* '''Opportunities''' – Current sales opportunities and status. Tap to view, update, or manage an opportunity.
	+	* '''Tasks / Follow-ups widget''' – Pending tasks and follow-ups when the task widget is enabled. Open, complete, or jump into task details.
	+	* '''Twilio Call / Message''' – Side shortcuts for calling and messaging when Twilio is enabled for your organization.
	+	* '''Current appointment''' – If you have an active appointment, Home can show an option to end it and finish notes or updates.
	+	* '''Version update''' – May prompt you to update the app when a newer version is available.
	+	* '''Widget order / visibility''' – Administrators control which widgets appear and their order. Available items can include Business Card, Recommended Follow-up, Tasks, Opportunities, and activity/events sections based on company settings.
	+
	+	<div style="clear: both;"></div>