Ashley DeBon at 12:12, 23 July 2026

2026-07-23T12:12:50Z

Ashley DeBon at 12:11, 23 July 2026

2026-07-23T12:11:59Z

Ashley DeBon: /* Filter notes */

2026-07-23T12:09:32Z

‎Filter notes

Ashley DeBon: /* Notes table */

2026-07-23T12:09:21Z

‎Notes table

Ashley DeBon: /* View the Notes Report */

2026-07-23T12:07:15Z

‎View the Notes Report

Ashley DeBon: /* Notes Report */

2026-07-23T12:06:52Z

‎Notes Report

Ashley DeBon: /* Notes Report */

2026-07-23T12:06:32Z

‎Notes Report

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Notes Report = Notes Report = '''Screen title:''' Notes Report '''Browser title:''' Notes Report '''Address:'''
2026-07-23T12:06:21Z

Created page with "Path: Callproof Support - New Website - Notes Report = Notes Report = '''Screen title:''' Notes Report '''Browser title:''' Notes Report '''Address:''' <code..."

New page
Path: [[Callproof Support]] - [[New Website]] - [[Notes Report]]

= Notes Report =

'''Screen title:''' Notes Report
'''Browser title:''' Notes Report
'''Address:''' <code>/contacts/notes/report/</code>

Use this screen to search and review '''account notes''' across your company in one list.
Each row is a note written by a rep on an account, with when it was created and where it came from (for example Add Note, appointment, or task).
'''Navigation:''' '''Report Icon Hover''' → '''Notes Report'''

From this screen you can:

* Browse notes in a table
* Filter by date, user, market, sort, and keywords
* Open the related account
* Export a Contact Notes Report (background job + email / Exports page)

[[File:NotesReport.png|300px|thumb|Notes Report]]
<div style="clear:both;"></div>

== How to open Notes Report ==

=== Option A — From the main menu ===

# Sign in to CallProof.
# In the left sidebar, open '''Contacts''' / '''Accounts''' / '''Reports''' (label may vary by company setup).
# Choose '''Notes Report''' when available.

=== Option B — Open Notes Report directly ===

# Open your web browser.
# Go to your CallProof website and add <code>/contacts/notes/report/</code> at the end of the address (for example: <code>https://appv2.callproof.com/contacts/notes/report/</code>).
# Press '''Enter'''.
# The Notes Report appears.

=== Option C — From Quick Links ===

# On the Notes Report header, use '''Quick Links''' when shown.
# Related links may include Tasks, Appointments, and other follow-up tools.

== Permissions ==

* You must be '''signed in'''.
* You see notes for accounts/users you are allowed to view.
* If your profile has '''Just My Events''', you mainly see notes you created.
* '''Managers''' and '''market managers''' can filter by '''User''' and '''Markets'''.
* Export uses your export permissions; finished files are emailed and also available under '''Exports'''.
* Company menu permissions control whether this screen appears in your sidebar.

== What you see on the screen ==

=== Header ===

* Title: '''Notes Report'''
* '''Quick Links''' (when included)
* '''Filter''' button

=== Notes table ===

| Column | What it shows |
|---|---|
| '''Rep''' | Who wrote the note |
| '''Account''' | Company/account name (click to open the account) |
| '''Notes''' | Note text |
| '''Date''' | When the note was created |
| '''Source''' | Where the note came from (for example a source type name, '''Add Note''', or '''Add Note or Appt''') |

=== Empty state ===

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

=== Export ===

* '''Export''' (CSV icon) appears when the list has loaded.
* Opens '''Export Contact Notes''' to schedule a background export.

== Field guide (Notes Filter) ==

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

=== Start Date / End Date ===

* Limit notes to a created-date range.
* Leave blank to not restrict by that side of the range.

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

* Filter by one or more sales reps.
* Optional: '''Show Inactive Users'''
* '''Select All''' / '''Clear'''

=== Sort ===

* '''Date''' — oldest first
* '''Reverse Date''' — newest first (common default)

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

* Filter by one or more markets.
* '''Select All''' / '''Clear'''

=== Keywords ===

* Search text inside note content.
* Use a word or phrase that appears in the notes you want.

=== Filter buttons ===

* '''Apply Filters''' — refresh the list
* '''Clear Filters''' — reset and search again

== Why this screen matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''View Notes Report'''
| See notes from many accounts in one place instead of opening each account.
| Coaching, audits, or finding what was said about an account.
|-
| '''Filter'''
| Narrow by date, people, markets, sort, or keywords.
| “What did the team note last week?” or “Find notes mentioning renewal.”
|-
| '''Open Account'''
| Jump from a note row to the full account record.
| Follow up after reading a note.
|-
| '''Export'''
| Generate a Contact Notes Report file in the background and receive it by email.
| Share notes offline or keep a dated extract; large sets take longer.
|}

'''Note:''' This report is for '''viewing and exporting''' notes. Add or edit notes from an '''Account''' (or from appointment/task note flows), not as a primary “Add Note” button on this page.

== View the Notes Report ==
[[File:NotesReportList.png|250px|thumb|right|Notes list]]

# Open '''Notes Report''' (<code>/contacts/notes/report/</code>).
# Review Rep, Account, Notes, Date, and Source.
# Click an '''Account''' name to open that account.
# Use pagination when there are many notes.
<div style="clear:both;"></div>

== Filter notes ==
[[File:NotesReportFilter.png|250px|thumb|right|Notes Filter]]

# Click the '''Filter''' button.
# Set '''Start Date''' and/or '''End Date'''.
# (Managers / market managers) Select '''User''' and/or '''Markets'''.
# Choose '''Sort''' (Date or Reverse Date).
# (Optional) Enter '''Keywords'''.
# Click '''Apply Filters'''.
# The table refreshes.
# Click '''Clear Filters''' to reset, then apply again.
<div style="clear:both;"></div>

== Export Contact Notes ==
[[File:ExportContactNotes.png|250px|thumb|right|Export Contact Notes]]

'''Purpose:''' Create a downloadable Contact Notes Report from your current filters (runs in the background).

'''Address:''' <code>/contacts/notes/report/export/</code>

=== Steps ===

# Apply the filters you want first (so the export matches what you care about).
# Confirm the list shows notes (Export appears after load).
# Click '''Export'''.
# In '''Export Contact Notes''':
#* If no export is running, click '''Create Contact Notes Report'''.
#* Read the notice that the report is generated behind the scenes and emailed when finished.
#* If a previous export completed, you may see the last completed time and a file link.
#* If an export is already in process, wait until it finishes before starting another.
# When complete, check your email, or open '''Exports''' (<code>/users/list/export/</code> or your user export list) to download the file.

=== Tips ===

* Large date ranges take longer.
* Only one notes export may run at a time for you until the current one completes.
* Finished files also appear on the Exports hub documented under [[Exports]].
<div style="clear:both;"></div>

== Where notes come from ==

Notes in this report are account notes created elsewhere in CallProof, for example:

* '''Add Note''' on an account
* Notes tied to appointments or other activity (Source may show '''Add Note or Appt''' when source type is unclear)
* Task-related or other source types when your company records a source name

Use '''Source''' to see how the note was logged.

== Related screens ==

* '''Account / Contact edit''' — add and edit notes on a single account
* '''Exports''' — <code>/users/list/export/</code> — download finished export files
* '''Appointments''' / '''Tasks''' — activity that may create related notes

== Tips and important notes ==

* Default sort is often '''Reverse Date''' (newest first).
* Keyword search looks inside the note text.
* Managers use User and Markets to coach a team or territory.
* Just My Events users mainly see their own notes.
* Export is asynchronous — do not expect an instant CSV download in the same click for large sets.
* Filter settings stay in your session until you change or clear them.
* Click Account to act on the note in context (call, task, update).

== Need help? ==

* No notes found: widen dates, clear User/Markets/Keywords, or confirm notes exist on accounts
* Missing User / Markets filters: you may not be a manager or market manager
* Export button hidden / blocked: wait for an in-progress export to finish
* No email file: check spam, then open Exports for your user
* Account link missing name: account may have no company name set — still try opening from the row when linked
* Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 12:12, 23 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[Notes Report]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Report_Menu]] - [[Notes Report]]

	= Notes Report =		= Notes Report =

@@ Line 152: / Line 152: @@
 == Export Contact Notes ==
-[[File:ExportContactNotes.png|250px|thumb|right|Export Contact Notes]]
+[[File:ExportContactNotes.png|350px|thumb|right|Export Contact Notes]]
 '''Purpose:''' Create a downloadable Contact Notes Report from your current filters (runs in the background).

@@ Line 139: / Line 139: @@
 == Filter notes ==
-[[File:NotesReportFilter.png|250px|thumb|right|Notes Filter]]
+[[File:NotesReportFilter.png|350px|thumb|right|Notes Filter]]
 # Click the '''Filter''' button.

@@ Line 58: / Line 58: @@
 * '''Quick Links''' (when included)
 * '''Filter''' button
 === Empty state ===

@@ Line 140: / Line 140: @@
 == View the Notes Report ==
-[[File:NotesReportList.png|250px|thumb|right|Notes list]]
+[[File:NotesReport.png|350px|thumb|right|Notes list]]
 # Open '''Notes Report''' (<code>/contacts/notes/report/</code>).

@@ Line 19: / Line 19: @@
 * Export a Contact Notes Report (background job + email / Exports page)
-[[File:NotesReport.png|300px|thumb|Notes Report]]
+[[File:NotesReport.png|350px|thumb|Notes Report]]
 <div style="clear:both;"></div>

@@ Line 9: / Line 9: @@
 Use this screen to search and review '''account notes''' across your company in one list.
 Each row is a note written by a rep on an account, with when it was created and where it came from (for example Add Note, appointment, or task).
 '''Navigation:''' '''Report Icon Hover''' &rarr; '''Notes Report'''

Notes (New web) - Revision history

Ashley DeBon at 12:12, 23 July 2026

Ashley DeBon at 12:11, 23 July 2026

Ashley DeBon: /* Filter notes */

Ashley DeBon: /* Notes table */

Ashley DeBon: /* View the Notes Report */

Ashley DeBon: /* Notes Report */

Ashley DeBon: /* Notes Report */