Reporting Phone Calls - Revision history

Ashley DeBon at 08:14, 30 July 2026

2026-07-30T08:14:12Z

Ashley DeBon: /* CallProof Call Log Version */

2026-07-30T08:01:07Z

‎CallProof Call Log Version

Ashley DeBon: /* What Calls Are Tracked By CallProof? */

2026-07-30T07:11:02Z

‎What Calls Are Tracked By CallProof?

Ashley DeBon at 06:49, 27 July 2026

2026-07-27T06:49:01Z

Ashley DeBon at 06:45, 27 July 2026

2026-07-27T06:45:20Z

Ashley DeBon at 06:32, 27 July 2026

2026-07-27T06:32:55Z

Ashley DeBon at 06:31, 27 July 2026

2026-07-27T06:31:18Z

Ashley DeBon: /* Making Calls Count Using iPhones */

2026-07-27T06:28:39Z

‎Making Calls Count Using iPhones

Ashley DeBon: /* Making Calls Count Using iPhones */

2026-07-27T06:26:08Z

‎Making Calls Count Using iPhones

Ashley DeBon: /* Making Calls Count Using Android */

2026-07-27T06:18:13Z

‎Making Calls Count Using Android

← Older revision		Revision as of 08:14, 30 July 2026
Line 40:		Line 40:
	Calls made this way are properly recorded for reporting. Calls made only from the phone dialer are not collected by the standard version of the app.		Calls made this way are properly recorded for reporting. Calls made only from the phone dialer are not collected by the standard version of the app.

−	[[File:~~App_Making_Calls_Count_Using_Android~~.png\|200px\|center\|thumb\|CallProof App - Making Calls Count Using Android]]	+	[[File:App_Making_Calls_Count.png\|200px\|center\|thumb\|CallProof App - Making Calls Count Using Android]]

← Older revision		Revision as of 08:01, 30 July 2026
Line 62:		Line 62:
	* Logging out and back in is not required to sync calls, although logging out will still upload any remaining unsynced call history.		* Logging out and back in is not required to sync calls, although logging out will still upload any remaining unsynced call history.

−	[[File:~~App_With_Call_Log_SynCalls_Option~~.png\|200px\|center\|thumb\|CallProof App - Sync Calls Option (Call Log Version)]]	+	[[File:App_With_Call_Log_SynCalls.png\|200px\|center\|thumb\|CallProof App - Sync Calls Option (Call Log Version)]]

@@ Line 7: / Line 7: @@
 When a rep makes a call, CallProof checks the phone number against all CallProof contacts within their company. If a matching contact is found, the call is identified as a Client Call and is included in CallProof reporting.
-[[File:App_Calls_Are_Tracked_By_CallProof.png|200px|center|thumb|CallProof App - Calls Are Tracked By CallProof]]
+[[File:App_Calls_Are_Tracked_CallProof.png|200px|center|thumb|CallProof App - Calls Are Tracked By CallProof]]
 == Making Calls Count Using iPhones ==

@@ Line 1: / Line 1: @@
 CallProof offers reporting features for managers to see a rep's calls to CallProof clients. For these calls to be counted correctly in reports, there are some important things to understand about how call tracking works on different devices.
 == What Calls Are Tracked By CallProof? ==
-When a rep makes a call, CallProof checks the phone number against all CallProof contacts within their company. If a matching contact is found, the call is identified as a **Client Call** and is included in CallProof reporting.
+When a rep makes a call, CallProof checks the phone number against all CallProof contacts within their company. If a matching contact is found, the call is identified as a Client Call and is included in CallProof reporting.
 [[File:App_Calls_Are_Tracked_By_CallProof.png|200px|center|thumb|CallProof App - Calls Are Tracked By CallProof]]
 == Making Calls Count Using iPhones ==
-On iPhones and other iOS devices, users must place calls **from within the CallProof app** for them to be tracked.
+On iPhones and other iOS devices, users must place calls from within the CallProof app for them to be tracked.
 To make a tracked call:
 * Search for the contact in CallProof.
 * Open the contact record.
-* Tap **Call** from the contact menu.
+* Tap Call from the contact menu.
 Calls placed this way are correctly recorded for reporting purposes.
-**Note:** Calls made directly from the native **Phone** app on iOS are **not** tracked by CallProof.
+Note: Calls made directly from the native Phone app on iOS are not tracked by CallProof.
 [[File:App_Making_Calls_Count_Using_iPhones.png|200px|center|thumb|CallProof App - Making Calls Count Using iPhones]]
 == Making Calls Count Using Android ==
@@ Line 26: / Line 30: @@
 Android behaviour depends on which version of the CallProof app is installed.
-### CallProof from Google Play (Standard App)
 Users should place calls from within CallProof:
@@ Line 32: / Line 37: @@
 * Search for the contact.
 * Open the contact.
-* Tap **Call**.
+* Tap Call.
-Calls made this way are properly recorded for reporting. Calls made only from the phone dialer are **not** collected by the standard version of the app.
+Calls made this way are properly recorded for reporting. Calls made only from the phone dialer are not collected by the standard version of the app.
 [[File:App_Making_Calls_Count_Using_Android.png|200px|center|thumb|CallProof App - Making Calls Count Using Android]]
-The **CallProof Call Log** version provides enhanced call tracking and is the recommended option for Android users who want automatic client call reporting.
+=== CallProof Call Log Version ===
 With this version, users can make calls either:
@@ Line 49: / Line 55: @@
 CallProof automatically reads the device's call log, matches phone numbers against CallProof contacts, discards unknown numbers, and records matching client calls for reporting.
-Call history can sync automatically throughout the day based on sync settings. Calls are also synced after calls made from the app or manually by selecting **More > Sync Calls**. Logging out will also upload any remaining unsynced calls.
+Call history can sync automatically throughout the day based on sync settings. Calls are also synced after calls made from the app or manually by selecting More > Sync Calls. Logging out will also upload any remaining unsynced calls.
-* Keep the **Call Log** permission enabled.
+Best Practice:
 * Stay signed in during the workday.
-* If recent client calls do not appear in reports, use **Sync Calls** from the **More** menu.
+* If recent client calls do not appear in reports, use Sync Calls from the More menu.
-* Logging out and back in is **not required** to sync calls, although logging out will still upload any remaining unsynced call history.
+* Logging out and back in is not required to sync calls, although logging out will still upload any remaining unsynced call history.
 [[File:App_With_Call_Log_SynCalls_Option.png|200px|center|thumb|CallProof App - Sync Calls Option (Call Log Version)]]

@@ Line 1: / Line 1: @@
-CallProof offers reporting features for managers to see a reps calls to CallProof clients. In order for these calls to be correctly counted, there are some important things to be aware of and remember.
+== What Calls Are Tracked By CallProof? ==
-== What Calls Are Tracked By CallProof? ==
+== Making Calls Count Using iPhones ==
-When a rep makes a call, CallProof will check the number against all CallProof contacts within their company. If matches are found, the call is marked as a Client Call within CallProof.
+On iPhones and other iOS devices, users must place calls **from within the CallProof app** for them to be tracked.
-In order for rep calls to be counted properly, there are some differences between iOS and Android mobile apps. Below explains the differences.
+To make a tracked call:
-== Making Calls Count Using iPhones ==
+Calls placed this way are correctly recorded for reporting purposes.
-iOS users (iPhones, iPads, etc) must make calls from within CallProof. To do this, simply search for the contact you wish to call from within CallProof. Click on the contact and select Call from the contact's menu. When calling this way, all calls are properly recorded for reporting purposes.
+**Note:** Calls made directly from the native **Phone** app on iOS are **not** tracked by CallProof.
-Calls made from the native Phone app on iOS are not tracked by CallProof.
+[[File:App_Making_Calls_Count_Using_iPhones.png|200px|center|thumb|CallProof App - Making Calls Count Using iPhones]]
 == Making Calls Count Using Android ==
-CallProof from Google Play (standard app):
+Android behaviour depends on which version of the CallProof app is installed.
-Android users should make calls from within CallProof. Search for the contact, open the contact, and select Call. Calls made this way are properly recorded for reporting purposes. Calls made only from the phone dialer are not collected by this version of the app.
-CallProof Call Log version:
+**Best Practice**
-With the Call Log version, call history can sync automatically during the day based on sync settings, after calls made from the app, or manually from More by selecting Sync Calls. Logging out will also upload any remaining unsynced calls.
+* Keep the **Call Log** permission enabled.
-Best Practice: Keep Call Log permission enabled and stay signed in during the workday so calls can sync. If recent client calls are missing from reports, use Sync Calls. Logging out and logging back in is no longer required just to sync calls, but logging out will still flush any leftover unsynced call history.
+[[File:App_With_Call_Log_SynCalls_Option.png|200px|center|thumb|CallProof App - Sync Calls Option (Call Log Version)]]

@@ Line 5: / Line 5: @@
 == What Calls Are Tracked By CallProof? ==
 [[File:App_Calls_Are_Tracked_By_CallProof.png|200px|thumb|center|Callproof App Calls Are Tracked By CallProof]]
 In order for rep calls to be counted properly, there are some differences between iOS and Android mobile apps. Below explains the differences.
 == Making Calls Count Using iPhones ==
-[[File:App_Making_ Calls_Count_ Using_iPhones.png|200px|thumb|right|Callproof App Making Calls Count Using iPhones]]
+[[File:App_Making_ Calls_Count_ Using_iPhones.png|200px|thumb|center|Callproof App Making Calls Count Using iPhones]]
-[[File:App_Making_Calls_Count_Using_Android.png|200px|thumb|right|Callproof App Making Calls Count Using Android]]
 iOS users (iPhones, iPads, etc) must make calls from within CallProof. To do this, simply search for the contact you wish to call from within CallProof. Click on the contact and select Call from the contact's menu. When calling this way, all calls are properly recorded for reporting purposes.
@@ Line 18: / Line 18: @@
 == Making Calls Count Using Android ==
+[[File:App_Making_Calls_Count_Using_Android.png|200px|thumb|center|Callproof App Making Calls Count Using Android]]
 Android behavior depends on which CallProof app is installed.

← Older revision		Revision as of 06:18, 27 July 2026
Line 31:		Line 31:

	Best Practice: Keep Call Log permission enabled and stay signed in during the workday so calls can sync. If recent client calls are missing from reports, use Sync Calls. Logging out and logging back in is no longer required just to sync calls, but logging out will still flush any leftover unsynced call history.		Best Practice: Keep Call Log permission enabled and stay signed in during the workday so calls can sync. If recent client calls are missing from reports, use Sync Calls. Logging out and logging back in is no longer required just to sync calls, but logging out will still flush any leftover unsynced call history.
−	~~```~~