Routes (New web) - Revision history

Ashley DeBon at 13:15, 24 July 2026

2026-07-24T13:15:02Z

2026-07-24T12:41:46Z

2026-07-24T12:40:56Z

‎Part 3 — Add Route

2026-07-24T12:40:44Z

‎How to add a route

2026-07-24T12:39:31Z

‎Display NearBy Contacts

2026-07-24T12:39:21Z

‎Optimize Route

2026-07-24T12:32:11Z

‎Part 4 — Edit Route

2026-07-24T12:31:55Z

‎How to edit a route

2026-07-24T12:28:14Z

‎How to add a route

2026-07-24T12:28:04Z

‎Part 4 — Edit Route

← Older revision		Revision as of 13:15, 24 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Routes (New web)]]	+	Path: [[Callproof Support]] - [[New Website]] - [[People_Menu]] - [[Routes (New web)]]

	= Routes =		= Routes =

← Older revision		Revision as of 12:41, 24 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Routes]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Routes (New web)]]

	= Routes =		= Routes =

← Older revision		Revision as of 12:40, 24 July 2026
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	</div>		</div>
		+	# Arrive from Accounts with stops selected.
		+	# Enter a '''Route Name''', '''or''' choose '''Add To Saved Route'''.
		+	# (Managers) Assign one or more reps under '''Assign Route'''.
		+	# Drag stops to set visit order; remove unwanted stops with trash.
		+	# Optionally turn on '''Display NearBy Contacts'''.
		+	# Optionally click '''Optimize''' and choose Keep Start or Keep Start and End.
		+	# Click '''Save'''.
		+	# If you assigned other users, CallProof may ask whether to '''send the route''' to them (Email / Push to App / Both).
		+	# You return to the Routes list.
		+
		+	'''Validation tip:''' You must enter a route name '''or''' select a saved route before Save.
		+
	<div style="clear:both;"></div>		<div style="clear:both;"></div>

@@ Line 291: / Line 291: @@
 | Opens Optimize Route options (see below)
 |}
 = Part 4 — Edit Route =

@@ Line 350: / Line 350: @@
 # Nearby accounts appear on the map so you can consider adding more stops (as your map tools allow).
 # Toggle off to declutter the map.
 = Print Route =

@@ Line 323: / Line 323: @@
 * '''Print''' button is available.
 * '''Save''' updates this route.
 <div style="clear:both;"></div>

← Older revision		Revision as of 12:28, 24 July 2026
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	'''Validation tip:''' You must enter a route name '''or''' select a saved route before Save.		'''Validation tip:''' You must enter a route name '''or''' select a saved route before Save.
−
−	~~----~~

	= Part 4 — Edit Route =		= Part 4 — Edit Route =

@@ Line 313: / Line 313: @@
 '''Browser title:''' Edit Route
 '''Breadcrumb:''' Routes » Edit Route
 <div style="float:right; margin:0 0 1em 1em;">
@@ Line 320: / Line 321: @@
 |}
 </div>
 * Route name is the existing name (edit it as needed).
 * '''Add To Saved Route''' is not shown (you are already editing one route).
 * '''Print''' button is available.
 * '''Save''' updates this route.
 == How to edit a route ==