Settings Menu - Revision history

Ashley DeBon: /* Site Settings */

2026-07-22T15:31:21Z

‎Site Settings

Ashley DeBon at 15:23, 22 July 2026

2026-07-22T15:23:26Z

Ashley DeBon: /* Site Settings */

2026-07-22T13:37:36Z

‎Site Settings

Ashley DeBon: /* Site Settings */

2026-07-22T12:10:23Z

‎Site Settings

Ashley DeBon: /* Site Settings */

2026-07-22T12:03:59Z

‎Site Settings

Ashley DeBon: /* Site Settings */

2026-07-22T12:03:43Z

‎Site Settings

Ashley DeBon: /* Site Settings */

2026-07-22T11:26:40Z

‎Site Settings

Ashley DeBon: /* Site Settings */

2026-07-22T11:26:02Z

‎Site Settings

Ashley DeBon: /* Site Settings */

2026-07-22T11:25:58Z

‎Site Settings

Ashley DeBon: /* Site Settings */

2026-07-22T11:24:43Z

‎Site Settings

@@ Line 3: / Line 3: @@
 == Site Settings ==
-*[[Event Forms (New Web)]] - Create and manage custom forms for visits, calls, and other business activities. Event Forms can capture checklists, scores, notes, send email notifications, and create follow-up tasks. Example: A Closed Deal form completed by sales representatives after closing an opportunity.
+*[[Event Forms (New Web)]] - Create and manage custom forms for visits, calls, and other business activities. Forms can capture checklists, scores, notes, and images; send email notifications; award points; optionally create a follow-up task; limit by Account Type; support after-call forms; and post results to a webhook. Managers create and manage templates. Reps can fill forms on contacts and view entries. Example: A Closed Deal form completed by sales representatives after closing an opportunity. Key settings: form name, notification emails, points, Treat As (Appointment / Webinar / None), Schedule Task, Send Email Copy to Rep, Prefill previous answers, Limit Account Types, Hide, Remove Link, After-call flag, Post-back URL/secret/method.
-*[[Custom Fields (New Web)]] - User defined fields added to contact records.  These appear on all contact records and can be used in searches.
+*[[Custom Fields (New Web)]] - User-defined fields added to contact records. They appear on contact create/edit screens and can be used in contact search and filters. Types include text, select, radio, multi-select, date, image, and auto-calculated fields. Options can carry point values. The same definitions can also be attached to Event Forms. Manager-only for this admin screen. Example: Competitor currently used, or ERP customer number, on every contact. Key settings: name, type, required, lock, hide on checkout, options and points, order. Note: This admin screen is contact-focused. It is not a generic editor for every object type.
-*[[Contact Types (New Web)]] - User defined contact types used within their company.  These can be used to organize and search contacts.
+*[[Contact Types (New Web)]] -  Account Types (code still says contact types). User-defined account categories used to organize and search contacts/accounts, such as Client, Lead, Prospect, Other, or custom types. Each type can have an icon, order, and a default type. Used in filters, maps, reports, and Event Form Limit Account Types. Example: Label accounts as Prospect vs Client so reps and managers can filter pipelines. Key settings: name, image/icon, default type, position/order. When People Tab is on, navigation may show Accounts instead of Contacts; types still work the same way.
-*[[Titles (New Web)]] - User defined titles for employees within your company.
+*[[Titles (New Web)]] - User-defined titles for company employees and reps (stored on the user profile), such as Sales, Owner, Rep, Other. A title can optionally link to a Custom Account Menu and a Places Category list. Example: Title Outside Sales linked to a custom account menu for field reps. Key settings: name, image, linked Contact Menu List, linked Places Category List. Important: This is not the free-text job title on a person under an account. For people-under-account role labels, use Roles.
-*[[Markets (New Web)]] - User defined markets.
+*[[Markets (New Web)]] - User-defined named markets/territories used to group sales coverage. Managers assign users to markets, and in retail setups can assign dealer stores. Markets drive filters on dashboards, reports, leaderboards, call history, Event Form entries, and related features by market membership — not by contact zip geography. Example: Market Southeast with reps Alice and Bob assigned; managers filter activity to that market. Key settings: market name, soft delete, user assignments, store assignments; market manager user flag affects access behavior.
-*[[Role (New Web)]] - Lets managers define role labels (for example Manager, Buyer, Decision Maker) used on people/personnel under Accounts when People Tab is on, and for Role filters on Contacts/Accounts search.
+*[[Role (New Web)]] - Shown only when People Tab is enabled. Manager-only. Lets managers define role labels such as Manager, Buyer, or Decision Maker used on people/personnel under Accounts when People Tab is on, and for Role filters on Contacts/Accounts search. These are not login or permission roles. Example: Tag a person at Acme Corp as Decision Maker and filter accounts by that role. Key settings: role name (company-scoped).
-*[[Regions (New Web)]] - Lets a company define geographic territories (by state, city, county, and zip codes) and assign reps to those territories so account/contact lists and related features can be scoped by region.
+*[[Regions (New Web)]] - Lets a company define geographic territories by state, city, county, and zip codes, and assign reps to those territories so account/contact lists and related features can be scoped by region. Contact search applies region filters using region zip codes against contact zip. Example: Region North Texas with selected zips; assigned reps see contacts in those zips, subject to manager / market manager / just-my-events rules. Key settings: region name, state/city/county selections, zip list, user assignments.

← Older revision		Revision as of 15:23, 22 July 2026
Line 1:		Line 1:
	Path: [[Callproof Support]] - [[New Website]] - [[Settings Menu]]		Path: [[Callproof Support]] - [[New Website]] - [[Settings Menu]]
−
−
−	~~Most of the main customizations available in Callproof are accessed here. This contacts most of the user defined items like [[Contact Types]], [[Custom Fields]], and [[Points]].~~

	== Site Settings ==		== Site Settings ==

← Older revision		Revision as of 13:37, 22 July 2026
Line 13:		Line 13:

	*[[Titles (New Web)]] - User defined titles for employees within your company.		*[[Titles (New Web)]] - User defined titles for employees within your company.
−
−	*[[Badges (New Web)]] - User defined awards given at user defined point thresholds. When employees earn enough points, badges are given out.
−
−	*[[Event Points (New Web)]] - User defined point scale for actions performed in Callproof. Most actions in Callproof can be assigned a point value and be used to rank employees. Points for each action can be defined here.
−
−	*[[Point Values (New Web)]] - User defined point values that can be assigned to actions. The icon used for points can also be edited here.

	*[[Markets (New Web)]] - User defined markets.		*[[Markets (New Web)]] - User defined markets.

@@ Line 8: / Line 8: @@
 *[[Event Forms (New Web)]] - Create and manage custom forms for visits, calls, and other business activities. Event Forms can capture checklists, scores, notes, send email notifications, and create follow-up tasks. Example: A Closed Deal form completed by sales representatives after closing an opportunity.
-*[[Custom Fields]] - User defined fields added to contact records.  These appear on all contact records and can be used in searches.
+*[[Custom Fields (New Web)]] - User defined fields added to contact records.  These appear on all contact records and can be used in searches.
-*[[Contact Types]] - User defined contact types used within their company.  These can be used to organize and search contacts.
+*[[Contact Types (New Web)]] - User defined contact types used within their company.  These can be used to organize and search contacts.
-*[[Titles]] - User defined titles for employees within your company.
+*[[Titles (New Web)]] - User defined titles for employees within your company.
-*[[Badges]] - User defined awards given at user defined point thresholds.  When employees earn enough points, badges are given out.
+*[[Badges (New Web)]] - User defined awards given at user defined point thresholds.  When employees earn enough points, badges are given out.
-*[[Event Points]] - User defined point scale for actions performed in Callproof.  Most actions in Callproof can be assigned a point value and be used to rank employees.  Points for each action can be defined here.
+*[[Event Points (New Web)]] - User defined point scale for actions performed in Callproof.  Most actions in Callproof can be assigned a point value and be used to rank employees.  Points for each action can be defined here.
-*[[Point Values]] - User defined point values that can be assigned to actions.  The icon used for points can also be edited here.
+*[[Point Values (New Web)]] - User defined point values that can be assigned to actions.  The icon used for points can also be edited here.
-*[[Markets]] - User defined markets.
+*[[Markets (New Web)]] - User defined markets.
-*[[Role]] - Lets managers define role labels (for example Manager, Buyer, Decision Maker) used on people/personnel under Accounts when People Tab is on, and for Role filters on Contacts/Accounts search.
+*[[Role (New Web)]] - Lets managers define role labels (for example Manager, Buyer, Decision Maker) used on people/personnel under Accounts when People Tab is on, and for Role filters on Contacts/Accounts search.
-*[[Regions]] - Lets a company define geographic territories (by state, city, county, and zip codes) and assign reps to those territories so account/contact lists and related features can be scoped by region.
+*[[Regions (New Web)]] - Lets a company define geographic territories (by state, city, county, and zip codes) and assign reps to those territories so account/contact lists and related features can be scoped by region.

@@ Line 6: / Line 6: @@
 == Site Settings ==
-*[[Event Forms V2 | Event Forms (New Web)]] - Create and manage custom forms for visits, calls, and other business activities. Event Forms can capture checklists, scores, notes, send email notifications, and create follow-up tasks. Example: A Closed Deal form completed by sales representatives after closing an opportunity.
+*[[Event Forms (New Web)]] - Create and manage custom forms for visits, calls, and other business activities. Event Forms can capture checklists, scores, notes, send email notifications, and create follow-up tasks. Example: A Closed Deal form completed by sales representatives after closing an opportunity.
 *[[Custom Fields]] - User defined fields added to contact records.  These appear on all contact records and can be used in searches.

← Older revision		Revision as of 11:26, 22 July 2026
Line 5:		Line 5:

	== Site Settings ==		== Site Settings ==
−	~~{{DISPLAYTITLE:Event Forms}}~~

	*[[V2 Event Forms\|Event Forms]] - Create and manage custom forms for visits, calls, and other business activities. Event Forms can capture checklists, scores, notes, send email notifications, and create follow-up tasks. Example: A Closed Deal form completed by sales representatives after closing an opportunity.		*[[V2 Event Forms\|Event Forms]] - Create and manage custom forms for visits, calls, and other business activities. Event Forms can capture checklists, scores, notes, send email notifications, and create follow-up tasks. Example: A Closed Deal form completed by sales representatives after closing an opportunity.

← Older revision		Revision as of 11:25, 22 July 2026
Line 5:		Line 5:

	== Site Settings ==		== Site Settings ==
		+	{{DISPLAYTITLE:Event Forms}}

	*[[V2 Event Forms\|Event Forms]] - Create and manage custom forms for visits, calls, and other business activities. Event Forms can capture checklists, scores, notes, send email notifications, and create follow-up tasks. Example: A Closed Deal form completed by sales representatives after closing an opportunity.		*[[V2 Event Forms\|Event Forms]] - Create and manage custom forms for visits, calls, and other business activities. Event Forms can capture checklists, scores, notes, send email notifications, and create follow-up tasks. Example: A Closed Deal form completed by sales representatives after closing an opportunity.