Web Routes - Revision history

Ashley DeBon: /* Print Route */

2026-07-16T08:14:01Z

‎Print Route

2026-07-16T08:12:14Z

‎Add / Edit Route

2026-07-16T08:07:59Z

‎Delete Route

2026-07-16T08:05:15Z

‎Add Route

2026-07-16T08:04:59Z

‎Add Route

2026-07-16T08:01:36Z

‎Routes

2026-07-16T08:01:20Z

‎Routes

2026-07-16T08:01:01Z

‎Routes

2026-07-16T07:59:51Z

2026-07-16T07:54:39Z

Created page with "Path: Website - People - Web Routes"

New page

Path: [[Website]] - [[People]] - [[Web Routes]]

@@ Line 298: / Line 298: @@
 == Print Route ==
+Produce a shareable document: stop list, leg distances/durations, map image, assignees. Choose current order or optimized-by-time/distance order. Handy for printing in the car, emailing a manager, or keeping a paper backup. Requires recent saves so the PDF matches what’s on screen.
-Generate a printable PDF containing:
+[[File:RoutesPrint.png|300px|thumb|right|Click (printer) icon]]
 * Route map
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 # Click '''Save'''.
 # The PDF is generated.
 == Filter Contacts by Route ==

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 == Add / Edit Route ==
 Create or modify a saved driving route.
 === Screen Layout ===
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 # Add or remove contacts.
 # Click '''Save'''.
 == Optimize Route ==

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 == Delete Route ==
 # Click the '''Delete''' (red X) icon.
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 If the route is shared, only the current user's assignment is removed.
 == Add / Edit Route ==

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 {| style="border:0;"
 | [[File:AddRoute.png|250px|thumb|Add Route Click (plus) icon]]
-| [[File:AddRouteView.png|250px|thumb|Add Route]
+| [[File:AddRouteView.png|250px|thumb|Add Route]]
 |}

@@ Line 159: / Line 159: @@
 == Add Route ==
 # Click '''Add Route'''.
 # If contacts have already been selected, the Route Builder opens.
 # If no contacts are staged, CallProof redirects to Contacts and displays a message requesting contact selection.
 == Delete Route ==

← Older revision		Revision as of 08:01, 16 July 2026
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	* Notifications may be sent by Email, Push Notification, or both.		* Notifications may be sent by Email, Push Notification, or both.
	* Contacts can be filtered by Route or Not in a Route from the Contacts search page.		* Contacts can be filtered by Route or Not in a Route from the Contacts search page.
		+
		+	<div style="clear:both;"></div>

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 = Routes =
 Routes allow users to plan and manage driving routes for customer visits. Users can select contacts from multiple areas of CallProof, organize the visit order, optimize travel time or distance, assign routes to one or more sales representatives, notify assigned users, print route PDFs, and filter contacts by route.
-[[File:RoutesIndex.png|300px|thumb|right|Index of Routein Callproof.]]
+[[File:RouteIndex.png|250px|thumb|right|Index of Route in Callproof.]]
 '''Navigation:''' '''People''' → '''Routes'''