Difference between revisions of "Accounts"
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Path: [[Callproof Support]] - [[Website]] - [[Maps]] - [[Accounts]] | Path: [[Callproof Support]] - [[Website]] - [[Maps]] - [[Accounts]] | ||
| + | == What are Accounts? == | ||
[[File:Accounts_page.png|200px|thumb|right|Accounts Page]] | [[File:Accounts_page.png|200px|thumb|right|Accounts Page]] | ||
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Accounts are your company contacts in CallProof. From the Accounts screen, you can find, view, and manage the businesses you work with—search them, filter them, and take action on each account. | Accounts are your company contacts in CallProof. From the Accounts screen, you can find, view, and manage the businesses you work with—search them, filter them, and take action on each account. | ||
Depending on your security settings, you may see all accounts or only the accounts assigned to you. Allow location access when prompted for better sort and map results; CallProof uses this to show distance and nearby accounts. | Depending on your security settings, you may see all accounts or only the accounts assigned to you. Allow location access when prompted for better sort and map results; CallProof uses this to show distance and nearby accounts. | ||
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== Using Accounts == | == Using Accounts == | ||
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Use the search bar to find an account by company name or other selected search fields. Open filters to choose which fields to search, sort results (for example Closest To Me, Need to Contact, or Recently Contacted), and narrow by account type or custom fields. Switch between All Accounts and Only My Accounts as needed. | Use the search bar to find an account by company name or other selected search fields. Open filters to choose which fields to search, sort results (for example Closest To Me, Need to Contact, or Recently Contacted), and narrow by account type or custom fields. Switch between All Accounts and Only My Accounts as needed. | ||
Each result shows the company name, address, and related details. Tap an account to open more options—call, message, email, start an appointment, add to a route, fill out event forms, add notes, or view and edit the account. Use the map icon to plot accounts on the map, and the add button to create a new account. | Each result shows the company name, address, and related details. Tap an account to open more options—call, message, email, start an appointment, add to a route, fill out event forms, add notes, or view and edit the account. Use the map icon to plot accounts on the map, and the add button to create a new account. | ||
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| + | <div style="clear: both;"></div> | ||
== Features include: == | == Features include: == | ||
| − | + | * View all accounts. | |
| − | View all accounts. | + | * Add a new account. |
| − | Add a new account. | + | * Search accounts by name, type, state, city, ZIP code, and other available fields. |
| − | Search accounts by name, type, state, city, ZIP code, and other available fields. | + | * Sort accounts by alphabetical order or distance. |
| − | Sort accounts by alphabetical order or distance. | + | * Select an account to view its complete details. |
| − | Select an account to view its complete details. | + | * Quickly call, message, or email the selected account using the action buttons. |
| − | Quickly call, | + | * Access additional options such as Event Forms, Appointments, Add to Route, and More actions. |
| − | Access additional options such as Event Forms, Appointments, Add to Route, and More actions. | ||
Revision as of 09:06, 14 July 2026
Path: Callproof Support - Website - Maps - Accounts
What are Accounts?
Accounts are your company contacts in CallProof. From the Accounts screen, you can find, view, and manage the businesses you work with—search them, filter them, and take action on each account.
Depending on your security settings, you may see all accounts or only the accounts assigned to you. Allow location access when prompted for better sort and map results; CallProof uses this to show distance and nearby accounts.
Using Accounts
Use the search bar to find an account by company name or other selected search fields. Open filters to choose which fields to search, sort results (for example Closest To Me, Need to Contact, or Recently Contacted), and narrow by account type or custom fields. Switch between All Accounts and Only My Accounts as needed.
Each result shows the company name, address, and related details. Tap an account to open more options—call, message, email, start an appointment, add to a route, fill out event forms, add notes, or view and edit the account. Use the map icon to plot accounts on the map, and the add button to create a new account.
Features include:
- View all accounts.
- Add a new account.
- Search accounts by name, type, state, city, ZIP code, and other available fields.
- Sort accounts by alphabetical order or distance.
- Select an account to view its complete details.
- Quickly call, message, or email the selected account using the action buttons.
- Access additional options such as Event Forms, Appointments, Add to Route, and More actions.
