Difference between revisions of "Titles"

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Titles are used within your company directory.  Administrators can add the titles used within their company.  When adding or editing an employee, these are the choices that will be presented under title.
 
Titles are used within your company directory.  Administrators can add the titles used within their company.  When adding or editing an employee, these are the choices that will be presented under title.
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[[File:TitleIndex.png|200px|thumb|right|Index of Titles]]
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[[File:TitleIndex.png|250px|thumb|right|Index of Titles]]
 
'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Titles'''
 
'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Titles'''
 
# Log in to your CallProof account.
 
# Log in to your CallProof account.
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== Add New Title ==
 
== Add New Title ==
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[[File:AddTitle.png|200px|thumb|right|Add New Title]]
 
 
To add a new title, simply click '''Add Title''' on the top right of the main info pane.  Enter the name and click submit to save.
 
To add a new title, simply click '''Add Title''' on the top right of the main info pane.  Enter the name and click submit to save.
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[[File:AddTitle.png|250px|thumb|right|Add New Title]]
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'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Titles'''
 
'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Titles'''
  
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== Edit a Title ==
 
== Edit a Title ==
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[[File:EditTitle.png|200px|thumb|right|Edit Title]]
 
 
Rename a title or change the image by clicking on the title image or the notepad.  Options to upload a new image or change the name will be presented.  Use the '''Update''' button under each option to save it if altered.
 
Rename a title or change the image by clicking on the title image or the notepad.  Options to upload a new image or change the name will be presented.  Use the '''Update''' button under each option to save it if altered.
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<div style="float:right; margin:0 0 1em 1em;">
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{| style="border:0;"
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| [[File:TitleEdit.png|250px|thumb|Click the Edit (pencil) icon]]
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| [[File:EditTitle.png|250px|thumb|Edit Title]]
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|}
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</div>
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'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Titles'''
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# Log in to your CallProof account.
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# From the main navigation bar, hover over '''Home'''.
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# In the '''Settings & Customization''' section of the drop-down menu, click '''Titles'''.
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# The '''Titles''' page opens.
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# Locate the title that you want to edit.
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# Click the '''Edit (pencil) icon''' next to the title.
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# The '''Edit Title''' page opens.
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# Update the required title details.
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# Click the '''Save''' button.
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# The title is updated successfully.
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<div style="clear:both;"></div>
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== Deleting a Title ==
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[[File:DeleteTitle.png|250px|thumb|right|Edit Title]]
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'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Titles'''
 +
 +
# Log in to your CallProof account.
 +
# From the main navigation bar, hover over '''Home'''.
 +
# In the '''Settings & Customization''' section of the drop-down menu, click '''Titles'''.
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# The '''Titles''' page opens.
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# Locate the title that you want to delete.
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# Click the '''Delete (X) icon''' next to the title.
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# A confirmation message appears.
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# Click '''OK''' to confirm the deletion.
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# The title is deleted successfully from the Titles list.
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<div style="clear:both;"></div>

Latest revision as of 11:30, 14 July 2026

Path: Callproof Support - Website - Titles

What are Titles?

Titles are used within your company directory. Administrators can add the titles used within their company. When adding or editing an employee, these are the choices that will be presented under title.

Index of Titles

Navigation: Home → Settings & Customization → Titles

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Titles.
  4. The Titles page opens.
  5. View the list of available titles.
  6. The page displays all configured titles and their details.

Add New Title

To add a new title, simply click Add Title on the top right of the main info pane. Enter the name and click submit to save.

Add New Title

Navigation: Home → Settings & Customization → Titles

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Titles.
  4. The Titles page opens.
  5. Click the Add Title button.
  6. The Add Title page opens.
  7. Enter the required title details.
  8. Click the Save button.
  9. The new title is saved successfully and appears in the Titles list.

Edit a Title

Rename a title or change the image by clicking on the title image or the notepad. Options to upload a new image or change the name will be presented. Use the Update button under each option to save it if altered.

Click the Edit (pencil) icon
Edit Title

Navigation: Home → Settings & Customization → Titles

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Titles.
  4. The Titles page opens.
  5. Locate the title that you want to edit.
  6. Click the Edit (pencil) icon next to the title.
  7. The Edit Title page opens.
  8. Update the required title details.
  9. Click the Save button.
  10. The title is updated successfully.

Deleting a Title

Edit Title

Navigation: Home → Settings & Customization → Titles

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Titles.
  4. The Titles page opens.
  5. Locate the title that you want to delete.
  6. Click the Delete (X) icon next to the title.
  7. A confirmation message appears.
  8. Click OK to confirm the deletion.
  9. The title is deleted successfully from the Titles list.
Retrieved from "http://docs.callproof.com/index.php?title=Titles&oldid=1136"