Difference between revisions of "Events"
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Use the filters at the top of the page to locate specific events. | Use the filters at the top of the page to locate specific events. | ||
| − | + | [[File:EventsSearch.png|250px|thumb|right|Events Search Filter]] | |
# Open the '''Events''' page. | # Open the '''Events''' page. | ||
# Select an '''Event Type''' to display only a specific type of activity, if needed. | # Select an '''Event Type''' to display only a specific type of activity, if needed. | ||
| Line 29: | Line 29: | ||
# Click '''Search'''. | # Click '''Search'''. | ||
# The page refreshes and displays the matching events. | # The page refreshes and displays the matching events. | ||
| + | <div style="clear:both;"></div> | ||
== View Event Details == | == View Event Details == | ||
The search results display a list of activity records. | The search results display a list of activity records. | ||
| − | + | [[File:EventsView.png|250px|thumb|right|Events]] | |
Each event may include: | Each event may include: | ||
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# Click the linked '''User''', '''Account''', '''Contact''', or other related record. | # Click the linked '''User''', '''Account''', '''Contact''', or other related record. | ||
# The selected record opens for additional details. | # The selected record opens for additional details. | ||
| + | <div style="clear:both;"></div> | ||
== Export Events Report == | == Export Events Report == | ||
Export the current search results to a CSV file. | Export the current search results to a CSV file. | ||
| − | + | [[File:EventsExport.png|250px|thumb|right|Export Events Report]] | |
# Open the '''Events''' page. | # Open the '''Events''' page. | ||
# Apply any search or filter criteria, if needed. | # Apply any search or filter criteria, if needed. | ||
| Line 58: | Line 60: | ||
'''Note:''' The '''Export Events Report''' option is available only for users with export permissions. | '''Note:''' The '''Export Events Report''' option is available only for users with export permissions. | ||
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* Monitor recent team activity across CallProof. | * Monitor recent team activity across CallProof. | ||
* Search and filter events by activity type, user, market, and other available criteria. | * Search and filter events by activity type, user, market, and other available criteria. | ||
* View related users, accounts, contacts, opportunities, and activity details. | * View related users, accounts, contacts, opportunities, and activity details. | ||
* Export filtered event data to a CSV file for reporting or analysis. | * Export filtered event data to a CSV file for reporting or analysis. | ||
| + | <div style="clear:both;"></div> | ||
Latest revision as of 05:43, 15 July 2026
Path: Callproof Support - Website - Navigation Bar - Dashboard - Events
Events
View team activity across CallProof. The Events page provides a chronological history of user actions, including calls, emails, appointments, tasks, event forms, opportunity updates, and other activities associated with accounts and contacts. You can search, filter, review, and export event data for reporting and auditing purposes.
Navigation: Dashboard → Events
Note: In some companies, this menu appears as Dashboard & Reports → Events.
- Log in to your CallProof account.
- From the main navigation bar, hover over Dashboard.
- Select Events.
- The Events page opens.
- The page displays the most recent activity events based on your permissions.
Search and Filter Events
Use the filters at the top of the page to locate specific events.
- Open the Events page.
- Select an Event Type to display only a specific type of activity, if needed.
- If you are a Manager or Market Manager:
- Select one or more Users.
- Optionally enable Show Inactive Users.
- Optionally select one or more Markets.
- Select the Max Results value to limit the number of records returned.
- Click Search.
- The page refreshes and displays the matching events.
View Event Details
The search results display a list of activity records.
Each event may include:
- User who performed the activity
- Event type or activity description
- Related account, contact, or opportunity
- Date and time of the activity
- Additional links to related records
To view more information:
- Locate the event you want to review.
- Click the linked User, Account, Contact, or other related record.
- The selected record opens for additional details.
Export Events Report
Export the current search results to a CSV file.
- Open the Events page.
- Apply any search or filter criteria, if needed.
- Click Export Events Report.
- The filtered events are downloaded as a CSV file.
Note: The Export Events Report option is available only for users with export permissions.
- Monitor recent team activity across CallProof.
- Search and filter events by activity type, user, market, and other available criteria.
- View related users, accounts, contacts, opportunities, and activity details.
- Export filtered event data to a CSV file for reporting or analysis.
