Difference between revisions of "Accounts"

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# Use the map icon to plot accounts, and the add button to create a new account.
 
# Use the map icon to plot accounts, and the add button to create a new account.
  
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== Features include ==
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== Accounts ==
  
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'''View accounts'''
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=== Features include ===
  
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Browse your list of company contacts. Pull down to refresh. Scroll for more results when available.
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* '''[[View accounts]]''' – Browse your list of company contacts. Pull down to refresh. Scroll for more results when available.
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* '''[[All Accounts / Only My Accounts]]''' – Switch between every account you can access and only accounts assigned to you.
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* '''[[Search Accounts]]''' – Find accounts by company name or other selected search fields.
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* '''[[Account Filters]]''' – Choose search fields, sort, account type, and custom fields. Filters can be saved.
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* '''[[Sort by distance]]''' – Closest to Me / Farthest Away using your device location.
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* '''[[Sort by contact activity]]''' – Need to Contact or Recently Contacted.
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* '''[[Add a new account]]''' – Create an account with company name and account type (required).
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* '''[[View account details]]''' – Open full account info, history, and related records.
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* '''[[Edit account]]''' – Update company info and save changes.
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* '''[[Call Account]]''' – Call when a phone number is available (including Twilio if enabled).
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* '''[[Message / SMS]]''' – Send a text when messaging is available.
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* '''[[Email Account]]''' – Email from quick action or More menu.
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* '''[[Appointment]]''' – Start or end an appointment/check-in while visiting.
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* '''[[Add to Route]]''' – Add the account as a stop on your current route.
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* '''[[Mobile Event Forms]]''' – Fill out custom forms for the account.
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* '''[[Tasks / Follow-ups]]''' – Add or edit tasks and follow-ups.
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* '''[[Notes]]''' – Add and view notes.
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* '''[[Mobile Opportunities]]''' – View or add sales opportunities.
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* '''[[Mobile People]]''' – View and manage people under the company.
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* '''[[Labels]]''' – Tag accounts for organization.
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* '''[[Images]]''' – View or add account images.
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* '''[[Directions / Street View]]''' – Open directions or street view when location exists.
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* '''[[Accounts Map]]''' – Plot accounts on a map and use map/lasso tools.
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* '''[[More menu]]''' – Full list of account actions in one place.
  
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'''All Accounts / Only My Accounts'''
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<div style="clear: both;"></div>
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Switch between every account you can access and only accounts assigned to you.
 
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'''Search'''
 
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Find accounts by company name or other fields (for example type, city, state, ZIP, street, phone, email—based on selected search fields). Use quotation marks for exact phrases when needed. Choose fewer search fields for faster, clearer results.
 
  
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# '''Filters'''
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----
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#* Search fields — which fields the search uses
 
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#* Sort — Closest to Me, Farthest Away, Need to Contact, Recently Contacted, Company A–Z / Z–A
 
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#* Account type — Client, Lead, Prospect, etc. (your company's types)
 
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#* Custom fields — company-specific fields to narrow results
 
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#* Filters can be saved so your next visit uses the same settings
 
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# '''Sort by distance''' — Closest to Me / Farthest Away uses your device location to order nearby vs farther accounts.
 
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# '''Sort by contact activity''' — Need to Contact shows accounts least recently contacted. Recently Contacted shows the most recent ones.
 
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# '''Add a new account''' — Create an account with a company name and account type (required). You can also add address, phone, email, sales rep, custom fields, and more. Options may include a business card scan or vCard when enabled.
 
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# '''View account details''' — Open an account to see full info: company, address, phones, people, custom fields, notes, appointments, follow-ups, opportunities, event forms, images, and history.
 
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# '''Edit account''' — Update company info, type, address, phones, sales reps, custom fields, and other details, then save.
 
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# '''Call''' — Call the account from the app when a number is available (including Twilio if enabled).
 
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# '''Message / SMS''' — Send a text to the account when messaging is available.
 
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# '''Email''' — Email the account from the Quick Action or More menu.
 
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# '''Appointment''' — Start or end an appointment/check-in for that account while you're visiting.
 
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# '''Add to Route''' — Add the account as a stop on your current route.
 
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# '''Event Forms''' — Fill out custom forms tied to that account (orders, visits, surveys, etc.).
 
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# '''Tasks / Follow-ups''' — Add or edit tasks and follow-ups for the account.
 
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# '''Notes''' — Add and view notes on the account.
 
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# '''Opportunities''' — View or add sales opportunities linked to the account.
 
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# '''People''' — View and manage contacts/people under that company.
 
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# '''Labels''' — Tag accounts with labels for organisation.
 
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# '''Images''' — View or add images for the account.
 
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# '''Directions / Street View''' — Open maps directions or street view when an address/location exists.
 
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# '''Map''' — Plot filtered accounts on a map. Use map tools (including lasso when available) to select accounts and add them to a route or work them on the map.
 
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# '''More menu''' — One place for View/Edit Account, Call, Appointment, Event Forms, Opportunities, People, Tasks, Notes, Labels, Images, Email, Directions, Street View, and other company-enabled options.
 
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<div style="clear: both;"></div>
 

Latest revision as of 09:16, 15 July 2026

Path: Callproof Support > Website > Maps > Accounts

What are Accounts?

Accounts Page
Accounts Menu

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.

Steps

  1. Open the Accounts tab.
  2. Use the search bar to find accounts by company name or other selected search fields.
  3. Open Filters to choose which fields to search, how to sort, account type, custom fields, and All Accounts vs Only My Accounts.
  4. Browse results—each row shows company name, address, distance, last contacted, and related details.
  5. Use quick actions on a row, or open More for the full menu.
  6. Use the map icon to plot accounts, and the add button to create a new account.

Accounts

Features include

Retrieved from "http://docs.callproof.com/index.php?title=Accounts&oldid=1504"