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| | === What is Settings? === | | === What is Settings? === |
| − | | + | [[File:app_settingsscreen.png|200px|thumb|right|Callproof Mobile App Settingspage]] |
| | + | [[File:app_settings2screen.png|200px|thumb|right|Callproof Mobile App Settingspage]] |
| | Settings (also called Profile / More Settings) is where you manage your CallProof account preferences, notifications, calendar sync, AI options, device permissions, support, and logout. | | Settings (also called Profile / More Settings) is where you manage your CallProof account preferences, notifications, calendar sync, AI options, device permissions, support, and logout. |
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| | # In the top-right navigation, tap '''Settings'''. | | # In the top-right navigation, tap '''Settings'''. |
| | # The Settings / Profile screen opens. | | # The Settings / Profile screen opens. |
| − | # Tap any row with a '''[[link]]''' below to open that page, or use a toggle / action on the Settings screen itself. | + | # Tap any row below to open that page, or use a toggle / action on the Settings screen itself. |
| | # Tap '''Back''' to return to Home (or to Settings from a sub-page). | | # Tap '''Back''' to return to Home (or to Settings from a sub-page). |
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| | ---- | | ---- |
| − |
| |
| − | == CallProof Academy ==
| |
| − |
| |
| − | === What is CallProof Academy? ===
| |
| − |
| |
| − | CallProof Academy is a library of training videos that explain how to use CallProof features and sales best practices.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Settings]]''' → '''CallProof Academy'''
| |
| − |
| |
| − | === Using CallProof Academy ===
| |
| − |
| |
| − | # Open Academy from Settings.
| |
| − | # Browse videos by category.
| |
| − | # Tap a video to play it.
| |
| − | # Use '''Show All''' on a category to see the full list when many videos exist.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Video categories''' – Training grouped by topic.
| |
| − | * '''Video player''' – Watch CallProof guidance videos.
| |
| − | * '''Show All''' – Open the full list for a category.
| |
| − | * '''New video badge''' – Settings may show a count when new Academy content is available.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == My Opportunities ==
| |
| − |
| |
| − | === What are My Opportunities? ===
| |
| − |
| |
| − | My Opportunities is your sales pipeline list. View, search, filter, and manage opportunities across accounts.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Settings]]''' → '''My Opportunities'''
| |
| − |
| |
| − | === Using My Opportunities ===
| |
| − |
| |
| − | # Open My Opportunities from Settings.
| |
| − | # Search or filter opportunities as needed.
| |
| − | # Tap an opportunity to view or update details.
| |
| − | # Sort by created date or reverse created date when available.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Opportunity list''' – All opportunities available to you.
| |
| − | * '''Search / filter / sort''' – Find opportunities quickly.
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| − | * '''Opportunity details''' – View company/contact info and opportunity fields.
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| − | * '''Expandable rows''' – See more details without leaving the list.
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| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Home Screen Widgets ==
| |
| − |
| |
| − | === What are Home Screen Widgets? ===
| |
| − |
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| − | Home Screen Widgets controls which dashboard widgets appear on '''[[Mobile Home]]''' and the order they display.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Settings]]''' → '''Home Screen Widgets'''
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| − |
| |
| − | === Using Home Screen Widgets ===
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| − |
| |
| − | # Open Home Screen Widgets from Settings.
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| − | # Drag widgets between '''Include''' (shown on Home) and '''More Charts''' (hidden/available).
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| − | # Reorder included widgets by drag and drop.
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| − | # Turn Recommended Follow-up, Tasks, Business Card, or Business Card Thumbnail on/off when those options are available.
| |
| − | # Changes are saved and applied back to Home.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Include section''' – Widgets currently shown on Home.
| |
| − | * '''More Charts section''' – Additional widgets you can add.
| |
| − | * '''Drag and drop''' – Reorder or move widgets between sections.
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| − | * '''Recommended Follow-up toggle''' – Show/hide follow-up suggestions on Home.
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| − | * '''Task widget toggle''' – Show/hide tasks on Home.
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| − | * '''Business Card / Thumbnail toggles''' – Control business card widgets on Home.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Calendar Sync Info ==
| |
| − |
| |
| − | === What is Calendar Sync? ===
| |
| − |
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| − | Calendar Sync connects CallProof tasks and follow-ups to your external calendars so scheduled work appears where you already plan your day.
| |
| − |
| |
| − | === How to navigate ===
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| − |
| |
| − | '''[[Settings]]''' → '''Calendar Sync Info'''
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| − |
| |
| − | === Using Calendar Sync ===
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| − |
| |
| − | # Open Calendar Sync Info from Settings.
| |
| − | # Connect '''Google Calendar''', '''Microsoft Office 365''', and/or '''iPhone Calendar'''.
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| − | # Choose which calendar to sync when prompted.
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| − | # Turn iPhone calendar sync on/off as needed.
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| − | # Remove a sync connection if you no longer want it linked.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Google Calendar sync''' – OAuth connect and select a Google calendar.
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| − | * '''Microsoft Office 365 sync''' – Connect and sync with Outlook/Office calendar.
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| − | * '''iPhone Calendar sync''' – Push tasks/follow-ups to the device calendar.
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| − | * '''Sync status''' – See which calendars are currently connected from Settings.
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| − |
| |
| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
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| − |
| |
| − | == Notifications ==
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| − |
| |
| − | === What are Notifications? ===
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| − |
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| − | Notifications controls what CallProof alerts you receive for video messages, Academy updates, routes, and device delivery timing.
| |
| − |
| |
| − | === How to navigate ===
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| − |
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| − | '''[[Settings]]''' → '''Notifications'''
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| − |
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| − | === Using Notifications ===
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| − |
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| − | # Open Notifications from Settings.
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| − | # Turn each notification type on or off.
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| − | # Open '''[[Device Notifications]]''' to choose when push alerts are delivered.
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| − | # Return to Settings when finished.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Video Message''' – Alerts for team video messages.
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| − | * '''Video Message Email''' – Email notifications for video messages.
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| − | * '''CallProof Academy''' – Alerts when new Academy content is available.
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| − | * '''Allow Outside Video Message''' – Allow video messages from outside your usual team scope when enabled.
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| − | * '''Allow Routes Notification''' – Alerts related to routes.
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| − | * '''[[Device Notifications]]''' – Choose delivery timing (for example Off, Immediately, Every Hour).
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| − |
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| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
| |
| − |
| |
| − | == Device Notifications ==
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| − |
| |
| − | === What are Device Notifications? ===
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| − |
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| − | Device Notifications sets how often CallProof sends push notifications to your phone.
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| − |
| |
| − | === How to navigate ===
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| − |
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| − | '''[[Settings]]''' → '''[[Notifications]]''' → '''Device Notifications'''
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| − |
| |
| − | === Using Device Notifications ===
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| − |
| |
| − | # Open Device Notifications.
| |
| − | # Select a delivery option from the list.
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| − | # Selection is saved to your app settings.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Delivery options''' – Server-provided choices such as Off, Immediately, or timed intervals.
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| − | * '''Saved preference''' – Your selection applies to future push notifications.
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| − |
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| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == AI Virtual Assistant ==
| |
| − |
| |
| − | === What is AI Virtual Assistant? ===
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| − |
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| − | AI Virtual Assistant lets authorized users customize instructions for CallProof AI assistants (Sales Coach prompts).
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Settings]]''' → '''AI Virtual Assistant'''
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| − | (only shown when AI Virtual Assistant is enabled and assistants are assigned)
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| − |
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| − | === Using AI Virtual Assistant ===
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| − |
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| − | # Open AI Virtual Assistant from Settings.
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| − | # Select an assistant from the dropdown.
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| − | # Enter or edit instructions in the text area.
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| − | # Tap '''Update Changes''' to save.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Assistant selector''' – Choose which AI assistant to configure.
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| − | * '''Instructions / prompt text''' – Customize how the assistant responds.
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| − | * '''Update Changes''' – Save instructions to CallProof.
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| − | * '''Access control''' – If you lack permission, CallProof shows an access restricted message.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
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| − |
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| − | == CallProof Voice Settings ==
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| − |
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| − | === What are CallProof Voice Settings? ===
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| − |
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| − | CallProof Voice Settings manages Twilio voice options such as your voicemail greeting and automatic text replies.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Settings]]''' → '''CallProof Voice Settings'''
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| − | (only shown when Twilio is enabled for your account)
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| − |
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| − | === Using CallProof Voice Settings ===
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| − |
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| − | # Open CallProof Voice Settings from Settings.
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| − | # Tap '''[[Record Voicemail]]''' to record or update your greeting.
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| − | # Tap '''[[Auto Text Reply]]''' to set automatic SMS replies.
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| − | # Return to Settings when finished.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''[[Record Voicemail]]''' – Record a greeting callers hear.
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| − | * '''[[Auto Text Reply]]''' – Configure automatic SMS text replies for voice workflows.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Record Voicemail ==
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| − |
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| − | === What is Record Voicemail? ===
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| − |
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| − | Record Voicemail lets you create or update the greeting used with CallProof / Twilio voice.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Settings]]''' → '''[[CallProof Voice Settings]]''' → '''Record Voicemail'''
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| − |
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| − | === Using Record Voicemail ===
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| − |
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| − | # Open Record Voicemail.
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| − | # Record your greeting with the microphone.
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| − | # Review and save the recording.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Record greeting''' – Capture a new voicemail message.
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| − | * '''Save / update''' – Apply the greeting for future calls.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Auto Text Reply ==
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| − |
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| − | === What is Auto Text Reply? ===
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| − |
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| − | Auto Text Reply configures automatic SMS messages sent as part of CallProof voice / Twilio workflows.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Settings]]''' → '''[[CallProof Voice Settings]]''' → '''Auto Text Reply'''
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| − |
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| − | === Using Auto Text Reply ===
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| − |
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| − | # Open Auto Text Reply.
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| − | # View existing auto-text messages.
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| − | # Add or update the reply text you want CallProof to send automatically.
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| − | # Save changes.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Auto SMS list''' – View configured automatic replies.
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| − | * '''Edit reply text''' – Set the message content used for auto replies.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Device Access Permissions ==
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| − |
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| − | === What are Device Access Permissions? ===
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| − |
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| − | Device Access Permissions shows whether CallProof currently has access to location, camera, microphone, and photos on your phone.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Settings]]''' → '''Device Access Permissions'''
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| − |
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| − | === Using Device Access Permissions ===
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| − |
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| − | # Open Device Access Permissions.
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| − | # Review each permission status.
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| − | # Tap a row to open the iPhone Settings app and change that permission if needed.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Location Access''' – Always / When In Use / Denied status.
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| − | * '''Camera Access''' – Camera permission status.
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| − | * '''Microphone Access''' – Mic permission status.
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| − | * '''Photo Library Access''' – Photos permission status.
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| − | * '''Open iPhone Settings''' – Jump to system settings to grant or revoke access.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Support ==
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| − |
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| − | === What is Support? ===
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| − |
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| − | Support is your help and contact hub inside the app—how-to videos, release notes, issue reporting, terms, and app version info.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Settings]]''' → '''Support'''
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| − |
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| − | === Using Support ===
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| − |
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| − | # Open Support from Settings.
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| − | # Choose a help option such as How To Use, What’s New, or Report an Issue.
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| − | # Review Terms of Service or Build Version as needed.
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| − | # Return to Settings when finished.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''[[How To Use]]''' – Watch a how-to video for CallProof.
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| − | * '''[[What's New?]]''' – Read recent release notes and product updates.
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| − | * '''[[Report an Issue]]''' – Send a support email / issue report to CallProof.
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| − | * '''[[Contact CallProof Support]]''' – Contact support (when logs/support options are enabled).
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| − | * '''Terms of Service''' – Opens CallProof terms in the browser.
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| − | * '''Build Version''' – Shows current app version and build number.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == How To Use ==
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| − |
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| − | === What is How To Use? ===
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| − |
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| − | How To Use plays CallProof’s guided how-to video so new and existing users can learn the app quickly.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Settings]]''' → '''[[Support]]''' → '''How To Use'''
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| − |
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| − | === Using How To Use ===
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| − |
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| − | # Open How To Use.
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| − | # Watch the embedded how-to video.
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| − | # Return to Support when finished.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''How-to video player''' – Web/video player for CallProof usage guidance.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == What's New? ==
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| − |
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| − | === What is What's New? ===
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| − |
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| − | What’s New lists recent CallProof app updates, fixes, and feature highlights.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Settings]]''' → '''[[Support]]''' → '''What's New?'''
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| − |
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| − | === Using What's New? ===
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| − |
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| − | # Open What’s New.
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| − | # Browse release note entries.
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| − | # Expand an item to read more detail when available.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Release notes list''' – Changelog entries from CallProof.
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| − | * '''Expandable details''' – Open an entry for full update text.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Report an Issue ==
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| − |
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| − | === What is Report an Issue? ===
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| − |
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| − | Report an Issue lets you email CallProof support about a problem you are experiencing in the app.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Settings]]''' → '''[[Support]]''' → '''Report an Issue'''
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| − |
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| − | === Using Report an Issue ===
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| − |
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| − | # Open Report an Issue.
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| − | # Enter a subject and message describing the problem.
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| − | # Send the report to CallProof support.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Subject and message''' – Describe the issue clearly.
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| − | * '''Send to support''' – Delivers your report to CallProof.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
| |
| − |
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| − | == Contact CallProof Support ==
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| − |
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| − | === What is Contact CallProof Support? ===
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| − |
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| − | Contact CallProof Support is a direct message form to reach CallProof support (shown when this option is enabled for your build/settings).
| |
| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Settings]]''' → '''[[Support]]''' → '''Contact CallProof Support'''
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| − |
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| − | === Using Contact CallProof Support ===
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| − |
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| − | # Open Contact CallProof Support.
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| − | # Enter your message.
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| − | # Send to CallProof.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Support email form''' – Write and send a message to CallProof support.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Delete Account ==
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| − |
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| − | === What is Delete Account? ===
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| − |
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| − | Delete Account permanently removes your CallProof user account. This cannot be undone.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Settings]]''' → '''Delete Account'''
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| − |
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| − | === Using Delete Account ===
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| − |
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| − | # Tap Delete Account in Settings.
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| − | # Read the warning carefully.
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| − | # Type '''DELETE MY ACCOUNT''' exactly to unlock confirmation.
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| − | # Tap Confirm to delete, or Cancel to keep your account.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Confirmation phrase''' – Must type DELETE MY ACCOUNT to proceed.
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| − | * '''Permanent deletion''' – Removes account access and local data, then returns to the login/initial screen.
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| − | * '''Cancel''' – Closes the popup without deleting.
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| − |
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| − | <div style="clear: both;"></div>
| |
