Difference between revisions of "Set Time Zone (New Web)"
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| − | Path: [[Callproof Support]] - [[New Website]] - [[Personnel_Settings_Menu]] - [[ | + | Path: [[Callproof Support]] - [[New Website]] - [[Personnel_Settings_Menu]] - [[Set Time Zone (New Web)]] |
= Update Time Zone = | = Update Time Zone = | ||
'''Screen purpose:''' Set the time zone CallProof uses for '''your''' dates and times (appointments, tasks, reports, activity stamps, and filters). | '''Screen purpose:''' Set the time zone CallProof uses for '''your''' dates and times (appointments, tasks, reports, activity stamps, and filters). | ||
| + | <div style="float:right; margin:0 0 1em 1em;"> | ||
| + | {| style="border:0;" | ||
| + | | [[File:UpdateTimeZone.png|350px|thumb|Click the Set Time Zone]] | ||
| + | | [[File:UpdateTimeZoneView.png|350px|thumb|right|Update Time Zone popup]] | ||
| + | |} | ||
| + | |||
| + | </div> | ||
* Choose your time zone from a full world list (with UTC offset) | * Choose your time zone from a full world list (with UTC offset) | ||
* Optionally turn off auto-detect so CallProof keeps the zone you pick | * Optionally turn off auto-detect so CallProof keeps the zone you pick | ||
| Line 17: | Line 24: | ||
'''Navigation:''' '''Personal Icon Hover''' → '''Set Time Zone''' | '''Navigation:''' '''Personal Icon Hover''' → '''Set Time Zone''' | ||
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<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
| Line 79: | Line 84: | ||
| You want CallProof to match wherever you currently are. | | You want CallProof to match wherever you currently are. | ||
|} | |} | ||
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= Change your time zone = | = Change your time zone = | ||
| − | [[File: | + | [[File:UpdateTimeZoneView.png|350px|thumb|right|Select Time Zone]] |
=== Steps === | === Steps === | ||
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'''If you leave Time Zone blank:''' CallProof shows an error that the Time Zone field is required and does not save. | '''If you leave Time Zone blank:''' CallProof shows an error that the Time Zone field is required and does not save. | ||
<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
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= Use “Do Not Auto-Detect Time Zone” = | = Use “Do Not Auto-Detect Time Zone” = | ||
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'''Purpose:''' Control whether CallProof can change your zone automatically from your device/browser. | '''Purpose:''' Control whether CallProof can change your zone automatically from your device/browser. | ||
| Line 122: | Line 121: | ||
# CallProof may follow your device/browser zone when auto-detect runs (for example on some signup/profile flows). | # CallProof may follow your device/browser zone when auto-detect runs (for example on some signup/profile flows). | ||
<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
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= What changes after you update = | = What changes after you update = | ||
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'''Default if none is set:''' CallProof falls back to a US Central-style default (commonly '''America/Chicago''' / Mountain fallback in profile helpers). Set your real zone as soon as you start using CallProof. | '''Default if none is set:''' CallProof falls back to a US Central-style default (commonly '''America/Chicago''' / Mountain fallback in profile helpers). Set your real zone as soon as you start using CallProof. | ||
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= Typical workflow = | = Typical workflow = | ||
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# Click '''Update Timezone'''. | # Click '''Update Timezone'''. | ||
# Spot-check today’s appointments and tasks — times should match your local clock. | # Spot-check today’s appointments and tasks — times should match your local clock. | ||
| − | |||
| − | |||
= Tips and important notes = | = Tips and important notes = | ||
Latest revision as of 12:06, 25 July 2026
Path: Callproof Support - New Website - Personnel_Settings_Menu - Set Time Zone (New Web)
Contents
Update Time Zone
Screen purpose: Set the time zone CallProof uses for your dates and times (appointments, tasks, reports, activity stamps, and filters).
- Choose your time zone from a full world list (with UTC offset)
- Optionally turn off auto-detect so CallProof keeps the zone you pick
- Apply the change immediately for your signed-in session
Popup title: Update Time Zone
Address: /timezone/
Note: This is a popup opened from the menu — not a full page. Opening the address directly returns data for the popup; use the menu to open it.
Navigation: Personal Icon Hover → Set Time Zone
How to open Update Time Zone
- Sign in to CallProof.
- Open the menu item for Time Zone / Update Time Zone (label may vary by company menu).
- The Update Time Zone popup opens on top of the current screen.
- Stay on your current page (dashboard, accounts, mail, etc.).
- Click the Time Zone menu item.
- The popup opens without leaving that page.
Permissions
- You must be signed in.
- This setting applies to your user profile only — it does not change other users’ time zones.
- Company menu permissions control whether the Time Zone item appears in the sidebar.
What you see in the popup
| Control | Purpose |
|---|---|
| Time Zone (dropdown) | Your current zone, shown as a name plus UTC offset — for example America/Chicago (UTC -06:00). Search/scroll the list to pick another.
|
| Do Not Auto-Detect Time Zone (checkbox) | When checked, CallProof keeps the zone you selected and does not auto-change it from your device/browser. When unchecked, CallProof may auto-detect your zone. |
| Update Timezone | Saves the choice and closes the popup on success. |
| X (close) | Closes without saving. |
Why Time Zone matters
| Action | Purpose | When to use it |
|---|---|---|
| Set your time zone | Makes appointments, tasks, events, and reports show at the correct local time for you. | First login, travel, or move to a new city. |
| Turn on Do Not Auto-Detect | Locks the zone you chose so it does not flip when you use a laptop/phone set to another zone. | You work across regions but want one fixed CallProof zone. |
| Turn off Do Not Auto-Detect | Lets CallProof follow your device/browser zone when auto-detect is used. | You want CallProof to match wherever you currently are. |
Change your time zone
Steps
- Open Update Time Zone from the menu.
- Click the Time Zone dropdown.
- Type part of a city/region name (for example “Chicago”, “New_York”, “Denver”) or scroll the list.
- Select the matching zone. Labels include the UTC offset so you can confirm daylight-saving vs standard time.
- Optionally tick or untick Do Not Auto-Detect Time Zone.
- Click Update Timezone.
- You should see a success message: Time Zone updated successfully.
- The popup closes. Dates and times on CallProof now use your new zone.
If you leave Time Zone blank: CallProof shows an error that the Time Zone field is required and does not save.
Use “Do Not Auto-Detect Time Zone”
Purpose: Control whether CallProof can change your zone automatically from your device/browser.
Keep a fixed zone (recommended for most users)
- Open Update Time Zone.
- Choose the correct Time Zone.
- Tick Do Not Auto-Detect Time Zone.
- Click Update Timezone.
Allow auto-detect
- Open Update Time Zone.
- Untick Do Not Auto-Detect Time Zone.
- Click Update Timezone.
- CallProof may follow your device/browser zone when auto-detect runs (for example on some signup/profile flows).
What changes after you update
Your time zone affects how you see:
- Appointment start/end times
- Task due times
- Event / check-in timestamps
- Notes and recent activity times
- Date filters and report date ranges shown in local time
- Mail / productivity report timing relative to your day
It does not:
- Change other users’ time zones
- Change the company’s billing or account settings
- Delete or move appointments — only how times are displayed/interpreted for you
Default if none is set: CallProof falls back to a US Central-style default (commonly America/Chicago / Mountain fallback in profile helpers). Set your real zone as soon as you start using CallProof.
Typical workflow
- After first login, open Update Time Zone.
- Pick your home office zone (for example
America/Chicago,America/New_York,America/Los_Angeles). - Tick Do Not Auto-Detect Time Zone so travel or a shared computer does not silently change it.
- Click Update Timezone.
- Spot-check today’s appointments and tasks — times should match your local clock.
Tips and important notes
- Prefer a city/region zone (for example
America/Denver) over a fixed UTC offset — city zones handle daylight saving automatically. - Check the UTC offset in the label if two zones look similar.
- If appointments look one hour off, update the time zone (or daylight saving) before editing the appointment itself.
- This popup does not navigate away from your current page — finish your other work after closing it.
- Managers setting up new reps should still have each rep set their own time zone (this screen only edits the signed-in user).
Need help?
- Popup does not open: confirm you are signed in and that Time Zone appears in your company menu
- “TimeZone field is required”: select a zone from the list before clicking Update
- “Invalid timezone selected”: pick a zone from the dropdown list (do not type a custom value)
- Times still look wrong after update: refresh the page, confirm Do Not Auto-Detect matches what you want, then re-check an appointment
- Other issues: email support@callproof.com