Difference between revisions of "Support Menu"
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=== Steps === | === Steps === | ||
Latest revision as of 12:57, 25 July 2026
Path: Callproof Support - New Website - Support Menu
Contents
Submit Support Request
Screen purpose: Send a support ticket to the CallProof team from inside the app — pick a category, describe the issue, and choose how you want to be contacted.
- Choose a support Category
- Describe your problem or question
- Ask to be contacted by Email, Phone, or Do not contact
- Submit — CallProof emails the request to support
Popup title: Submit Support Request
Address: /support/
Note: This is a popup opened from the Support menu — not a full page. Opening the address directly returns the form for the popup.
Navigation: Support Icon Hover → Submit Support Request
How to open Submit Support Request
- Sign in to CallProof.
- Open the sidebar Support section.
- Click the menu item for Support / Submit Support Request (label may vary by company menu).
- The Submit Support Request popup opens.
Option B — Request VOIP (companies without phone/VOIP enabled)
- If your company does not have CallProof VOIP/texting enabled, the phone-numbers menu may show as Request VOIP.
- Click Request VOIP.
- The same support popup opens with a VOIP-related category pre-selected when available.
Permissions
- You must be signed in.
- Any signed-in user can submit a request.
- Your company name, your name, and (when set) your login email are included so support knows who sent it.
- Company menu permissions control whether the Support item appears in the sidebar.
What you see in the popup
| Field | Required? | Notes |
|---|---|---|
| Category | Yes | Dropdown of support categories (ordered for your company). Examples may include general help, billing, VOIP, etc. |
| Description of Problem or Question | Yes | Free-text box — explain what happened, what you expected, and any error messages. |
| Please Contact Me | Yes | Choose one: Email, Phone, or Do not contact |
| Email (shown when Email is selected) | Yes (if Email) | Pre-filled with your CallProof login email; you can change it |
| Phone Number (shown when Phone is selected) | Yes (if Phone) | Pre-filled with your default phone when available; you can change it |
| Submit | — | Sends the request to CallProof Support |
| X (close) | — | Closes without sending |
Why Submit Support Request matters
| Action | Purpose | When to use it |
|---|---|---|
| Submit a request | Get help from CallProof Support without leaving the app. | Bugs, how-to questions, account issues. |
| Pick a Category | Routes your request to the right support topic. | Always — choose the closest match. |
| Contact by Email / Phone | Tell support how to reach you for follow-up. | When you need a reply or callback. |
| Do not contact | Send details only (for example a heads-up) without asking for a reply. | Rare; most tickets need a contact method. |
| Request VOIP | Ask CallProof to enable/set up phone features for your company. | When the VOIP/phone menu is not available yet. |
Submit a support request
Steps
- Open Submit Support Request from the Support menu.
- Choose a Category from the dropdown.
- In Description of Problem or Question, write a clear summary:
- What you were doing
- What went wrong (or what you need)
- Any exact error text, screen name, or URL
- Under Please Contact Me, select one option:
- Email — then confirm or edit the Email field that appears
- Phone — then confirm or edit the Phone Number field that appears
- Do not contact — no extra field appears
- Click Submit.
- You should see: Support Request Sent Successfully.
- The popup closes after about a second.
Required fields: Category, Description, and a contact choice. If you pick Email or Phone, that contact field is also required — incomplete fields are highlighted before submit.
Contact preferences explained
| Choice | What happens |
|---|---|
| Support sees your preferred email. Reply-To on the ticket uses your CallProof login email so they can reply to you. | |
| Phone | Support sees the phone number you entered (defaults to your profile phone when available). |
| Do not contact | The ticket is still sent; you are not asking for a callback or reply. |
Purpose: Ask CallProof about enabling VOIP / phone features when your company does not already have them.
Address pattern: /support/?voip=1 (opens the same popup with VOIP category selected when that category exists)
Steps
- Click Request VOIP in the menu (shown when VOIP/phone numbers are not enabled for your company).
- Confirm the Category is the VOIP-related option (or select it).
- Describe what you need (for example: enable calling, texting, or a new phone number).
- Choose how you want to be contacted.
- Click Submit.
What CallProof Support receives
Your ticket email to support includes:
- Your company name
- The category you chose
- Your name (from your CallProof profile)
- Your contact preference and details (email or phone, if provided)
- Your description
- A subject line with company, your name, and the date/time
You do not manage a ticket list inside CallProof — follow-up happens by email or phone based on what you selected.
Typical workflow
- Hit a problem (or have a question) while using CallProof.
- Open Support → Submit Support Request.
- Pick the best Category.
- Paste any error text and name the screen (for example “Email Accounts” or “Update Time Zone”).
- Choose Email (keep your login email) or Phone.
- Click Submit and wait for the success message.
- Watch your email (or phone) for a reply from support.
Tips and important notes
- Be specific: screen name, what you clicked, and the exact error message save back-and-forth.
- Prefer Email if you can attach screenshots in your reply later.
- Your profile email and default phone are pre-filled — update them in the form if you want support to use a different number/address for this ticket only.
- Closing the popup with X discards an unsent form.
- This does not change your account settings — it only sends a message to support.
- For account/login issues where you cannot sign in, email support@callproof.com directly.
Need help?
- Form will not submit: fill Category, Description, and a contact choice; if Email/Phone is selected, fill that field too
- Wrong category: pick the closest match — support can re-route the ticket
- No success message: check your connection and try again; if it fails repeatedly, email support@callproof.com
- Did not hear back: confirm the contact email/phone you entered, then follow up with support@callproof.com
- Other issues: email support@callproof.com