Difference between revisions of "Do Not Call (New web)"
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Revision as of 06:46, 27 July 2026
Path: Callproof Support - New Website - Communication Menu - Do Not Call (New web)
Contents
Do Not Call
Screen purpose: Mark phone numbers as Do Not Call (DNC) on your existing accounts — one number at a time, or in bulk from a spreadsheet — and optionally connect your company to the Gryphon Do Not Call system for outbound calling.
- Add a single phone number to the DNC list
- Import many numbers from a file
- Download all account phone numbers (export) to build your list
- Configure Gryphon integration at the company level
- See DNC numbers struck through on the Accounts list
Screen title: Do Not Call
Opens as: Popup modal (not a full page)
Address used to load content: /contacts/do_not_call/
How to open Do Not Call
Option A — Accounts More Actions
- Sign in to CallProof.
- Open Accounts (
/contacts/). - Open More Actions.
- Click Do Not Call.
- Open the main sidebar menu.
- Click Do Not Call (if your menu includes it).
- The popup opens; the address bar may show
/contacts/do_not_call/.
- On screens that include it (Markets, Regions, SMS, Account Types, and similar), open the module menu.
- Click Do Not Call.
Permissions
- You must be signed in.
- Add and Import are available to signed-in users who can open the popup.
- Download Account Phone Numbers appears only if your profile has export permission; the download itself also requires manager access.
- Gryphon Integration saves company-wide settings — typically used by admins or managers.
What you see in the popup
The modal has four sections (top to bottom):
| Section | What it does |
|---|---|
| Export Phone Numbers | Download a CSV of all distinct phone numbers on accounts in your company (export permission required). |
| Add Phone Number to Do Not Call | Type one number and mark matching account phones as DNC. |
| Import Do Not Call List | Upload a spreadsheet of numbers to mark in bulk. |
| Gryphon Integration | Turn Gryphon on/off and enter Access Number, PIN, and Campaign for your company. |
Why Do Not Call matters
| Action | Purpose | When to use it |
|---|---|---|
| Add one number | Flag a single known DNC number quickly. | A contact asked not to be called. |
| Import list | Mark many numbers at once. | You receive an internal or legal DNC file. |
| Export phones first | Get every number in your CRM before matching against an external DNC list. | Bulk compliance cleanup. |
| Gryphon | Route eligible outbound Web calls through Gryphon’s DNC check. | Your company uses Gryphon for telemarketing compliance. |
Export account phone numbers
Purpose: Download all phone numbers stored on your accounts so you can compare them with an external Do Not Call list before importing.
Steps
- Open the Do Not Call popup.
- In Export Phone Numbers, click Download Account Phone Numbers.
- Save the CSV file (column header: phone number).
Good to know
- Shown only when your profile has export permission.
- Requires manager access to complete the download.
- Numbers must already exist on an account in your company — export does not add DNC flags by itself.
Add a single phone to Do Not Call
Steps
- Open the Do Not Call popup.
- In Add Phone Number to Do Not Call, enter the phone number.
- Click Add Do Not Call.
- Wait for the success message: Phone number added to Do Not Call list.
Good to know
- Enter a valid 10-digit US number (with or without formatting).
- CallProof marks existing account phone records that match — it does not create new accounts or phone records.
- If no account in your company has that number, you see: No contact with this phone number found in your account.
- On the Accounts list, DNC numbers appear struck through with a Do Not Call tooltip.
Import a Do Not Call list
Prepare your file
- In the popup, click Download Sample Do Not Call List to get the sample Excel file (
Do_Not_Call_List.xls). - Put one phone number per row in the first column (row 1 can be a header — it is skipped).
- Save as .csv, .xls, or .xlsx.
Upload steps
- Open the Do Not Call popup.
- Under Import Do Not Call List, click Choose file / Upload Do Not Call List.
- Select your file.
- Click Upload.
- When finished, you see: Do not call list imported successfully.
Good to know
- Only numbers that already exist on account phones in your company are updated.
- Numbers are normalized (non-digits removed; leading 1 on 11-digit numbers is dropped; first 10 digits used).
- Empty or invalid rows are skipped.
- Import marks phones as DNC; it does not remove DNC flags from numbers not in the file.
- If the file is empty or unreadable, you get an error asking you to check the format.
Gryphon Integration
Purpose: When enabled, eligible outbound Web (Twilio) calls can be routed through the Gryphon Do Not Call system using your company’s Access Number, PIN, and Campaign.
Steps
- Open the Do Not Call popup.
- Scroll to Gryphon Integration.
- Check Yes under Use Gryphon Do Not Call System.
- Fill in:
- Access Number
- PIN
- Campaign
- Click Update.
- After Gryphon settings saved successfully, the page reloads.
Good to know
- Uncheck Yes to turn Gryphon off for your company.
- Settings apply company-wide, not per user.
- Gryphon is used for certain outbound Web calls when the company flag is on and the phone qualifies (based on account phone activation rules).
- Coordinate Access Number, PIN, and Campaign with your Gryphon administrator.
How DNC appears elsewhere
On the Accounts list
- Phone numbers marked DNC show struck through with tooltip Do Not Call.
- Reps can still see the number but should not call it.
From Text Messages
- If a contact replies STOP to an SMS, CallProof may automatically mark that phone as Do Not Call (and stop SMS to that account).
Removing DNC
- This popup is for adding DNC flags in bulk. To clear DNC on a specific phone, update that phone on the account (or contact your admin) — there is no “remove from list” button in this popup.
Typical workflow
- Open Accounts → More Actions → Do Not Call.
- (Optional) Download Account Phone Numbers if you need a full phone list.
- Match numbers against your DNC source file.
- Import Do Not Call List (or add numbers one at a time).
- Confirm on Accounts that flagged numbers show struck through.
- (Optional) Enable Gryphon Integration if your company uses Gryphon for outbound compliance.
Tips and important notes
- This is a popup, not a standalone page — close it with the X when done.
- DNC only affects phone records already on accounts in your company.
- Import and single-add set
do_not_callto true; they do not delete accounts or phone records. - Use the sample file format to avoid upload errors.
- Export phones and import DNC are separate steps — export downloads numbers; import marks matches as DNC.
- Gryphon is optional and separate from marking numbers in CallProof’s database.
Need help?
- “No contact with this phone number found”: the number is not on any account phone — add it to an account first, or check formatting.
- Import succeeded but nothing changed: numbers in the file may not match any account phones in your company.
- Cannot download phone list: you may need export permission and manager access.
- Gryphon calls not routing: confirm Gryphon is enabled, credentials are correct, and your admin has configured Twilio/Gryphon for your company.
- Other issues: email support@callproof.com