Difference between revisions of "Reporting Phone Calls"

From docs
Jump to: navigation, search
 
(14 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
CallProof offers reporting features for managers to see a reps calls to CallProof clients. In order for these calls to be correctly counted, there are some important things be aware of and remember.  
+
 
 +
CallProof offers reporting features for managers to see a rep's calls to CallProof clients. For these calls to be counted correctly in reports, there are some important things to understand about how call tracking works on different devices.
  
  
 
== What Calls Are Tracked By CallProof? ==
 
== What Calls Are Tracked By CallProof? ==
  
 +
When a rep makes a call, CallProof checks the phone number against all CallProof contacts within their company. If a matching contact is found, the call is identified as a Client Call and is included in CallProof reporting.
  
−
When a rep makes a call, CallProof will check the number against all CallProof contacts within their company.  If matches are found, they are recorded as a Client Call within CallProof. 
+
[[File:App_Calls_Are_Tracked_CallProof.png|200px|center|thumb|CallProof App - Calls Are Tracked By CallProof]]
  
−
In order for a call to recorded, there are some differences between iOS and Android mobile apps.  Below explains the differences.
+
== Making Calls Count Using iPhones ==
  
 +
On iPhones and other iOS devices, users must place calls from within the CallProof app for them to be tracked.
  
 +
To make a tracked call:
 +
* Search for the contact in CallProof.
 +
* Open the contact record.
 +
* Tap Call from the contact menu.
  
−
== Making Calls Count Using iPhones ==
+
Calls placed this way are correctly recorded for reporting purposes.
 +
 
 +
Note: Calls made directly from the native Phone app on iOS are not tracked by CallProof.
  
−
iOS users (iphones, ipads, etc) must make calls from within CallProof. To do this, simply search for the contact you wish call from with CallProof.  Click on the contact and select to Call from the contact's menu.  When calling this way, all calls are properly recorded for reporting purposes.
+
[[File:App_Making_Calls_Count_Using_iPhones.png|200px|center|thumb|CallProof App - Making Calls Count Using iPhones]]
  
  
 
== Making Calls Count Using Android ==
 
== Making Calls Count Using Android ==
  
−
Android users can make calls from within the app or from their normal dial screen. With Android phone, CallProof collects the entire phone log and matches it against CallProof customers. Unknown numbers are thrown out and any correspondence with CallProof customers are recorded for reporting purposes.
+
Android behaviour depends on which version of the CallProof app is installed.
 +
 
 +
 
 +
=== CallProof from Google Play (Standard App) ===
 +
 
 +
Users should place calls from within CallProof:
 +
 
 +
* Search for the contact.
 +
* Open the contact.
 +
* Tap Call.
 +
 
 +
Calls made this way are properly recorded for reporting. Calls made only from the phone dialer are not collected by the standard version of the app.
 +
 
 +
[[File:App_Making_Calls_Count.png|200px|center|thumb|CallProof App - Making Calls Count Using Android]]
 +
 
 +
 
 +
=== CallProof Call Log Version ===
 +
 
 +
The CallProof Call Log version provides enhanced call tracking and is the recommended option for Android users who want automatic client call reporting.
 +
 
 +
With this version, users can make calls either:
 +
 
 +
* From within the CallProof app, or
 +
* From the device's normal Phone/Dialer app.
 +
 
 +
CallProof automatically reads the device's call log, matches phone numbers against CallProof contacts, discards unknown numbers, and records matching client calls for reporting.
 +
 
 +
Call history can sync automatically throughout the day based on sync settings. Calls are also synced after calls made from the app or manually by selecting More > Sync Calls. Logging out will also upload any remaining unsynced calls.
 +
 
 +
Best Practice:
 +
* Keep the Call Log permission enabled.
 +
* Stay signed in during the workday.
 +
* If recent client calls do not appear in reports, use Sync Calls from the More menu.
 +
* Logging out and back in is not required to sync calls, although logging out will still upload any remaining unsynced call history.
  
−
'''With Android phones, it is Best Practice to log out and then log back into CallProof at the end of the day. When logging into the mobile app, the users call log is uploaded and synced properly.  If, by some chance, previous calls were not synced during the day, logging out and logging back in will make sure these are synced with CallProof.
+
[[File:App_With_Call_Log_SynCalls.png|200px|center|thumb|CallProof App - Sync Calls Option (Call Log Version)]]

Latest revision as of 08:14, 30 July 2026

CallProof offers reporting features for managers to see a rep's calls to CallProof clients. For these calls to be counted correctly in reports, there are some important things to understand about how call tracking works on different devices.


What Calls Are Tracked By CallProof?

When a rep makes a call, CallProof checks the phone number against all CallProof contacts within their company. If a matching contact is found, the call is identified as a Client Call and is included in CallProof reporting.

CallProof App - Calls Are Tracked By CallProof

Making Calls Count Using iPhones

On iPhones and other iOS devices, users must place calls from within the CallProof app for them to be tracked.

To make a tracked call:

  • Search for the contact in CallProof.
  • Open the contact record.
  • Tap Call from the contact menu.

Calls placed this way are correctly recorded for reporting purposes.

Note: Calls made directly from the native Phone app on iOS are not tracked by CallProof.

CallProof App - Making Calls Count Using iPhones


Making Calls Count Using Android

Android behaviour depends on which version of the CallProof app is installed.


CallProof from Google Play (Standard App)

Users should place calls from within CallProof:

  • Search for the contact.
  • Open the contact.
  • Tap Call.

Calls made this way are properly recorded for reporting. Calls made only from the phone dialer are not collected by the standard version of the app.

CallProof App - Making Calls Count Using Android


CallProof Call Log Version

The CallProof Call Log version provides enhanced call tracking and is the recommended option for Android users who want automatic client call reporting.

With this version, users can make calls either:

  • From within the CallProof app, or
  • From the device's normal Phone/Dialer app.

CallProof automatically reads the device's call log, matches phone numbers against CallProof contacts, discards unknown numbers, and records matching client calls for reporting.

Call history can sync automatically throughout the day based on sync settings. Calls are also synced after calls made from the app or manually by selecting More > Sync Calls. Logging out will also upload any remaining unsynced calls.

Best Practice:

  • Keep the Call Log permission enabled.
  • Stay signed in during the workday.
  • If recent client calls do not appear in reports, use Sync Calls from the More menu.
  • Logging out and back in is not required to sync calls, although logging out will still upload any remaining unsynced call history.
CallProof App - Sync Calls Option (Call Log Version)
Retrieved from "http://docs.callproof.com/index.php?title=Reporting_Phone_Calls&oldid=4672"