Companies (New web)

Path: Callproof Support - New Website - Accounts (New web) - Companies (New web)

Account Companies

Screen purpose: Browse and manage company names that group your Accounts — search companies, rename them, add a new company, jump into accounts, and run common account actions from one list.

Account Companies

• Browse companies and their linked accounts
• Search, sort, and limit results
• Add a company name (then finish the account)
• Rename a company
• Open / edit the related account
• Add contacts, phones, tasks, opportunities, event forms
• Call from listed phones (when calling is enabled)
• Build a route from mapped accounts
• Export a Companies report

Screen title: Account Companies

Browser title: CallProof :: Account Companies

Menu label: Companies (on many Quick Links menus)

Address: /contact_companies/

How this differs from Accounts

Screen	Address	What it is
Account Companies (this page)	/contact_companies/	Company-name list (parent company records) with linked account details and actions
Accounts	/contacts/	Full account/contact list and filters
Add Account	/contacts/add_new_account/	Create a full account in one flow

Think of Companies as the company name layer, and Accounts as the full account records under those names.

How to open Account Companies

Option A — Quick Links

1. Sign in to CallProof.
2. From Accounts or a related screen, open Quick Links.
3. Click Companies.

Option B — Direct address

1. Go to your CallProof site and add /contact_companies/.
2. Press Enter.

Option C — From this page’s Quick Links

1. On Account Companies, Quick Links also includes Account, Call History, Autotext, Add Account, Import, Export Accounts, Do Not Call, and Labels.

Permissions

• You must be signed in.
• The list respects your contact visibility (assigned accounts / unassigned leads / radius settings).
• Delete appears for managers or users with delete-contacts permission.
• Calling buttons appear only when your company has those calling options enabled.

What you see

Header

• Account Companies title
• Add Company
• Quick Links
• Filter

Table columns

Column	What it shows
(photo)	Account image / type icon / initials — links to account edit
Name	Company name (click to rename)
Address	Full address, lat/long (if present), Last Contacted, people (Contacts), Sales Reps
Phone	Up to several phones with call actions; Show More when there are more than three
Type	Account type
Actions	Event forms, Add Task, Add Opportunity, Edit, Delete, Route, Add Contacts, Rename company, Add Phone

Empty list: No account company found

Footer / extras

• Pagination
• Export Companies Report (when the list has rows)
• Save Route (when you add mapped accounts to a route)

Why Account Companies matters

Action	Purpose	When to use it
Add Company	Create a company name, then finish the account.	New customer organization.
Rename company	Correct spelling or rebrand without rebuilding the account.	Data cleanup.
Filter / search	Find a company by name, city, state, ZIP, etc.	Daily lookup.
Account actions	Work the linked account from the company list.	Fast follow-up without switching screens first.
Export Companies Report	Email a companies export file.	Reporting and backups.

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Filter companies

Filter Companies

Steps

1. Click the Filter button (panel title: Filter Companies).
2. Set any of:

Field	Notes
Search	Free text — example hint: ABC Corp, TN, 37080, Nashville
Company	Pick from the company name list
Sort	Alphabetical · Rev Alphabetical · Date Added · Rev Date Added
Max Result	50 · 100 · 1000 · 5000 · 10000

1. Apply / Search to refresh the list.
2. Clear to reset filters.

Add Company

Add Company popup

Popup title: Add Company Address: /contact_companies/new/

Steps

1. Click Add Company (or Quick Links → Add Company on other screens).
2. Enter Company Name (max 64 characters in the popup field).
3. Click Save.
4. Success: Contact company added successfully.
5. CallProof opens the new-account flow: /contacts/new/<company_id>/ so you can finish account details.

Good to know

• Adding a company name alone is only the first step — complete the account form next.
• To add a full account another way: Quick Links → Add Account.

Rename a company

Update Company

Popup title: Update Company

Steps

1. Click the company Name, or the company-name edit icon in Actions.
2. Change Company Name.
3. Click Save.
4. Success: Contact company updated successfully.
5. You are redirected to the related account edit page (or company edit if no account is linked yet).

Work with the linked account (row actions)

Company row actions

Action	What it does
Photo / Edit	Open account edit (/contacts/edit/<id>/)
Location / lat-long	Open the account when coordinates exist
Phone link	Open that account’s phones (/contact_phones/<id>/)
Call icons	Green: call mobile first · Computer soft call · Carrier/client call (when enabled)
Event Form list	Start an available event form for the account
Add Task	Create a task for the account
Add Opportunity	Create an opportunity for the account
Delete	Delete the linked account (permission required)
Add / Remove Route	Include the account in a route (needs lat/long)
Add Contacts	Add a person under the account
Add Phone	Add a phone to the account
Show More / Show Less	Expand or collapse extra phone numbers

Delete

1. Click trash (if shown).
2. Confirm.
3. Success typically: account deleted message.
4. Without permission, delete is blocked.

Save a route

Steps

1. On rows with map coordinates, click Add Route (map icon).
2. The icon switches to remove-route; the route counter updates.
3. Click Save Route at the bottom of the list area.
4. Follow the save-route prompts to name/store the route.
5. Use gray map (no lat/long) rows only after the account has a valid location.

Export Companies Report

Export Companies

Popup title: Export Companies Address: /contact_companies/export/

Steps

1. With results on the list, click Export Companies Report (near pagination).
2. Read the schedule message — the report runs in the background and is emailed to you.
3. Optionally check Include All Contact Details and Custom Fields.
4. Create / schedule the export.
5. Success: A new export has been scheduled successfully (or similar).
6. When finished, open the emailed file or your Exports page.

If an export is already running

• CallProof may say an export is already in process — wait until it finishes, then try again.
• Completed exports can also be opened from Exports.

Typical workflow

1. Open /contact_companies/.
2. Filter or search for the company.
3. Click the name to rename, or Edit to open the account.
4. Use Add Task / Opportunity / Phone / Contacts as needed.
5. Optionally add mapped accounts to a route and Save Route.
6. For bulk reporting, run Export Companies Report.

Tips and important notes

• Menu often says Companies; the page heading is Account Companies.
• Company name and Account are related but not identical screens — use Accounts for deeper filters and account-centric work.
• Add Company creates the company record, then sends you to finish the account.
• Sales Reps show All, named reps, or None (in red when none).
• Last Contacted shows a relative time or Never.
• Calling icons depend on company Twilio / caller settings.
• Export is emailed and may take time on large lists.

Need help?

• No account company found: clear filters or add a company / account
• Add Company succeeded but account incomplete: finish the form at /contacts/new/…
• Cannot delete: ask a manager or user with delete-contacts permission
• Map/route grayed out: set latitude/longitude on the account first
• Export not arriving: check spam, Exports page, and whether another export is still running
• Other issues: email support@callproof.com