Difference between revisions of "Event Form Entries"

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Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Dashboard]] - [[Event Form Entries]]
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Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Event Form Entries]]
  
  
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== What are Event Form Entries? ==
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== Event Form Entries ==
 +
Event Form Entries are completed or in-progress event forms submitted for accounts. Use this page to search entries, review submitted information, edit or delete entries, update completion status, print entry details, and export results for reporting.
 +
[[File:EventFormEntriesIndex.png|250px|thumb|right|Event Form Entries View]]
  
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Event Form Entries are all Events Forms that have been submitted in Callproof.
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'''Navigation:''' '''Dashboard''' → '''Event Form Entries'''
  
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A search area allows managers to pull specific event forms.  Search options are below.
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'''Note:''' In some companies, this menu appears as '''Dashboard & Reports''' → '''Event Form Entries'''.
  
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* '''Event Form''' - Select the needed Event Form
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# Log in to your CallProof account.
 +
# From the main navigation bar, hover over '''Dashboard'''.
 +
# Select '''Event Form Entries'''.
 +
# The '''Event Form Entries''' page opens.
 +
# The page displays submitted event forms with information such as:
 +
## '''Event Form''' name
 +
## '''Account'''
 +
## '''Created By'''
 +
## '''Created Date'''
 +
## '''Distance'''
 +
## '''Points'''
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## '''Completed Date'''
 +
## '''Completed''' status
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# Click the '''Expand''' (arrow) icon to view the complete entry details.
 +
<div style="clear:both;"></div>
  
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* '''Sort''' - Date Added will start with oldest first.  Rev Date Added will list the most recent forms first.
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== Search and Filter Entries ==
  
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* '''Type''' - Select this to narrow down your search by Contact Type.  Only forms with a contact type that matches will be included.
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Narrow the entries list by form, user, market, dates, account type, completed status, or keyword so you can quickly find the records you need[[File:EventFormEntriesSearch.png|250px|thumb|right|Event Form Entries Search]]
  
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* '''Rep''' - Select a specific rep.
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# Open '''Event Form Entries'''.
 +
# Configure one or more search filters:
 +
## '''Event Form'''
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## '''User''' (Managers and Market Managers)
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## '''Show Inactive Users'''
 +
## '''Markets'''
 +
## '''Start Date''' / '''End Date'''
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## '''Start Completed Date''' / '''End Completed Date'''
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## '''Type'''
 +
## '''Sort'''
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## '''Completed''' (Completed, Not Completed, or Both)
 +
## '''Keyword'''
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# Click '''Search'''.
 +
# The matching event form entries are displayed.
 +
# Use the page navigation controls to move between result pages.
 +
<div style="clear:both;"></div>
  
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* '''Start Date''' - Select start date for pulling a date range.
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== Add Event Form Entry ==
 +
Capture structured visit/activity data for an account by completing an event form, so your team has a consistent record of what happened in the field.
 +
<div style="float:right; margin:0 0 1em 1em;">
  
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* '''End Date''' - Select an end date for pulling a date range.  
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{| style="border:0;"
 +
| [[File:EventFormEntriesAdd.png|250px|thumb|right|Add Event Form Entries]]
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| [[File:EventFormEntriesAddView.png|250px|thumb|Add Stage]]
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|}
  
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</div>
  
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Click the arrow left of the Event Form name to expand and see data submitted.
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'''Note:''' Event Form Entries are created from an account rather than from the Event Form Entries page.
  
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# From the main navigation bar, hover over '''People'''.
 +
# Select '''Contacts'''.
 +
# Open the account where you want to submit the event form.
 +
# Click the '''Event Forms''' tab.
 +
# Click '''Add Event Form'''.
 +
# Select the event form to complete.
 +
# The event form entry page opens.
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# Complete the required fields.
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# Click '''Save'''.
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# The entry is saved and appears under '''Event Form Entries'''.
 +
<div style="clear:both;"></div>
  
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Click the notepad on the right side of the record to edit the Event Form data.  
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== Edit Event Form Entry ==
 +
Correct or update a submitted event form so the account history stays accurate after a visit or follow-up.
 +
<div style="float:right; margin:0 0 1em 1em;">
  
 +
{| style="border:0;"
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| [[File:EventFormEntriesEdit.png|250px|thumb|right|Click the Add Stage (plus) icon]]
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| [[File:EventFormEntriesEditView.png|250px|thumb|Edit Event Form Entries]]
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|}
  
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Click on the contact company or contact name to update the contact.
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</div>
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# Open '''Dashboard''' → '''Event Form Entries'''.
 +
# Search for the entry you want to edit.
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# Click the '''Edit''' (pencil) icon.
 +
# Alternatively, open the related account and edit the entry from the '''Event Forms''' tab.
 +
# The '''Edit Event Form Entry''' page opens.
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# Update the required fields.
 +
# Click '''Save'''.
 +
# The updated information is saved and displayed in the entry list.
 +
<div style="clear:both;"></div>
 +
 
 +
 
 +
== Delete Event Form Entry ==
 +
Remove an incorrect or unwanted event form submission from an account and from the Event Form Entries list.
 +
[[File:EventFormEntriesDelete.png|250px|thumb|right|Event Form Entries Delete]]
 +
# Open '''Dashboard''' → '''Event Form Entries'''.
 +
# Locate the entry you want to delete.
 +
# Click the '''Delete''' (red X) icon.
 +
# Alternatively, delete the entry from the account's '''Event Forms''' tab.
 +
# Confirm the deletion.
 +
# The entry is permanently removed from the account and the '''Event Form Entries''' list.
 +
<div style="clear:both;"></div>
 +
 
 +
== Export Event Form Entries ==
 +
Download filtered event form results as a report file for offline review, sharing, or reporting outside CallProof.
 +
[[File:EventFormEntriesExport.png|250px|thumb|right|Schedule Event Form Entries Export]]
 +
# Open '''Dashboard''' → '''Event Form Entries'''.
 +
# Select an '''Event Form''' in the search filters.
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# Apply any additional filters as needed.
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# Click '''Search'''.
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# Click '''Export Event Forms Report'''.
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# The '''Export Event Forms''' page opens.
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# Click '''Export Event Forms'''.
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# Confirm the export if prompted.
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# The report is generated in the background.
 +
# When processing is complete, an email containing the download link is sent to you.
 +
# You can also access completed exports from your user '''Exports''' list.
 +
<div style="clear:both;"></div>
 +
 
 +
== Additional Actions ==
 +
 
 +
From the '''Event Form Entries''' page, you can also:
 +
 
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* Click the '''Completed / Not Completed''' icon to change the completion status.
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* Click the '''Print''' icon to generate a PDF version of the event form entry.
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* Click the '''Account''' name to open the related account.
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* Click the '''Expand''' icon to view all submitted field values.
 +
 
 +
== Notes ==
 +
 
 +
* Export is available only to users with export permission.
 +
* An '''Event Form''' must be selected before the '''Export Event Forms Report''' option becomes available.
 +
* For recurring exports, use '''Schedule Event Form Entries Export'''.
 +
* Managers and Market Managers can search entries across multiple users and markets.

Latest revision as of 07:04, 15 July 2026

Path: Callproof Support - Website - Dashboard - Event Form Entries


Event Form Entries

Event Form Entries are completed or in-progress event forms submitted for accounts. Use this page to search entries, review submitted information, edit or delete entries, update completion status, print entry details, and export results for reporting.

Event Form Entries View

Navigation: Dashboard → Event Form Entries

Note: In some companies, this menu appears as Dashboard & Reports → Event Form Entries.

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Dashboard.
  3. Select Event Form Entries.
  4. The Event Form Entries page opens.
  5. The page displays submitted event forms with information such as:
    1. Event Form name
    2. Account
    3. Created By
    4. Created Date
    5. Distance
    6. Points
    7. Completed Date
    8. Completed status
  6. Click the Expand (arrow) icon to view the complete entry details.

Search and Filter Entries

Narrow the entries list by form, user, market, dates, account type, completed status, or keyword so you can quickly find the records you need

Event Form Entries Search
  1. Open Event Form Entries.
  2. Configure one or more search filters:
    1. Event Form
    2. User (Managers and Market Managers)
    3. Show Inactive Users
    4. Markets
    5. Start Date / End Date
    6. Start Completed Date / End Completed Date
    7. Type
    8. Sort
    9. Completed (Completed, Not Completed, or Both)
    10. Keyword
  3. Click Search.
  4. The matching event form entries are displayed.
  5. Use the page navigation controls to move between result pages.

Add Event Form Entry

Capture structured visit/activity data for an account by completing an event form, so your team has a consistent record of what happened in the field.

Add Event Form Entries
Add Stage

Note: Event Form Entries are created from an account rather than from the Event Form Entries page.

  1. From the main navigation bar, hover over People.
  2. Select Contacts.
  3. Open the account where you want to submit the event form.
  4. Click the Event Forms tab.
  5. Click Add Event Form.
  6. Select the event form to complete.
  7. The event form entry page opens.
  8. Complete the required fields.
  9. Click Save.
  10. The entry is saved and appears under Event Form Entries.

Edit Event Form Entry

Correct or update a submitted event form so the account history stays accurate after a visit or follow-up.

Click the Add Stage (plus) icon
Edit Event Form Entries
  1. Open Dashboard → Event Form Entries.
  2. Search for the entry you want to edit.
  3. Click the Edit (pencil) icon.
  4. Alternatively, open the related account and edit the entry from the Event Forms tab.
  5. The Edit Event Form Entry page opens.
  6. Update the required fields.
  7. Click Save.
  8. The updated information is saved and displayed in the entry list.


Delete Event Form Entry

Remove an incorrect or unwanted event form submission from an account and from the Event Form Entries list.

Event Form Entries Delete
  1. Open Dashboard → Event Form Entries.
  2. Locate the entry you want to delete.
  3. Click the Delete (red X) icon.
  4. Alternatively, delete the entry from the account's Event Forms tab.
  5. Confirm the deletion.
  6. The entry is permanently removed from the account and the Event Form Entries list.

Export Event Form Entries

Download filtered event form results as a report file for offline review, sharing, or reporting outside CallProof.

Schedule Event Form Entries Export
  1. Open Dashboard → Event Form Entries.
  2. Select an Event Form in the search filters.
  3. Apply any additional filters as needed.
  4. Click Search.
  5. Click Export Event Forms Report.
  6. The Export Event Forms page opens.
  7. Click Export Event Forms.
  8. Confirm the export if prompted.
  9. The report is generated in the background.
  10. When processing is complete, an email containing the download link is sent to you.
  11. You can also access completed exports from your user Exports list.

Additional Actions

From the Event Form Entries page, you can also:

  • Click the Completed / Not Completed icon to change the completion status.
  • Click the Print icon to generate a PDF version of the event form entry.
  • Click the Account name to open the related account.
  • Click the Expand icon to view all submitted field values.

Notes

  • Export is available only to users with export permission.
  • An Event Form must be selected before the Export Event Forms Report option becomes available.
  • For recurring exports, use Schedule Event Form Entries Export.
  • Managers and Market Managers can search entries across multiple users and markets.
Retrieved from "http://docs.callproof.com/index.php?title=Event_Form_Entries&oldid=1369"