|
|
| (3 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| − | Path: [[Callproof Support]] > [[Mobile App]] > [[Calendar Setup]]
| + | |
| | | | |
| | [[File:app_calendarsigninscreen.png|100px|thumb|right|CallProof Mobile App Calendar Setup]] | | [[File:app_calendarsigninscreen.png|100px|thumb|right|CallProof Mobile App Calendar Setup]] |
| − | [[File:app_googleflowscreen.png|100px|thumb|right|CallProof Mobile App Google Sign-in]] | + | [[File:app_googlesigninin.png|100px|thumb|right|Callproof Mobile App Google signin Page]] |
| | [[File:app_googleAccessscreen.png|100px|thumb|right|CallProof Mobile App Google Access]] | | [[File:app_googleAccessscreen.png|100px|thumb|right|CallProof Mobile App Google Access]] |
| | [[File:app_Calendarscreen.png|100px|thumb|right|CallProof Mobile App Calendar Page]] | | [[File:app_Calendarscreen.png|100px|thumb|right|CallProof Mobile App Calendar Page]] |
| Line 51: |
Line 51: |
| | | | |
| | ---- | | ---- |
| − |
| |
| − | == Calendar Sync Info (Settings) ==
| |
| − |
| |
| − | === What is Calendar Sync Info? ===
| |
| − |
| |
| − | Calendar Sync Info is the Settings row that opens '''Calendar Setup''' and shows whether calendars are connected (for example Google, Office365, Apple).
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Mobile Home]]''' → '''[[Settings]]''' → '''Calendar Sync Info'''
| |
| − |
| |
| − | === Using Calendar Sync Info ===
| |
| − |
| |
| − | # Open Settings.
| |
| − | # Find '''Calendar Sync Info'''.
| |
| − | # Check the status text (for example Google, Office365, or Off).
| |
| − | # Tap the row to open Calendar Setup.
| |
| − | # Link or remove calendars as needed.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Settings entry point''' – Opens Calendar Setup.
| |
| − | * '''Status display''' – Shows connected calendar type(s).
| |
| − | * '''Per-user setup''' – Each user configures their own sync.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Google Calendar sync ==
| |
| − |
| |
| − | === What is Google Calendar sync? ===
| |
| − |
| |
| − | Google Calendar sync links your Google account so CallProof can send Tasks/Follow-ups to a selected Google calendar.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Settings]]''' → '''Calendar Sync Info''' → '''Calendar Setup''' → '''Google Calendar'''
| |
| − |
| |
| − | === Using Google Calendar sync ===
| |
| − |
| |
| − | # Open Calendar Setup.
| |
| − | # Under '''Google Calendar''', tap '''Sync Task with Google Calendar'''.
| |
| − | # Sign in with Google and grant access (OAuth; credentials stay with Google).
| |
| − | # Return to Calendar Setup.
| |
| − | # When linked, choose a calendar from the list ('''Please choose Calendar''').
| |
| − | # Create/edit a task and use '''Add to Google Calendar''' when shown.
| |
| − | # To disconnect, use delete/unlink and confirm.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Sync Task with Google Calendar''' – Link button on Calendar Setup.
| |
| − | * '''Google OAuth sign-in''' – Secure Google login for calendar access.
| |
| − | * '''Enabled state''' – Shows when Google is linked.
| |
| − | * '''[[Select calendar]]''' – Choose which Google calendar receives tasks.
| |
| − | * '''None option''' – Can clear selection with “None.”
| |
| − | * '''[[Remove calendar sync]]''' – Delete Google connection.
| |
| − | * '''Task checkbox''' – “Add to Google Calendar” on Add/Edit Task when enabled.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Microsoft Office Calendar sync ==
| |
| − |
| |
| − | === What is Microsoft Office Calendar sync? ===
| |
| − |
| |
| − | Microsoft Office365 Calendar sync links your Microsoft account so CallProof can send Tasks/Follow-ups to a selected Office calendar.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Settings]]''' → '''Calendar Sync Info''' → '''Calendar Setup''' → '''Microsoft Office365 Calendar'''
| |
| − |
| |
| − | === Using Microsoft Office Calendar sync ===
| |
| − |
| |
| − | # Open Calendar Setup.
| |
| − | # Under '''Microsoft Office365 Calendar''', tap '''Sync Task with Office Calendar'''.
| |
| − | # Sign in with Microsoft and authorize CallProof.
| |
| − | # Return to Calendar Setup.
| |
| − | # Select the Office calendar to use.
| |
| − | # Create/edit a task and use '''Add to Office Calendar''' when shown.
| |
| − | # To disconnect, delete/unlink and confirm.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Sync Task with Office Calendar''' – Link button on Calendar Setup.
| |
| − | * '''Microsoft OAuth sign-in''' – Secure Office365 login.
| |
| − | * '''Enabled state''' – Shows when Office is linked.
| |
| − | * '''[[Select calendar]]''' – Choose which Office calendar receives tasks.
| |
| − | * '''None option''' – Can clear selection with “None.”
| |
| − | * '''[[Remove calendar sync]]''' – Delete Office connection.
| |
| − | * '''Task checkbox''' – “Add to Office Calendar” on Add/Edit Task when enabled.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == iPhone Calendar sync ==
| |
| − |
| |
| − | === What is iPhone Calendar sync? ===
| |
| − |
| |
| − | iPhone Calendar sync sends CallProof Tasks/Follow-ups to the device’s built-in Calendar app when the toggle is on.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Settings]]''' → '''Calendar Sync Info''' → '''Calendar Setup''' → '''Sync Task on iPhone Calendar'''
| |
| − |
| |
| − | === Using iPhone Calendar sync ===
| |
| − |
| |
| − | # Open Calendar Setup.
| |
| − | # Find '''Sync Task on iPhone Calendar'''.
| |
| − | # Turn the switch '''On'''.
| |
| − | # Allow Calendar permission if prompted.
| |
| − | # Create or edit a task/follow-up — CallProof can save it to the iPhone calendar.
| |
| − | # When a task is deleted, the related iPhone calendar event can also be removed.
| |
| − | # Turn the switch '''Off''' to stop device calendar sync.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''On/off switch''' – Enable or disable iPhone calendar sync.
| |
| − | * '''Device calendar events''' – Uses EventKit to write local calendar items.
| |
| − | * '''Auto on task save''' – Saves to iPhone calendar when the switch is on.
| |
| − | * '''Delete cleanup''' – Can remove the calendar event when the task is deleted.
| |
| − | * '''Independent of Google/Office''' – Works even if cloud calendars are not linked.
| |
| − | * '''Settings status''' – Reflected in Calendar Sync Info status when enabled.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Select calendar ==
| |
| − |
| |
| − | === What is Select calendar? ===
| |
| − |
| |
| − | After Google or Office is linked, Select calendar lets you choose which calendar receives CallProof tasks.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''Calendar Setup''' → Google or Office section → calendar picker (when logged in)
| |
| − |
| |
| − | === Using Select calendar ===
| |
| − |
| |
| − | # Link Google or Office first.
| |
| − | # Tap the calendar field (shows “Please choose Calendar” when setup is needed).
| |
| − | # Pick a calendar from the list, or choose '''None'''.
| |
| − | # CallProof saves the selection.
| |
| − | # New synced tasks go to that calendar.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Calendar list popup''' – Single-select list of available calendars.
| |
| − | * '''None''' – Clears the selected calendar.
| |
| − | * '''Saved selection''' – Stored as the active sync calendar.
| |
| − | * '''Required for useful sync''' – Link alone is not enough; pick a calendar.
| |
| − | * '''Empty state''' – “No Calendar setup yet” before linking.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Remove calendar sync ==
| |
| − |
| |
| − | === What is Remove calendar sync? ===
| |
| − |
| |
| − | Remove calendar sync unlinks Google or Office from CallProof on this user until linked again.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''Calendar Setup''' → Google or Office → delete / unlink
| |
| − |
| |
| − | === Using Remove calendar sync ===
| |
| − |
| |
| − | # Open Calendar Setup.
| |
| − | # Tap delete/unlink for Google or Office.
| |
| − | # Confirm “Do you want delete the selected calendar”.
| |
| − | # Sync for that provider is removed.
| |
| − | # Link again later if needed.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Delete confirmation''' – Prevents accidental unlink.
| |
| − | * '''Google unlink''' – Removes Google calendar connection.
| |
| − | * '''Office unlink''' – Removes Office365 calendar connection.
| |
| − | * '''iPhone toggle separate''' – Turn off the iPhone switch separately; it is not the same as Google/Office delete.
| |
| − | * '''Re-link supported''' – Use Sync buttons again to reconnect.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Add task to calendar ==
| |
| − |
| |
| − | === What is Add task to calendar? ===
| |
| − |
| |
| − | When Google and/or Office sync is enabled, Add/Edit Task shows checkboxes to send that task/follow-up to the linked calendar(s). iPhone sync can also write the task to the device calendar when its switch is on.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Tasks]]''' → '''Add''' / '''Edit''' task
| |
| − | (Checkboxes appear only when Google/Office are enabled for the user)
| |
| − |
| |
| − | === Using Add task to calendar ===
| |
| − |
| |
| − | # Complete '''Calendar Setup''' first.
| |
| − | # Open Add or Edit Task/Follow-up.
| |
| − | # If Google is enabled, check '''Add to Google Calendar''' (optional).
| |
| − | # If Office is enabled, check '''Add to Office Calendar''' (optional).
| |
| − | # Save the task.
| |
| − | # If '''Sync Task on iPhone Calendar''' is on, CallProof can also save to the iPhone calendar.
| |
| − | # Edit or delete the task later as needed; iPhone events can update/remove with the task.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Add to Google Calendar''' – Checkbox on task form when Google is enabled.
| |
| − | * '''Add to Office Calendar''' – Checkbox on task form when Office is enabled.
| |
| − | * '''Per-task choice''' – Decide for each task whether to sync to cloud calendars.
| |
| − | * '''iPhone auto sync''' – Controlled by the Calendar Setup switch.
| |
| − | * '''Works on create and edit''' – Task save can push calendar updates.
| |
| − | * '''No Future Appointment menu''' – This mobile app syncs via Tasks/Follow-ups, not a “Future Appointment” contact menu item.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Calendar sync notes ==
| |
| − |
| |
| − | === Notes (from this mobile app) ===
| |
| − |
| |
| − | * Open setup from '''Settings → Calendar Sync Info → Calendar Setup'''.
| |
| − | * Supported providers in-app: '''Google''', '''Microsoft Office365''', and '''iPhone Calendar'''.
| |
| − | * Cloud sync targets '''Tasks / Follow-ups''' (not a separate “Future Appointment” screen in this app).
| |
| − | * Google/Office use OAuth; CallProof does not see your Google/Microsoft passwords.
| |
| − | * After linking Google/Office, select a calendar (or None).
| |
| − | * Task form checkboxes appear only when that provider is enabled.
| |
| − | * iPhone sync is a local toggle (`Sync Task on iPhone Calendar`).
| |
| − | * Calendar Sync Info status can show Google, Office365, and/or Apple when connected.
| |
| − | * If authentication expires, unlink and link the calendar again.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
