Difference between revisions of "Images (New Web)"
Ashley DeBon (talk | contribs) (Created page with "Path: Callproof Support - New Website - Images Report = Images Report = '''Screen purpose:''' Review account/contact images uploaded across CallProof — see who...") |
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| − | Path: [[Callproof Support]] - [[New Website]] - [[Images | + | Path: [[Callproof Support]] - [[New Website]] - [[Report Menu]] - [[Images (New Web)]] |
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= Images Report = | = Images Report = | ||
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| Wrong file or sensitive content. | | Wrong file or sensitive content. | ||
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= Filter the report = | = Filter the report = | ||
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<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
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= Open related account or source = | = Open related account or source = | ||
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** Custom Field → account Details | ** Custom Field → account Details | ||
# Click '''User''' to open that person’s Company Directory edit page (when linked). | # Click '''User''' to open that person’s Company Directory edit page (when linked). | ||
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= Delete an image = | = Delete an image = | ||
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<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
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= Related: manage images on one account = | = Related: manage images on one account = | ||
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Use '''Images Report''' afterward to find that upload across the company list. | Use '''Images Report''' afterward to find that upload across the company list. | ||
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= Typical workflow = | = Typical workflow = | ||
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# Delete only your own mistaken uploads. | # Delete only your own mistaken uploads. | ||
# Clear filters when finished. | # Clear filters when finished. | ||
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= Tips and important notes = | = Tips and important notes = | ||
Latest revision as of 06:36, 30 July 2026
Path: Callproof Support - New Website - Report Menu - Images (New Web)
Contents
Images Report
Screen purpose: Review account/contact images uploaded across CallProof — see who uploaded them, how they were added, when they were uploaded, and delete images you uploaded.
- Browse company contact images in one list
- Filter by name, date, type, sort, max results, and (managers) user
- Open the related account or event form / custom field
- Delete an image you uploaded
How this differs from Account Images
| Screen | Address / place | What it is |
|---|---|---|
| Images Report (this page) | /contacts/images/
|
Company-wide report of uploaded contact images |
| Account → Images tab | On Account edit (/contacts/edit/<id>/)
|
Images for one account (upload/manage there) |
Images Report is for finding and auditing images. Most uploads happen from an account, event form, custom field, or business card flow.
How to open Images Report
Option A — Direct address
- Sign in to CallProof.
- Go to your CallProof site and add
/contacts/images/. - Press Enter.
Option B — Menu (when available)
- Open Images Report / Images from the CallProof menu if your company shows it.
Option C — From an account image link
- From the report, click a contact name to open that account’s Images-related view (
/contacts/edit/<id>/?t=i).
Permissions
- You must be signed in.
- The report shows images for your company.
- User filter (and inactive users) appears for managers / market managers.
- Delete is available only for images you uploaded (trash icon shows on your rows only).
What you see
Header
- Images Report title
- Filter button (opens the filter panel)
Table columns
| Column | What it shows |
|---|---|
| Image | Thumbnail of the uploaded image (or fallback initials/icon) |
| Contact Name | Account/company name — links to the account (Images context) |
| User | Who uploaded the image — links to that user’s Company Directory edit page |
| Via | How the image was added (see table below) |
| Uploaded | Upload date/time |
| Actions | Delete (trash) — only if you are the uploader |
Empty list: No image report found
Via values
| Via | Meaning |
|---|---|
| Event Form: [name] | Uploaded through an event form (link opens that form entry) |
| Custom Field: [name] | Uploaded through an image custom field (link opens account Details) |
| Business Card Upload | Came from a business card upload |
| Regular Upload | Standard account/contact image upload |
Why Images Report matters
| Action | Purpose | When to use it |
|---|---|---|
| Filter by date / user | Audit activity for a period or rep. | Coaching, compliance, cleanup. |
| Filter by Type | Find event-form vs business-card vs regular images. | Locating a specific kind of upload. |
| Open Contact / Via link | Jump to the account or form behind the image. | Investigating a photo. |
| Delete | Remove an image you uploaded by mistake. | Wrong file or sensitive content. |
Filter the report
Steps
- Click the Filter button.
- Set any of the following:
| Field | Notes |
|---|---|
| Search | Account/company name contains text (“Enter the Name”) |
| Start Date / End Date | Limit by upload date range |
| Type | Multi-select: Event Form · Custom Field · Business Card · Regular Upload |
| Sort | Date Added · Rev Date Added (newest first is reverse) |
| Max Results | 50 · 100 · 500 · 1000 · 5000 · 10000 · All |
| User (managers) | Filter by uploader; optional Show Inactive Users; Select All / Clear |
- Click Search / Apply on the filter panel.
- Click Clear to reset filters and refresh the list.
Steps
- Click Contact Name to open the account (Images-related link).
- Or click the Via link:
- Event Form → that event form entry
- Custom Field → account Details
- Click User to open that person’s Company Directory edit page (when linked).
Delete an image
Steps
- Find a row where you are the User (uploader).
- Click the trash icon (Delete Image).
- Confirm when prompted.
- Success: Contact image deleted successfully.
- The list refreshes.
Good to know
- If you did not upload the image, no trash icon appears.
- If the image is already gone: Contact image not found.
- Deleting from the report removes that contact image record (and related custom-field links when applicable).
Related: manage images on one account
Images are usually added from the account, not from this report.
- Open an account (
/contacts/edit/<id>/). - Open the Images tab.
- Upload or delete images for that account there.
- Success messages may include Contact image saved successfully / Contact image updated successfully.
Use Images Report afterward to find that upload across the company list.
Typical workflow
- Open
/contacts/images/. - Filter by date range and Type (for example Event Form).
- Managers: narrow by User if needed.
- Click Contact Name or Via to inspect the source.
- Delete only your own mistaken uploads.
- Clear filters when finished.
Tips and important notes
- Screen title and browser title are both Images Report.
- Address is
/contacts/images/; filter apply uses/contacts/images_search/. - This page does not create images — it reports existing ones.
- Via tells you where the file came from (event form, custom field, business card, or regular upload).
- Default sort without choosing Date Added is newest first (Rev Date Added behavior).
- Max Results caps how many images are considered before paging.
- Managers see the User filter; other users see the company image list without that control.
Need help?
- No image report found: widen dates, clear Type/User filters, or confirm images were uploaded to accounts
- Cannot delete: only the uploader sees Delete; ask that user or a manager for help
- Need to add a photo: open the account Images tab (or event form / custom field / business card flow)
- Wrong account linked: use Via and Contact Name links to verify the source
- Other issues: email support@callproof.com