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.

---

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