Difference between revisions of "Companies"

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−
== What are Companies ==
+
== Account Companies ==
  
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Company names are stored in Callproof and can be attached to contacts.  When selecting Companies from the [[People]] tab users can see and update company names or contacts within a company. 
+
'''Navigation:''' '''People''' → '''Companies'''
  
 +
== Purpose ==
  
−
== Searching Companies ==
+
View and manage Account Companies in CallProof. The Account Companies page provides a company-centric view of your CRM, allowing you to search companies, manage related accounts and contacts, create opportunities and tasks, submit event forms, build routes, and export company information.
  
 +
'''Note:''' This page is available to all logged-in users. The companies displayed depend on the user's Account Radius, assignments, and permissions.
  
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A search field is provided along with a sort order.  Select by company name or address. 
+
== Access ==
  
−
The sort orders are as follows:
+
* Users must be logged in.
 +
* The list is filtered according to the user's '''Account Radius''' and assignment settings.
 +
* Users without a valid profile or company are redirected to the Home page with an error message.
 +
* This page is not manager-only.
  
−
* Alphabetical - Sort companies alphabetically starting with A.
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== Visibility Rules ==
  
−
* Rev Alphabetical - Sort companies in reverse order starting with Z.
+
The companies displayed depend on the user's Account Radius setting.
−
 
−
* Date Added - Sort companies by date added starting with the oldest.
 
  
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* Rev Date Added - Sort companies by date added starting with the newest.
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{| class="wikitable"
 +
! Account Radius
 +
! Companies Displayed
 +
|-
 +
| '''Assigned Contacts'''
 +
| Companies assigned to the user (plus unassigned contacts when '''All Unassigned''' is enabled)
 +
|-
 +
| '''All Contacts'''
 +
| All companies within the CallProof company
 +
|-
 +
| '''Assigned Contacts + Radius'''
 +
| Assigned companies plus nearby companies within the configured mileage radius
 +
|-
 +
| '''Other'''
 +
| Assigned companies (plus unassigned when enabled)
 +
|}
  
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Click on the Company Name or the notepad to the right of the company name to edit the name.  Provide the new name and click Save.
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'''People Tab Enabled'''
  
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To add a contact to a company, click the green + sign to the right of the company name. this will direct the user to the [[Contacts#Adding a Contact|Add Contact]] screen.
+
* Only companies that contain at least one linked contact are displayed.
 +
* Managers can view all contacts within a company.
 +
* Non-managers see only contacts assigned to them or unassigned contacts.
 +
 
 +
== Open Account Companies ==
 +
 
 +
# Log in to your CallProof account.
 +
# Hover over '''People'''.
 +
# Click '''Companies'''.
 +
# The '''Account Companies''' page opens.
 +
# Review the list of companies.
 +
# Use the right sidebar to access additional company tools.
 +
 
 +
== Search Companies ==
 +
 
 +
Use the search panel to locate specific companies.
 +
 
 +
=== Search Fields ===
 +
 
 +
{| class="wikitable"
 +
! Field
 +
! Description
 +
|-
 +
| '''Search'''
 +
| Company name, city, state, ZIP code, phone number, contact name, or personnel name
 +
|-
 +
| '''Company'''
 +
| Select a company from the dropdown list
 +
|-
 +
| '''Sort'''
 +
| Alphabetical, Reverse Alphabetical, Date Added, Reverse Date Added
 +
|-
 +
| '''Max Results'''
 +
| 50, 100, 1000, 5000, 10000, or All
 +
|}
 +
 
 +
=== Steps ===
 +
 
 +
# Open '''People''' → '''Companies'''.
 +
# Enter search criteria as needed.
 +
# Select optional filters.
 +
# Click '''Search'''.
 +
# Review the filtered company list.
 +
# Use the pagination controls to browse additional pages.
 +
 
 +
== Company List ==
 +
 
 +
Depending on whether the '''People Tab''' feature is enabled, the page layout differs slightly.
 +
 
 +
=== Standard Company View ===
 +
 
 +
Each company displays:
 +
 
 +
* Company Name
 +
* Email
 +
* Add Contact
 +
* Edit Company
 +
* Delete Company
 +
* Related Contacts
 +
* Phone Numbers
 +
* Contact Type
 +
* Assigned Sales Representatives
 +
* Opportunity, Task, Event Form, and Route actions
 +
 
 +
=== People Tab View ===
 +
 
 +
Each company displays:
 +
 
 +
* Company Name
 +
* Account information
 +
* Personnel list
 +
* Add Personnel
 +
* Edit Account
 +
* Delete Contact
 +
* Company phone numbers
 +
* Related contacts
 +
 
 +
== Edit Company ==
 +
 
 +
# Click the company name or the '''Edit''' icon.
 +
# The '''Edit Company''' page opens.
 +
# Update the company information.
 +
# Click '''Save'''.
 +
 
 +
== Add Company ==
 +
 
 +
# Click '''Add Company'''.
 +
# Enter the company name.
 +
# Click '''Save'''.
 +
# You are redirected to create the first contact for the company.
 +
 
 +
== Add Contact ==
 +
 
 +
'''People Tab Disabled'''
 +
 
 +
# Click the '''Add''' (+) icon.
 +
# Complete the '''Add Contact''' form.
 +
# Click '''Save'''.
 +
 
 +
== Add Personnel ==
 +
 
 +
'''People Tab Enabled'''
 +
 
 +
# Click the '''Add''' (+) icon.
 +
# Complete the '''Add Personnel''' form.
 +
# Click '''Save'''.
 +
 
 +
== Email Company Contacts ==
 +
 
 +
# Click the '''Email''' icon.
 +
# Your default email application opens with all company email addresses.
 +
 
 +
== Add Phone ==
 +
 
 +
# Click '''Add Phone'''.
 +
# Enter the phone information.
 +
# Click '''Save'''.
 +
 
 +
== Add Opportunity ==
 +
 
 +
# Click the '''Add Opportunity''' icon.
 +
# Complete the opportunity information.
 +
# Click '''Save'''.
 +
 
 +
== Add Task ==
 +
 
 +
# Click the '''Add Task''' icon.
 +
# Complete the task information.
 +
# Click '''Save'''.
 +
 
 +
== Add Event Form ==
 +
 
 +
# Click the '''Event Form''' icon.
 +
# Select the required event form.
 +
# Complete the form.
 +
# Click '''Save'''.
 +
 
 +
== Save Route ==
 +
 
 +
# Click the '''Route''' icon beside one or more contacts.
 +
# Click '''Save Route'''.
 +
# The selected contacts are added to the route.
 +
 
 +
== Delete Company ==
 +
 
 +
'''People Tab Disabled'''
 +
 
 +
# Click the '''Delete''' (red X) icon.
 +
# Confirm the deletion.
 +
# The company is removed.
 +
 
 +
== Delete Contact ==
 +
 
 +
# Click the '''Delete''' (red X) icon.
 +
# Confirm the deletion.
 +
# The contact is removed.
 +
 
 +
== Export Companies Report ==
 +
 
 +
# Click '''Export Companies Report'''.
 +
# Optionally select '''Include All Contact Details and Custom Fields'''.
 +
# Click '''Create Companies Report'''.
 +
# Wait for the export to complete.
 +
# Download the report from the email notification or the '''Exports''' page.
 +
 
 +
== Right Sidebar ==
 +
 
 +
The right sidebar provides quick access to:
 +
 
 +
* Companies
 +
* Add Company
 +
* Contacts / Accounts
 +
* Call History
 +
* Autotext
 +
* Add Contact
 +
* Import Contacts
 +
* Export Contacts
 +
* Duplicate Contacts
 +
* Labels
 +
 
 +
== Pagination ==
 +
 
 +
The pagination controls allow you to:
 +
 
 +
* Move between pages.
 +
* Export the current company list.
 +
* Save the current route.
 +
 
 +
== Notes ==
 +
 
 +
* Company visibility depends on Account Radius and assignment settings.
 +
* Companies are displayed 10 per page.
 +
* '''People Tab''' changes the layout and available actions.
 +
* Only users with '''Can Delete Contacts''' permission can delete companies.
 +
* Only users with '''Can Export''' permission can export company reports.
 +
* Twilio call buttons appear only when Twilio calling is enabled.
 +
* Route actions are available only for contacts with valid latitude and longitude coordinates.

Revision as of 05:17, 16 July 2026

Path: Website - People - Companies


Account Companies

Navigation: People → Companies

Purpose

View and manage Account Companies in CallProof. The Account Companies page provides a company-centric view of your CRM, allowing you to search companies, manage related accounts and contacts, create opportunities and tasks, submit event forms, build routes, and export company information.

Note: This page is available to all logged-in users. The companies displayed depend on the user's Account Radius, assignments, and permissions.

Access

  • Users must be logged in.
  • The list is filtered according to the user's Account Radius and assignment settings.
  • Users without a valid profile or company are redirected to the Home page with an error message.
  • This page is not manager-only.

Visibility Rules

The companies displayed depend on the user's Account Radius setting.

Account Radius Companies Displayed
Assigned Contacts Companies assigned to the user (plus unassigned contacts when All Unassigned is enabled)
All Contacts All companies within the CallProof company
Assigned Contacts + Radius Assigned companies plus nearby companies within the configured mileage radius
Other Assigned companies (plus unassigned when enabled)

People Tab Enabled

  • Only companies that contain at least one linked contact are displayed.
  • Managers can view all contacts within a company.
  • Non-managers see only contacts assigned to them or unassigned contacts.

Open Account Companies

  1. Log in to your CallProof account.
  2. Hover over People.
  3. Click Companies.
  4. The Account Companies page opens.
  5. Review the list of companies.
  6. Use the right sidebar to access additional company tools.

Search Companies

Use the search panel to locate specific companies.

Search Fields

Field Description
Search Company name, city, state, ZIP code, phone number, contact name, or personnel name
Company Select a company from the dropdown list
Sort Alphabetical, Reverse Alphabetical, Date Added, Reverse Date Added
Max Results 50, 100, 1000, 5000, 10000, or All

Steps

  1. Open People → Companies.
  2. Enter search criteria as needed.
  3. Select optional filters.
  4. Click Search.
  5. Review the filtered company list.
  6. Use the pagination controls to browse additional pages.

Company List

Depending on whether the People Tab feature is enabled, the page layout differs slightly.

Standard Company View

Each company displays:

  • Company Name
  • Email
  • Add Contact
  • Edit Company
  • Delete Company
  • Related Contacts
  • Phone Numbers
  • Contact Type
  • Assigned Sales Representatives
  • Opportunity, Task, Event Form, and Route actions

People Tab View

Each company displays:

  • Company Name
  • Account information
  • Personnel list
  • Add Personnel
  • Edit Account
  • Delete Contact
  • Company phone numbers
  • Related contacts

Edit Company

  1. Click the company name or the Edit icon.
  2. The Edit Company page opens.
  3. Update the company information.
  4. Click Save.

Add Company

  1. Click Add Company.
  2. Enter the company name.
  3. Click Save.
  4. You are redirected to create the first contact for the company.

Add Contact

People Tab Disabled

  1. Click the Add (+) icon.
  2. Complete the Add Contact form.
  3. Click Save.

Add Personnel

People Tab Enabled

  1. Click the Add (+) icon.
  2. Complete the Add Personnel form.
  3. Click Save.

Email Company Contacts

  1. Click the Email icon.
  2. Your default email application opens with all company email addresses.

Add Phone

  1. Click Add Phone.
  2. Enter the phone information.
  3. Click Save.

Add Opportunity

  1. Click the Add Opportunity icon.
  2. Complete the opportunity information.
  3. Click Save.

Add Task

  1. Click the Add Task icon.
  2. Complete the task information.
  3. Click Save.

Add Event Form

  1. Click the Event Form icon.
  2. Select the required event form.
  3. Complete the form.
  4. Click Save.

Save Route

  1. Click the Route icon beside one or more contacts.
  2. Click Save Route.
  3. The selected contacts are added to the route.

Delete Company

People Tab Disabled

  1. Click the Delete (red X) icon.
  2. Confirm the deletion.
  3. The company is removed.

Delete Contact

  1. Click the Delete (red X) icon.
  2. Confirm the deletion.
  3. The contact is removed.

Export Companies Report

  1. Click Export Companies Report.
  2. Optionally select Include All Contact Details and Custom Fields.
  3. Click Create Companies Report.
  4. Wait for the export to complete.
  5. Download the report from the email notification or the Exports page.

Right Sidebar

The right sidebar provides quick access to:

  • Companies
  • Add Company
  • Contacts / Accounts
  • Call History
  • Autotext
  • Add Contact
  • Import Contacts
  • Export Contacts
  • Duplicate Contacts
  • Labels

Pagination

The pagination controls allow you to:

  • Move between pages.
  • Export the current company list.
  • Save the current route.

Notes

  • Company visibility depends on Account Radius and assignment settings.
  • Companies are displayed 10 per page.
  • People Tab changes the layout and available actions.
  • Only users with Can Delete Contacts permission can delete companies.
  • Only users with Can Export permission can export company reports.
  • Twilio call buttons appear only when Twilio calling is enabled.
  • Route actions are available only for contacts with valid latitude and longitude coordinates.
Retrieved from "http://docs.callproof.com/index.php?title=Companies&oldid=1637"