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| − | Path: [[Callproof Support]] - [[New Website]] - [[Event Forms]]
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| − | = Event Forms =
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| − | Use Event Forms to create custom forms your team fills out for accounts (contacts), such as visit checklists, surveys, or appointment details.
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| − | Managers set up the forms and fields. Sales reps and other users complete forms on accounts and review submitted entries.
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| − | From Event Forms you can also:
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| − | * Add and edit form templates
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| − | * Hide forms from the account menu
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| − | * Copy an existing form
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| − | * Review form entries
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| − | * Fill a form on an account
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| − |
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| − | [[File:EventFormsList.png|300px|thumb|Event Forms]]
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| − | <div style="clear:both;"></div>
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| − |
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| − | == How to open Event Forms ==
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| − |
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| − | === Option A — From the main menu ===
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| − |
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| − | # Sign in to CallProof.
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| − | # In the left sidebar menu, open the menu item for '''Event Forms''' (label may vary by company setup).
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| − | # The '''Event Forms''' list opens.
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| − |
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| − | === Option B — Open Event Forms directly ===
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| − | # Open your web browser.
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| − | # Go to your CallProof website and add <code>/eforms/</code> at the end of the address (for example: <code>https://appv2.callproof.com/eforms/</code>).
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| − | # Press '''Enter'''.
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| − | # The Event Forms list appears.
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| − |
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| − | === Option C — From Quick Links on Event Form pages ===
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| − |
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| − | # Open any Event Forms page (list, add form, edit form, or entries).
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| − | # Click '''Quick Links'''.
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| − | # Choose '''Event Forms'''.
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| − |
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| − | === Option D — From Event Forms Entries ===
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| − | # Open '''Event Forms Entries''' (see below).
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| − | # Click '''Quick Links'''.
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| − | # Choose '''Event Forms'''.
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| − |
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| − | == Permissions ==
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| − |
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| − | * You must be '''signed in''' to use Event Forms.
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| − | * '''Managers''' can open the main Event Forms list, add forms, edit forms, delete forms, hide forms, copy forms, and reorder forms.
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| − | * '''Non-managers''' are redirected away from the main Event Forms setup list and cannot manage form templates.
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| − | * '''All signed-in users''' (with normal account access) can:
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| − | ** Fill out event forms on accounts
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| − | ** View and work with '''Event Forms Entries'''
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| − | * If a form is '''hidden''', it does not appear in the account “Add Event Form” list.
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| − | * Company menu permissions control whether '''Event Forms''' appears in your sidebar.
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| − |
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| − | == What you see on the Event Forms list ==
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| − |
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| − | === Header ===
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| − | * Title: '''Event Forms'''
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| − | * '''Add Event Form''' button
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| − | * '''Quick Links''' menu:
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| − | ** Add Event Form
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| − | ** Event Forms
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| − | ** Event Forms Entries
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| − |
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| − | === Table columns ===
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| − | * '''Name''' — form name (click to edit, when the link is enabled)
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| − | * '''Email''' — notification email addresses for the form
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| − | * '''Fields''' — number of fields on the form
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| − | * '''Entries''' — number of submitted entries
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| − | * '''Points''' — points value for the form
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| − | * '''Actions''' — Edit and Delete
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| − | * '''Sort handle''' — drag to change form order
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| − | * '''Alphabetical sort''' icon — sort forms A–Z
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| − | * '''Hide''' — eye icon to show or hide the form from account menus
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| − | * '''Remove Link''' — checkbox to disable the clickable name/edit link, plus a '''Copy''' icon
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| − |
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| − | === Messages you may see ===
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| − |
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| − | * Success messages after save, copy, hide, or delete
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| − | * Error messages if a form cannot be found or an action fails
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| − | * Permission message if a non-manager tries to open setup pages
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| − |
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| − | == Field guide (Event Forms list) ==
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| − | === Name ===
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| − | * Shows the form name.
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| − | * When the link is active, click it to open the edit screen.
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| − |
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| − | === Hide (eye icon) ===
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| − | * '''Eye open''' — form is visible for use on accounts.
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| − | * '''Eye slash''' — form is hidden from the account “Add Event Form” list.
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| − | * Click the icon to switch between visible and hidden.
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| − |
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| − | === Remove Link ===
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| − | * When checked, the form name and edit shortcut behave as “link removed” (not clickable in the usual way).
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| − | * Use this when you want the form to remain in the list but not be opened from the name link.
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| − | === Copy ===
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| − | * Creates a duplicate of the selected form under a new name.
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| − | === Delete ===
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| − | * Removes the form template (you will be asked to confirm).
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| − | == Add a new Event Form ==
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| − | [[File:AddEventForm.png|250px|thumb|right|Add Event Form]]
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| − | # Open '''Event Forms'''.
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| − | # Click '''Add Event Form''' (or use '''Quick Links''' → '''Add Event Form''').
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| − | # Enter '''Form Name''' (required).
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| − | # (Optional) Enter '''Notification Email''' addresses, one per line.
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| − | # (Optional) Enter '''Points'''.
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| − | # Choose '''Treat Event Form As''':
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| − | #* '''Webinar'''
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| − | #* '''Appointment'''
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| − | #* '''None'''
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| − | # (Optional) Turn on additional options:
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| − | #* '''Schedule Task'''
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| − | #* '''Send Email Copy to Rep'''
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| − | #* '''Use Previous Event Form Custom Field Data if Available'''
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| − | # (Optional) Under '''Limit Account Types''', choose which account types can use this form (or Select '''All''' / '''Clear''').
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| − | # Click '''Save'''.
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| − | # CallProof opens the '''Edit Form''' screen so you can add fields.
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| − | <div style="clear:both;"></div>
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| − |
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| − | == Edit an Event Form ==
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| − | [[File:EditEventForm.png|250px|thumb|right|Edit Event Form]]
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| − | # Open '''Event Forms'''.
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| − | # Click the form '''Name''' or the '''Edit''' icon.
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| − | # On the left, update '''Settings''':
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| − | #* Form Name
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| − | #* Notification Email
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| − | #* Points
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| − | #* Schedule Task / Send email copy to Rep / Prefill previous data
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| − | #* Treat Event Form As
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| − | #* Limit Account Types
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| − | # Click '''Save''' (or the settings save button) when you change settings.
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| − | # On the right, under '''Add Fields''', choose fields to include:
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| − | #* '''Regular Fields'''
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| − | #* '''Custom Account Fields'''
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| − | #* '''New Custom Field''' (create a new field for this form)
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| − | # In the '''Event Form''' fields table, review Field Name, Field Type, points, and actions.
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| − | # (If your company uses required fields) set '''Required''' and '''Lock''' as needed.
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| − | # Drag rows to reorder fields, or use alphabetical sort when available.
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| − | # Use field actions to edit options, edit the field, or remove a field from the form.
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| − | <div style="clear:both;"></div>
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| − | == Copy an Event Form ==
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| − | [[File:CopyEventForm.png|250px|thumb|right|Copy Event Form]]
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| − | # Open '''Event Forms'''.
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| − | # Click the row of the form you want to copy (so it is selected).
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| − | # Click the '''Copy''' icon in the Remove Link column.
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| − | # In the popup, enter a new '''Event Form Name'''.
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| − | # Click '''Save'''.
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| − | # The new form appears in the list.
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| − | <div style="clear:both;"></div>
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| − | == Hide or show an Event Form ==
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| − | # Open '''Event Forms'''.
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| − | # Find the form in the list.
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| − | # Click the '''eye''' icon in the Hide column.
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| − | # When hidden, the form no longer appears under '''Add Event Form''' on accounts.
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| − | # Click the icon again to make it visible.
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| − | == Delete an Event Form ==
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| − | # Open '''Event Forms'''.
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| − | # Click the '''trash''' (Delete) icon for the form.
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| − | # Confirm the delete when asked.
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| − | # The form is removed from the list.
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| − | == Reorder Event Forms ==
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| − | # Open '''Event Forms'''.
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| − | # Drag the sort handle (aligned lines icon) up or down to change order.
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| − | # Or click the '''alphabetical''' icon in the header to sort by name.
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| − | # Sorting/drag options are available when there is more than one form.
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| − | == Event Forms Entries ==
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| − | [[File:EventFormsEntries.png|250px|thumb|right|Event Forms Entries]]
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| − | Use this screen to review forms that users have submitted on accounts.
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| − | === How to open Entries ===
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| − | # From '''Event Forms''', click '''Quick Links''' → '''Event Forms Entries''', or
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| − | # Go to <code>/eforms/entries/</code> in your browser.
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| − | === What you see ===
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| − | * '''Event Form''' name
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| − | * '''Account'''
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| − | * '''Created''' date
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| − | * '''Distance'''
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| − | * '''Points'''
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| − | * '''Completed Date'''
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| − | * '''Completed''' status
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| − | * '''Actions''' (view, edit, complete, delete, as available)
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| − | === Filter entries ===
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| − | # Click the '''Filter''' button.
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| − | # Set any of these filters:
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| − | #* Event Form
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| − | #* User (with optional inactive users, Select All / Clear)
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| − | #* Start Date / End Date
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| − | #* Start Completed Date / End Completed Date
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| − | #* Account Type
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| − | #* Sort By
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| − | #* Completed status
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| − | #* Keyword
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| − | #* Markets
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| − | #* Max Result
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| − | # Apply the filter (using the filter panel controls).
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| − | # Review the updated list.
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| − | # (Optional) Clear filters and search again.
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| − | === Work with an entry ===
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| − | # Click an entry to view details.
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| − | # Edit the entry if you need to change answers.
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| − | # Mark an entry completed when the work is done.
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| − | # Delete an entry if it was created by mistake (when you have access).
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| − | === Schedule export (optional) ===
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| − | # On the Entries page pagination/export area, open '''Schedule Event Form Entries Export''' when it is shown.
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| − | # Follow the schedule export steps to send entry data on a schedule.
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| − | <div style="clear:both;"></div>
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| − | == Fill an Event Form on an Account ==
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| − | [[File:AddAccountEventForm.png|250px|thumb|right|Add Account Event Form]]
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| − | Reps and other users usually complete forms from an account (contact) page—not from the manager Event Forms list.
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| − | # Open '''Accounts''' / '''Contacts'''.
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| − | # Open the account you visited or worked with.
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| − | # Open the '''Event Forms''' tab (or the Add Event Form menu on the account).
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| − | # Choose the form name you need.
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| − | # The '''Add Account Event Form''' screen opens.
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| − | # Fill in the form fields (contacts/people, custom fields, images, dates, and so on, depending on how the form was set up).
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| − | # If '''Schedule Task''' is part of the form, complete any task fields shown.
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| − | # Click '''Save'''.
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| − | # (Optional) Click '''Clear''' to reset the form before saving.
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| − | # After saving, the entry appears under the account’s Event Forms and in '''Event Forms Entries'''.
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| − | <div style="clear:both;"></div>
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| − | == After you set up or submit forms ==
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| − | * New templates appear on the Event Forms list for managers.
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| − | * Visible forms appear under '''Add Event Form''' on matching accounts (and account types, if limited).
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| − | * Submitted forms appear in '''Event Forms Entries''' and on the account Event Forms tab.
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| − | * Notification emails may be sent when configured.
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| − | * Points may count toward user activity or scoring, depending on your company setup.
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| − | == Tips and important notes ==
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| − | * Only '''managers''' manage form templates on <code>/eforms/</code>.
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| − | * '''Hide''' a form instead of deleting it if you may need it again.
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| − | * Use '''Limit Account Types''' so the form only appears on the right kinds of accounts.
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| − | * Put one notification email per line.
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| − | * Contact Name–style rules do not apply here; form field rules depend on each field type (required text, numbers, dates, lists, images, and so on).
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| − | * If a form does not show on an account, check Hide, Remove Link, and Limit Account Types.
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| − | * Apple/Google signup options are not part of Event Forms; use account pages to fill forms.
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| − | * After-call event forms and custom account menus may also open forms in other workflows, depending on your company settings.
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| − | == Need help? ==
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| − | * Cannot open Event Forms setup: confirm you are a '''manager''', or ask your administrator
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| − | * Form missing on an account: check Hide and Limit Account Types with a manager
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| − | * Entry questions: open '''Event Forms Entries''' or the account Event Forms tab
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| − | * Other issues: email [mailto:support@callproof.com support@callproof.com]
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