Business Cards (New web)

Path: Callproof Support - New Website - Business Cards (New web)

Business Cards

Screen title: Business Cards Browser title: CallProof :: Business Cards Address: /business_cards/

Use this screen to browse business cards captured for your company (usually from the mobile business card scanner / widget), open image previews, view card details, filter the gallery, and delete cards when needed.

This web screen is mainly for review and cleanup. New cards are typically scanned in the field app, then appear here.

Business Cards gallery

Navigation: People Icon Hover →Business Cards

How to open Business Cards

Option A — From the main menu

1. Sign in to CallProof.
2. In the left sidebar, open Business Cards (label may vary by company setup).

Option B — Open Business Cards directly

1. Go to your CallProof site and add /business_cards/ (for example: https://appv2.callproof.com/business_cards/).
2. Press Enter.
3. The Business Cards gallery loads.

Permissions

• You must be signed in.
• Sales reps usually see only their own cards.
• Managers / market managers can filter by User and Markets to see cards across the team.
• Company / global settings may enable or disable the business card widget for scanning.
• Company menu permissions control whether this screen appears in your sidebar.

What you see on the screen

Header

• Title: Business Cards
• Filter button — opens Business card filter

Gallery

• Cards display as image thumbnails in rows (about four per row).
• Each card shows:
  • The scanned card image (click to preview)
  • A Details link

Empty state

• If none match: No business cards found

Pagination

• Use the paginator at the bottom when there are many cards.
• Max Results in the filter caps how many cards are considered (50, 100, 500, or 1000).

Why Preview, Details, Filter, and Delete matter

Action	Purpose	When to use it
Image Preview	Enlarge the scanned card image to read text clearly.	Verify a name, phone, or email from the photo.
Details	See who scanned it and what account/person it linked to.	Trace a card back to a contact or rep.
Filter	Find cards by name, company, email, dates, user, market, and more.	Audit a rep’s scans for a date range or find one company.
Delete	Remove a card from the scanner list and/or permanently from CallProof.	Bad scan, duplicate, or privacy cleanup — confirm first.

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View Business Cards

File:BusinessCardsGallery.png

Business Cards gallery

1. Open Business Cards (/business_cards/).
2. Scroll the gallery of card images.
3. Use pagination if needed.
4. Click an image for Image Preview, or click Details for metadata.

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Filter Business Cards

Business card filter

Click the Filter button. Header text: Business card filter.

Filter fields

Field	Who sees it	Notes
Name	Everyone	Matches first or last name on the card
Title	Everyone	Job title on the card
Company	Everyone	Company name on the card
Address	Everyone	Address text on the card
Website	Everyone	Website on the card
Email	Everyone	Email on the card
Start Date	Everyone	Created on/after this date
End Date	Everyone	Created on/before this date
Sort	Everyone	Date Added or Rev Date Added
Max Results	Everyone	50 · 100 · 500 · 1000
User	Managers / market managers	Multi-select; Show Inactive Users; Select All / Clear
Markets	Managers / market managers	Multi-select markets; Select All / Clear

Steps

1. Click Filter.
2. Enter any combination of Name, Title, Company, Address, Website, Email, and dates.
3. Choose Sort and Max Results.
4. (Managers) Optionally choose User and/or Markets.
5. Apply the filter.
6. Clear Filters to reset and refresh the gallery.

Tips:

• Start with Company or Email when you know the prospect.
• Use Start/End Date plus User to review a rep’s scans for the week.
• Increase Max Results only when you need a larger set; keep it smaller for faster loading.

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View card Details

Business Card Details

Purpose: See who created the scan and what it is linked to in CallProof.

Details fields

Field	What it shows
Created Username	Rep who scanned/saved the card
Company Name	Your CallProof company
Contact Company	Linked account/company (if matched)
Contact Person	Linked person (first + last name), if matched
Created Date	When the card was created (your timezone)
Last Updated Date	When it was last updated (your timezone)

Steps

1. Click Details under a card.
2. Review the Business Card Details popup.
3. Close the popup when finished.

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Image Preview

Image Preview

Purpose: Open a larger view of the scanned card image.

Steps

1. Click the card image thumbnail.
2. The Image Preview popup opens with the card photo.
3. From preview, click Delete if you need to remove the card (opens delete confirmation).
4. Close the popup to return to the gallery.

Note: Some cards may also have a back image stored; the gallery preview uses the main card image.

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Delete a Business Card

Delete Business Card

Purpose: Remove a scanned card from the scanner view and/or permanently from CallProof.

Address (delete): /delete_business_cards/

How delete options work

Depending on whether the card is already linked to a CallProof contact, you may see different buttons:

Option	Meaning
Scanner Only	Remove/hide the card from the scanner side (marks it deleted from scanner) without a full purge of every related file in all cases.
From CallProof / Delete	Permanently delete the business card record from CallProof (and related card image files when a full delete runs).
Cancel	Close the confirmation and keep the card.

Steps

1. Open Image Preview for the card.
2. Click Delete.
3. Read the confirmation: deleting cannot be undone for permanent deletes.
4. Choose Scanner Only, From CallProof / Delete, or Cancel as shown.
5. On success, the gallery refreshes.

Caution: Prefer Scanner Only when you only need it off the scanner list. Use full Delete when the card should not remain in CallProof at all.

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How Business Cards relate to Accounts / Contacts

Item	Relationship
Scanned card	Stored as a Business Card with image(s) and OCR-style fields (name, title, company, email, etc.)
Contact Company / Contact Person in Details	Shown when the card was linked to an account and/or person in CallProof
Accounts list	The live customer record you sell to — cards are a capture source that may link into that record

Cards are a capture/history tool. Day-to-day selling still happens on Accounts and Contacts after data is linked or entered there.

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Tips and important notes

• This web page is for browsing, filtering, and deleting — scanning is done in the field app / business card widget when enabled.
• Use Filter before hunting visually through a large gallery.
• Managers: filter by User + date range for coaching or compliance reviews.
• Click the image for Preview; click Details for who/what it linked to.
• Max Results defaults around 50 — raise it only when needed.
• Sort by Date Added or Rev Date Added to see oldest vs newest first.
• Permanent delete cannot be undone — confirm carefully.
• If the gallery is empty, try Clear Filters, widen Max Results, or confirm cards were scanned under the correct user.

Need help?

• No business cards found: clear filters; check User/Markets (managers); confirm scans exist for your user
• Cannot see a teammate’s cards: you may not be a manager/market manager
• Details show N/A for Contact Company/Person: card may not be linked to an account/person yet
• Image hard to read: open Image Preview; re-scan from the mobile app if the photo is poor
• Widget / scanning unavailable: ask an admin whether the business card widget is enabled for your company
• Other issues: email support@callproof.com