Settings

Settings

What is Settings?

Callproof Mobile App Settingspage

Callproof Mobile App Settingspage

Settings (also called Profile / More Settings) is where you manage your CallProof account preferences, notifications, calendar sync, AI options, device permissions, support, and logout.

From Settings you can update your profile, customize the Home screen, sync calendars, control toggles, open support tools, and navigate into related screens listed below.

How to navigate to Settings

1. Log into the CallProof app.
2. Open the Mobile Home (Dashboard) tab.
3. In the top-right navigation, tap Settings.
4. The Settings / Profile screen opens.
5. Tap any row below to open that page, or use a toggle / action on the Settings screen itself.
6. Tap Back to return to Home (or to Settings from a sub-page).

Using Settings

1. From Home, tap Settings.
2. Review your profile (name, photo, phone when shown).
3. Tap a menu item to open its page, or turn toggles on/off.
4. Use Logout at the bottom when you want to sign out.
5. Return with Back after finishing a sub-page.

Features include

• Profile photo – Tap to update from Camera or Gallery; image is cropped and saved to your CallProof profile.
• Profile name / phone – Shows your user name and Twilio number (when available). Phone can be shared.
• CallProof Academy – Training videos and tutorials.
• My Opportunities – View and manage your sales opportunities.
• Home Screen Widgets – Choose which Home widgets show and in what order.
• Calendar Sync Info – Connect Google, Microsoft Office 365, and/or iPhone calendar.
• Notifications – Manage video, academy, routes, and device notification preferences.
• AI Virtual Assistant – Customize AI assistant instructions (when enabled).
• Enable Follow-up Daily Pop-Up – Toggle daily follow-up reminders on login.
• Open to Accounts – When on, open Accounts as the start screen instead of Home.
• Allow Incoming Calls – Enable/disable Twilio incoming VoIP calls (when Twilio is enabled).
• Enable AI / AI Voice / Prompt AI – Turn AI features on or off for your user (when company AI is enabled).
• Offline Mode – Use saved local data when you need offline access.
• CallProof Voice Settings – Voicemail greeting and auto text reply (when Twilio is enabled).
• Device Access Permissions – Check location, camera, microphone, and photo permissions.
• Support – Help videos, what’s new, report issues, terms, and build version.
• Delete Account – Permanently delete your CallProof user account (confirmation required).
• Reset All Filters – Clear saved Accounts, Places, and Tasks filters.
• Logout – Sign out, clear session, and return to the login flow.

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