Images (New Web)

From docs
Revision as of 06:33, 30 July 2026 by Ashley DeBon (talk | contribs)
Jump to: navigation, search

Path: Callproof Support - New Website - [Report Menu]] - Images (New Web)

Images Report

Screen purpose: Review account/contact images uploaded across CallProof — see who uploaded them, how they were added, when they were uploaded, and delete images you uploaded.

Images Report
  • Browse company contact images in one list
  • Filter by name, date, type, sort, max results, and (managers) user
  • Open the related account or event form / custom field
  • Delete an image you uploaded

How this differs from Account Images

Screen Address / place What it is
Images Report (this page) /contacts/images/ Company-wide report of uploaded contact images
Account → Images tab On Account edit (/contacts/edit/<id>/) Images for one account (upload/manage there)

Images Report is for finding and auditing images. Most uploads happen from an account, event form, custom field, or business card flow.

How to open Images Report

Option A — Direct address

  1. Sign in to CallProof.
  2. Go to your CallProof site and add /contacts/images/.
  3. Press Enter.

Option B — Menu (when available)

  1. Open Images Report / Images from the CallProof menu if your company shows it.

Option C — From an account image link

  1. From the report, click a contact name to open that account’s Images-related view (/contacts/edit/<id>/?t=i).

Permissions

  • You must be signed in.
  • The report shows images for your company.
  • User filter (and inactive users) appears for managers / market managers.
  • Delete is available only for images you uploaded (trash icon shows on your rows only).

What you see

Header

  • Images Report title
  • Filter button (opens the filter panel)

Table columns

Column What it shows
Image Thumbnail of the uploaded image (or fallback initials/icon)
Contact Name Account/company name — links to the account (Images context)
User Who uploaded the image — links to that user’s Company Directory edit page
Via How the image was added (see table below)
Uploaded Upload date/time
Actions Delete (trash) — only if you are the uploader

Empty list: No image report found

Via values

Via Meaning
Event Form: [name] Uploaded through an event form (link opens that form entry)
Custom Field: [name] Uploaded through an image custom field (link opens account Details)
Business Card Upload Came from a business card upload
Regular Upload Standard account/contact image upload

Why Images Report matters

Action Purpose When to use it
Filter by date / user Audit activity for a period or rep. Coaching, compliance, cleanup.
Filter by Type Find event-form vs business-card vs regular images. Locating a specific kind of upload.
Open Contact / Via link Jump to the account or form behind the image. Investigating a photo.
Delete Remove an image you uploaded by mistake. Wrong file or sensitive content.

Filter the report

Images Report filter

Steps

  1. Click the Filter button.
  2. Set any of the following:
Field Notes
Search Account/company name contains text (“Enter the Name”)
Start Date / End Date Limit by upload date range
Type Multi-select: Event Form · Custom Field · Business Card · Regular Upload
Sort Date Added · Rev Date Added (newest first is reverse)
Max Results 50 · 100 · 500 · 1000 · 5000 · 10000 · All
User (managers) Filter by uploader; optional Show Inactive Users; Select All / Clear
  1. Click Search / Apply on the filter panel.
  2. Click Clear to reset filters and refresh the list.

Open related account or source

Steps

  1. Click Contact Name to open the account (Images-related link).
  2. Or click the Via link:
    • Event Form → that event form entry
    • Custom Field → account Details
  1. Click User to open that person’s Company Directory edit page (when linked).

Delete an image

Delete image

Steps

  1. Find a row where you are the User (uploader).
  2. Click the trash icon (Delete Image).
  3. Confirm when prompted.
  4. Success: Contact image deleted successfully.
  5. The list refreshes.

Good to know

  • If you did not upload the image, no trash icon appears.
  • If the image is already gone: Contact image not found.
  • Deleting from the report removes that contact image record (and related custom-field links when applicable).

Related: manage images on one account

Images are usually added from the account, not from this report.

  1. Open an account (/contacts/edit/<id>/).
  2. Open the Images tab.
  3. Upload or delete images for that account there.
  4. Success messages may include Contact image saved successfully / Contact image updated successfully.

Use Images Report afterward to find that upload across the company list.

Typical workflow

  1. Open /contacts/images/.
  2. Filter by date range and Type (for example Event Form).
  3. Managers: narrow by User if needed.
  4. Click Contact Name or Via to inspect the source.
  5. Delete only your own mistaken uploads.
  6. Clear filters when finished.

Tips and important notes

  • Screen title and browser title are both Images Report.
  • Address is /contacts/images/; filter apply uses /contacts/images_search/.
  • This page does not create images — it reports existing ones.
  • Via tells you where the file came from (event form, custom field, business card, or regular upload).
  • Default sort without choosing Date Added is newest first (Rev Date Added behavior).
  • Max Results caps how many images are considered before paging.
  • Managers see the User filter; other users see the company image list without that control.

Need help?

  • No image report found: widen dates, clear Type/User filters, or confirm images were uploaded to accounts
  • Cannot delete: only the uploader sees Delete; ask that user or a manager for help
  • Need to add a photo: open the account Images tab (or event form / custom field / business card flow)
  • Wrong account linked: use Via and Contact Name links to verify the source
  • Other issues: email support@callproof.com