Business Cards (New web)
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Path: Callproof Support - New Website - Business Cards (New web)
Contents
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.
Navigation: People Icon Hover →Business Cards
How to open Business Cards
- Sign in to CallProof.
- In the left sidebar, open Business Cards (label may vary by company setup).
Option B — Open Business Cards directly
- Go to your CallProof site and add
/business_cards/(for example:https://appv2.callproof.com/business_cards/). - Press Enter.
- 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. |
View Business Cards
File:BusinessCardsGallery.png
Business Cards gallery
- Open Business Cards (
/business_cards/). - Scroll the gallery of card images.
- Use pagination if needed.
- Click an image for Image Preview, or click Details for metadata.
Filter Business Cards
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 |
| 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
- Click Filter.
- Enter any combination of Name, Title, Company, Address, Website, Email, and dates.
- Choose Sort and Max Results.
- (Managers) Optionally choose User and/or Markets.
- Apply the filter.
- 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.
View 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
- Click Details under a card.
- Review the Business Card Details popup.
- Close the popup when finished.
Image Preview
Purpose: Open a larger view of the scanned card image.
Steps
- Click the card image thumbnail.
- The Image Preview popup opens with the card photo.
- From preview, click Delete if you need to remove the card (opens delete confirmation).
- 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.
Delete a 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
- Open Image Preview for the card.
- Click Delete.
- Read the confirmation: deleting cannot be undone for permanent deletes.
- Choose Scanner Only, From CallProof / Delete, or Cancel as shown.
- 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.
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.
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
