Choose After Call Form (New web)

Path: Callproof Support - New Website - Communication Menu - After Call Event Form

After Call Event Form

Screen purpose: Choose which Event Form your company wants to use as the default After Call Event Form.

• Pick one existing Event Form from a dropdown
• Save it as the company’s current After Call form
• Clear the selection if you do not want one set
• Jump directly to Add Event Form if you need to create a new form first

Screen title: After Call Event Form

Opens as: Popup modal (not a full page)

Address used to load content: /eforms/after_call

After Call Event Form popup

How to open After Call Event Form

Option A — Menu / sidebar

1. Sign in to CallProof.
2. Open the menu that contains Event Form tools.
3. Click After Call Event Form.

Option B — Direct popup route

1. Open your CallProof site.
2. Go to /eforms/after_call.
3. CallProof loads the After Call Event Form popup.

Permissions

• You must be signed in to open the popup.
• Only a manager can save or change the selection.
• Non-managers may get a Not a manager message when trying to save.

What you see in the popup

Area	What it does
Event Forms dropdown	Lists all Event Forms for your company in name order.
Current selection	The Event Form already marked as the After Call form appears selected.
Add Event Form button	Opens the screen to create a brand new Event Form.
Okay button	Saves the selected Event Form as the After Call Event Form.

What this setting means

This popup does not fill out an event form by itself. It is a company setting that marks one Event Form as the designated After Call Event Form.

Only one Event Form can be selected at a time.

If you do this	Result
Select one Event Form and save	That form becomes the current After Call Event Form.
Select a different Event Form and save	The previous one is replaced.
Leave the dropdown blank and save	The After Call Event Form setting is cleared.

---

Set the After Call Event Form

Select the After Call Event Form

Steps

1. Open the After Call Event Form popup.
2. Click the Event Forms dropdown.
3. Choose the Event Form you want to use.
4. Click Okay.
5. Wait for the success message: After call event form updated successfully.
6. The popup closes and the page reloads.

Good to know

• Saving resets the old After Call selection before applying the new one.
• Only one Event Form can be marked as the After Call form.
• If you save with nothing selected, CallProof removes the current After Call assignment.

---

Add a new Event Form first

Add Event Form button

If the form you need does not exist yet:

1. Open the After Call Event Form popup.
2. Click Add Event Form.
3. Create the new Event Form.
4. Return to the popup.
5. Select the new form from the dropdown.
6. Click Okay to save it as the After Call Event Form.

---

Why this setting matters

Benefit	Why it helps
Consistency	Everyone uses the same chosen form for the company’s after-call workflow.
Simpler setup	Managers can switch the default form without editing every user.
Flexibility	You can replace the selected form whenever your process changes.
Clean control	Only one form is flagged as the After Call form at a time.

---

Typical workflow

1. Review your company’s Event Forms.
2. Decide which one should be used for the after-call workflow.
3. Open After Call Event Form.
4. Select that form.
5. Click Okay.
6. Test your normal after-call process to confirm the right form is being used.

---

Tips and important notes

• This is a popup setting, not a full reporting screen.
• The dropdown shows only Event Forms that belong to your company.
• Managers can change the selected form at any time.
• If you are unsure which form to choose, review the form names first in the Event Forms area.
• If no form is selected, your company has no After Call Event Form set.

Need help?

• Cannot save: confirm you are logged in as a manager.
• Dropdown is empty: your company may not have any Event Forms yet.
• Saved the wrong form: reopen the popup, choose the correct one, and click Okay again.
• Want a new option in the list: click Add Event Form and create it first.
• Other issues: email support@callproof.com