Contact Types (New Web)

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Account Types

Also known as: Contact Types Screen title in CallProof: Account Types

Use Account Types to group your accounts (contacts), such as Client, Lead, Prospect, or Internal Staff. This helps your team sort customers, filter lists, limit event forms, and keep reporting organized.

Account Types

Navigation: Settings Icon Hover → Settings & Customization → Account Types

From Account Types you can also:

• Add a new account type
• Edit the name and icon
• Set the default account type for new accounts
• Search and reorder types
• Delete an account type (and optionally delete its accounts)

How to open Account Types

Option A — From the main menu

1. Sign in to CallProof.
2. In the left sidebar menu, open the menu item for Account Types or Contact Types (label may vary by company setup).
3. The Account Types list opens.

Option B — Open Account Types directly

1. Open your web browser.
2. Go to your CallProof website and add /contact_types/ at the end of the address (for example: https://appv2.callproof.com/contact_types/).
3. Press Enter.
4. The Account Types list appears.

Option C — From Quick Links

1. On the Account Types page, click Quick Links.
2. Choose a related item such as Accounts, Add Account, Companies, or Call History when you need to continue related work.

Permissions

• You must be signed in to open Account Types.
• Signed-in users can view the list, search, add, edit, upload icons, and reorder types (based on your company access).
• Setting the Default account type requires a manager.
• Deleting an account type, or deleting all accounts under a type, requires permission to delete contacts/accounts.
• If you do not have delete permission, the delete actions may be hidden or blocked.
• Company menu permissions control whether Account Types appears in your sidebar.

What you see on the screen

Header

• Title: Account Types
• Search Account Type Name box
• Add Account Type button
• Quick Links menu (Accounts, Add Account, Import, Export, Labels, and related links)

Table columns

• Icon — image for the account type (click to edit)
• Name — account type name
• Default — radio button to mark the type used by default for new accounts
• Accounts — number of accounts using this type
  • Trash icon next to the count (when you can delete accounts) deletes all accounts of that type
• Actions — Edit and Delete
• Sort handle — drag to change order
• Alphabetical sort icon — sort types A–Z

Messages and pop-ups you may see

• Add / Edit Account Type pop-ups
• Delete confirmation (including a warning that deleting a type can remove its accounts)
• Success or error toasts after save, upload, default change, or delete
• “No account types found” when search has no matches

Field guide

Name

• The label shown when creating or filtering accounts.
• Required.
• Maximum length is 32 characters when saving from this screen.
• Names must be unique for your company (case does not matter).

Icon / Image

• Optional picture shown with the account type.
• Supported formats: JPG, PNG, SVG.
• Image can be any size, but should look proportional.
• Upload by drag-and-drop or Choose File, then click Upload.

Default

• Only one account type should be default at a time.
• The default type is commonly used when new accounts need a starting type.
• Click the Default radio button to set it (managers).

Accounts count

• Shows how many accounts are assigned to that type.
• If a large delete is already queued in the background, the count may show as 0 while processing.

Search for an Account Type

1. Open Account Types.
2. Type part of the name in Search Account Type Name.
3. Click the search icon.
4. The list updates to matching types.
5. Clear the search box and search again to see all types.

Add an Account Type

Click the Add Account Type (plus) icon

Add Account Type

1. Open Account Types.
2. Click Add Account Type.
3. Enter a Name.
4. Click Save.
5. If the name already exists, fix the name and try again.
6. After a successful save, the Edit Account Type window opens so you can upload an icon if you want.
7. Upload an icon (optional), then save or close.
8. The new type appears in the list.

Edit an Account Type

Click the Edit (pencil) icon

Edit Account Type

1. Open Account Types.
2. Click the icon or the Edit (pencil) icon for the type.
3. Update the Name if needed.
4. (Optional) Choose a new icon file (JPG, PNG, or SVG).
5. Click Upload to save the new icon.
6. Click Save to save the name change.
7. The list refreshes with your updates.

Set the default Account Type

1. Open Account Types.
2. In the Default column, click the radio button for the type you want as default.
3. Wait for the success message.
4. That type becomes the default for your company.

Note: Managers set the default. If you cannot change it, ask a manager.

Reorder Account Types

1. Open Account Types.
2. Drag the sort handle (aligned lines icon) up or down.
3. Or click the alphabetical icon in the header to sort by name.

Delete all accounts under an Account Type

Use this when you want to remove every account of one type, but keep the type itself.

1. Confirm you have permission to delete accounts.
2. Open Account Types.
3. In the Accounts column, click the trash icon for that type.
4. Read the confirmation carefully (it names the account type).
5. Click Okay.
6. For smaller sets, deletion happens right away.
7. For larger sets, CallProof may queue a background job and notify you when it starts.
8. Refresh the list to see updated account counts.

Delete an Account Type

Delete Account Type

1. Confirm you have permission to delete accounts/types.
2. Open Account Types.
3. Click the trash icon in the Actions column.
4. Read the warning: deleting an account type can delete all accounts associated with it.
5. Click Okay only if you are sure.
6. You cannot delete the default account type. Set another type as default first, then delete.
7. For large volumes, CallProof may process the delete in the background.

Where Account Types are used

After you create account types, your team uses them across CallProof:

1. When adding or editing an Account, choose an Account Type.
2. Filter accounts by Account Type in search.
3. Limit Event Forms to certain Account Types.
4. Use Account Type in reports, opportunities, and related filters.
5. Icons help users recognize types quickly on lists and maps (where shown).

Tips and important notes

• In the product UI this screen is called Account Types; the web address uses /contact_types/.
• Keep names clear and consistent (for example: Lead, Client, Prospect).
• Always set a sensible default type before deleting old types.
• Deleting a type is serious: it can remove all accounts of that type.
• If delete options are missing, you may not have delete-account permission.
• Icon uploads support JPG, PNG, and SVG only.
• Duplicate names are not allowed for the same company.
• Quick Links on this page help you jump to Accounts, Import, Export, and related tools.

Need help?

• Cannot set Default: ask a manager
• Cannot delete: ask an administrator for delete-account permission
• Type still has accounts after delete: wait for background processing, then refresh
• Other issues: email support@callproof.com