Module guide
Calls
Use the configured telephony service and permitted calling account. Record the business follow-up in the relevant customer, supplier or support record. External calling access and charges are determined by the provider account.
How this module fits your work
Use the configured telephony service and permitted calling account. Record the business follow-up in the relevant customer, supplier or support record. External calling access and charges are determined by the provider account.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Setup & Templates
- Call LogInternal/admin record · Setup & Templates
- Incoming Call SettingsRecord page · Setup & Templates
- TP Call LogInternal/admin record · Setup & Templates
- TP Exotel SettingsSettings page · Setup & Templates
- TP OTPInternal/admin record · Setup & Templates
- TP OTP SettingsSettings page · Setup & Templates
- TP SMS LogInternal/admin record · Setup & Templates
- TP Twilio SettingsSettings page · Setup & Templates
- Telephony Call TypeRecord page · Setup & Templates
- Voice Call SettingsRecord page · Setup & Templates
Calls & provider configuration
- TP Telephony AgentRecord page · Calls & provider configuration
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.