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Field reference

Call Log

How to use Call Log in Calls: access, working steps, fields, related records and troubleshooting.

Operations & SupportUpdated 12 October 2026Configuration-aware guidance
Open Call Log ↗Module guide

Purpose and access

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.

This page is a internal/admin record in Operations & Support → Calls. Use the link above to open the configured destination; permissions are checked by the destination service.

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.

Before you start

Review the current settings or existing records and prepare the information needed for the change.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open Call Log from Operations & Support → Calls, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
  5. Save the record and address validation messages. Reload and verify the saved values and relationships.
  6. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
IDidData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
FromfromData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
TotoData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Call Received Bycall_received_byLink
Optional · Read-only		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Employee

MediummediumData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Start Timestart_timeDatetime
Optional · Read-only		Record the date and time in the configured system/user time zone.
End Timeend_timeDatetime
Optional · Read-only		Record the date and time in the configured system/user time zone.
TypetypeSelect
Optional · Read-only		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Incoming
  • Outgoing
CustomercustomerLink
Optional · Read-only		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Customer

StatusstatusSelect
Optional · Read-only		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Ringing
  • In Progress
  • Completed
  • Failed
  • Busy
  • No Answer
  • Queued
  • Cancelled
DurationdurationDuration
Optional · Read-only		Call Duration in seconds
Type Of Calltype_of_callLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Telephony Call Type

SummarysummarySmall Text
Optional		Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data.
LinkslinksTable
Optional		Add the relevant child rows and review required columns, quantities and references before saving.

Linked record: Dynamic Link

Child tables

Links — child-row fields
FieldType / behaviorHow to use it
Link Document Typelink_doctypeLink
Required		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: DocType

Link Namelink_nameDynamic Link
Required		Select the record identified by the associated document-type field. Verify both the type and the linked record.
Link Titlelink_titleRead Only
Optional · Read-only		System-provided value; correct its source record or calculation rather than overwriting the displayed result.

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.
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