TP Call Log
How to use TP Call Log in Calls: access, working steps, fields, related records and troubleshooting.
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.
Before you start
Prepare the required information: From, Status, To, Type.
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
- Open TP Call Log from Operations & Support → Calls, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- 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.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- 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.
| Field | Type / behavior | How to use it |
|---|---|---|
Telephony Mediumtelephony_medium | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
IDid | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Fromfrom | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Statusstatus | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Durationduration | Duration Optional | Call duration in seconds |
Mediummedium | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Start Timestart_time | Datetime Optional | Record the date and time in the configured system/user time zone. |
Toto | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Typetype | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Call Received Byreceiver | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Callercaller | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Recording URLrecording_url | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
End Timeend_time | Datetime Optional | Record the date and time in the configured system/user time zone. |
Linkslinks | Table 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
| Field | Type / behavior | How to use it |
|---|---|---|
Link Document Typelink_doctype | Link 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_name | Dynamic Link Required | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Link Titlelink_title | Read 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.