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Field reference

TP Exotel Settings

How to use TP Exotel Settings in Calls: access, working steps, fields, related records and troubleshooting.

Operations & SupportUpdated 12 October 2026Configuration-aware guidance
Open TP Exotel Settings ↗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 settings page 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 TP Exotel Settings from Operations & Support → Calls, or use ERP Search.
  2. Review the existing configuration before editing.
  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. Save the record and address validation messages. Reload and verify the saved values and relationships.
  5. 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
EnabledenabledCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Record Outgoing Callsrecord_callCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Account SIDaccount_sidData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
SubdomainsubdomainData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Webhook Verify Tokenwebhook_verify_tokenData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
API Keyapi_keyData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.

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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