How to Customize Call Logs Form Fields?

How to Customize Call Logs Form Fields?

Prerequisites

  1. Permissions: Configuration Management > Custom Field > Basic Access: Toggle on "Create" & Administrative Access: "Update All"
  2. Product Plans: Elavate
  3. Activities to be Completed: None

Steps

Step 1: Navigate to CRM Settings > Dashboard > Customization > Call Log Form Fields 



Step 2: Click on respective form field to update “Display Name” only or add description if required 



Step 3: Click "Submit"





Step 4: Once the required field is updated the new custom field will reflect with new field name on Call log page




Notes:
  1. Filterable / Sortable / Required field options cannot be updated as its default / system field 
  2. New fields cannot be added, however default fields can be renamed as per the use case

    • Related Articles

    • How to create a Manual Call Logs on Mobile App?

      This article covers the steps for using the Kylas App on the android phone to manually add call details related to the leads and contacts in Kylas CRM, and create call log entries for the same. Prerequisites Permissions: Create call log & Special ...

    • How to sync the mobile phone call logs with Kylas?

      This article covers the steps to be followed to sync the calls made from your phone to your Kylas account. Prerequisites: Permission: Create permission on Calls Call permission on Leads, Contacts and Deals Product plans: All Device: Android device ...

    • Create Call Logs with Market Place on Mobile App

      This article covers the steps for using the Kylas App to log calls via Marketplace related to the Leads and Deals in Kylas CRM, and create call log entries for the same. Prerequisites Permissions: Create call log & Special Access Permission for ...

    • How to Log Calls in Kylas CRM?

      Logging calls is considered as one of the best practices in every rep's sales journey. This not only tracks the daily productivity but also ensures the progression of Leads. Following are the steps to help you log your calls, Prerequisites. ...