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

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