Call Log
Overview
Below is a business-focused explanation of the Call Log document in Dafater.
What the Call Log Is Used For
The Call Log is used to record and track all business-related phone calls made or received by your team. It provides a centralized history of customer and partner conversations, helping the organization maintain visibility over communication activities.
By using the Call Log, businesses can: - Monitor customer interactions - Track follow-ups and outcomes of calls - Improve accountability and service quality - Maintain accurate communication records for audits and reviews
The Call Log acts as a reliable reference point for understanding who contacted whom, when, and why.
Prerequisites or Setup Requirements
Before using the Call Log, the following should be in place:
- Defined users or staff members responsible for making or receiving calls
- Customer, lead, or partner records already created in Dafater
- Clear calling guidelines so staff know when and how to record calls
- Basic telephony processes aligned with sales, support, or operations teams
This ensures call records are meaningful and linked to the right business context.
Typical Workflow and Business Process Fit
A common workflow for the Call Log looks like this:
- A call is made or received by a staff member
- The staff member records the call in the Call Log
- Key details such as caller, purpose, outcome, and next steps are captured
- Follow-up actions (such as callbacks, meetings, or tasks) are identified
- Managers review call activity for performance and service quality
The Call Log fits naturally into sales, customer service, collections, and relationship management processes by ensuring every conversation contributes to informed decision-making.
Key Business Scenarios Where Call Log Is Essential
The Call Log is especially valuable in the following situations:
- Sales follow-ups – tracking conversations with prospects and monitoring deal progress
- Customer support – documenting issues reported by customers and how they were addressed
- Collections and reminders – recording payment reminder calls and customer responses
- Account management – maintaining a history of interactions with key clients
- Internal coordination – ensuring continuity when multiple team members engage with the same contact
In all these scenarios, the Call Log prevents miscommunication and missed opportunities.
Important Considerations for Users
When using the Call Log, users should keep the following in mind:
- Always record calls promptly while details are fresh
- Be clear and concise when describing the purpose and outcome of the call
- Use consistent language to make reports easier to review
- Ensure sensitive information is recorded responsibly and professionally
- Review past call logs before contacting a customer again
Accurate and disciplined use of the Call Log helps Dafater users build stronger relationships, improve service quality, and maintain a professional communication trail.
If you’d like, I can also explain how the Call Log supports reporting, team performance tracking, or customer satisfaction analysis.
Basic Information
- Module: Telephony
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| id | ID | Data | - | Unique Dafater call reference for tracking and reporting | |
| from | From | Data | - | Caller source number or identifier captured in Dafater | |
| to | To | Data | - | Recipient number or endpoint contacted during the call | |
| callreceivedby | Call Received By | Link | Employee | Dafater employee who received or handled the call | |
| employeeuserid | Employee User Id | Link | User | System user account linked to the handling employee | |
| medium | Medium | Data | - | Communication medium used for the call | |
| start_time | Start Time | Datetime | - | Call start date and time recorded in Dafater | |
| end_time | End Time | Datetime | - | Call end date and time recorded in Dafater | |
| type | Type | Select | Incoming, Outgoing | Direction of call, incoming or outgoing | |
| customer | Customer | Link | Customer | Customer associated with this call interaction | |
| status | Status | Select | Ringing, In Progress, Completed, Failed, Busy, ... | Current call status for operational tracking | |
| duration | Duration | Duration | - | Total call duration for performance analysis | |
| recording_url | Recording URL | Data | - | Link to stored call recording | |
| recording_html | Recording HTML | HTML | - | Embedded player for call recording playback | |
| typeofcall | Type Of Call | Link | Telephony Call Type | Business classification of the call type | |
| summary | Summary | Small Text | - | Brief notes summarizing call discussion or outcome | |
| links | Links | Table | Dynamic Link | References to related Dafater records |
Child Tables
Links (Dynamic Link)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| link_doctype | Link Document Type | Link | ✓ | DocType | Select Dafater document type to dynamically associate related business records. |
| link_name | Link Name | Dynamic Link | ✓ | link_doctype | Choose the specific Dafater record to link based on selected type. |
| link_title | Link Title | Read Only | - | Displays the linked Dafater record title for quick business reference. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Employee | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Customer | Links to | Selling |
| Employee | Links to | Setup |
| Telephony Call Type | Links to | Telephony |
| User | Links to | Core |