Questions by Category: "Call log"

Apptivo allows you to set the call log activity as your default home page while logging into your account. Let’s go through the steps to make call logs as your default page. Steps to ...more

Connection Status in Call Logs helps you to record the status of the call type while logging a call. You can also allow to create and edit the connection status as per your preferences....more

The Call Logs of Apptivo allows you to generate triggers. This includes both Event-based and Time-based triggers. As a response to the trigger, you can update an attribute as an action....more

Access Level for Call Log allows you to restrict the access privilege of all the Call Log to All or assigned Employees. With this feature, you can allow certain employees/users to acces...more

Call notifications are alerts that are sent to the user of the Apptivo CRM application. You will be getting notifications on the Newsfeed as well as the email whenever the call log is c...more

The List Layout feature allows you to customize your call log fields in the list layout as a section as per your requirement. You can easily access your preferred section quickly to sav...more

Views are the filters that allow the users to view the details of the call logs in various formats when they want to analyze the call logs. Views can be configured and set as per your n...more

The Call Logs activity of Apptivo allows you to perform other collaboration activities. This includes adding notes. You can effortlessly add notes to your call logs. Steps to add notes ...more

Simple Search lets you search using a search field located in the header bar. It takes a single search string as input. Consider performing a search based on the tags associated...more

Choose the Search dropdown in the header bar of Call Log activity to view the Advanced Search side panel. Advanced Search in the Call Logs allows you to search using the fields ...more

The attribute is a feature that defines the property of a particular object or file. Attributes help to store the information regarding your business where you can hold a record of it. ...more

Apptivo’s Call Log activity allows you to generate the associated object report with any apps efficiently. It allows you to generate the collated reports on call log activity with any...more

The Call Log of Apptivo allows you to create predefined templates and associate them to the emails for quick communication. Let’s go through the steps to create email templates in the...more

Login to your Apptivo account. Select the Call Logs activity from the left navigation panel. Click on the “More” icon and select “Settings” located in the App header ...more

Select the Call Logs activity from the left navigation panel of your Apptivo Home page. Click on the “More” icon and select “Settings” located in the App header bar. ...more