How can I log a call?

The Log a Call functionality helps you to register the inbound calls (received from candidates and contacts) and outbound calls (dialed to candidates and contacts) with call details such as call duration, date and time of calls, notes, etc. Users who frequently make calls or receive calls in an organization can make use of this functionality in Zoho Recruit. They are listed in the Zoho Recruit's Home page of the user, ToDo's home page, and in other related records.

Benefits
  • Help identify typical questions asked by users
  • Keep track of all the candidates/contacts calls for future reference.
     

To log a call:

  1. In the ToDo's module, click New Call.
    You can also add call details from within a record by clicking the Log a Call link in the Open ToDo's related list.
  2. In the Log a Call page, specify the details of the call. (Refer to the Standard Fields)
  3. You cannot add custom fields in the Log a Call page. However, you can customize the existing fields using page layout customization.
  4. In the Call Details section, click Current Call.
    By default, Current Call is selected.
  5. Click Start.
    The call timer indicates the duration of the current call.
  6. Click Stop when the call is completed.
    The CallStartTime and CallDuration are automatically updated.
  7. Click Save to save the current call.
  8. Click Save & Create Follow-up Task to save and create a follow-up task.

 

To log a completed call or schedule a call:

  1. In the ToDo's module, click New Call.
    You can also add call details from within a record by clicking the Log a Call link in the ToDo's related list.
  2. In the Log a Call page, specify the details of the call. (Refer to the Standard Fields)
  3. In the Call Details section, select Completed Call/Schedule Call.
    On selecting Schedule Call, you will have the option to assign the call to a user.
  4. Enter the Call Duration of the call in minutes and seconds.
  5. Click Save, or click Save & Create Follow-up Task to save and create a follow-up task.
    Save & Create Follow-up Task option is not available while scheduling a call.
Note:
  • The details of the call will be available in the ToDo's tab.
  • You can mark the Call Duration and Call Start Time fields as non-mandatory.

Standard Fields in Log Calls

In the Log a Call page, you need to specify the call-related information. The following table provides the description of the various fields in the page.

Field NameDescriptionData Type
Subject Enter the subject of the call.Text Box
Call Type
  • Choose Inbound for the incoming calls in your organization.
  • Choose Outbound for the outgoing calls in your organization.
Select option
Related ToChoose the type of record to which the call is related and then choose the record.Drop-down list
Call From/To Specify to whom the call is made or from whom the call is received.Select option
Call Purpose Choose the purpose of the call from the drop-down list.Pick list
Call Result Specify the call resultText Box
Time Details
  • Click Current Call if the call is in progress.
  • Click Completed Call if the call is completed.
Select option
Call Start Time Automatically displays the current date and time.Date and Time
Call Duration
  • Displays the call duration for the Current Calls.
  • For Completed Calls, specify the call duration.
Numeric
Description Specify the description of the call.Text Box
Billable Select the check box if the call is billable.Check Box 

Note: You cannot add custom fields in the Log a Call page. However, you can customize the existing fields using page layout customization.