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Log a Call button

Knowledge Article Number 000232901

The "Log a Call" button creates a completed task or activity record for your users to document communications. It's a standard button on the page layout in the "Activity History" related list for standard and custom objects.

After selecting a record type (depending on your organization's Task Record Types) you are brought to the record edit page displayed below:


User-added image

Fields above "Schedule Follow-Up Task" are used for call-related information. Click Save to capture the information in a completed activity in the Activity History for the record.

Fields below "Schedule Follow-Up Task" are used for optional follow-up tasks. You can assign the follow-up task to another user ("Assigned To" field) and set a reminder them ("Reminder" field) so they'll receive a pop-up at the time selected. 

Related support documentation


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