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Home/Docs/Entity Reference/Call — entity reference
REFERENCE · Last reviewed

Call — entity reference

One phone call in the Call Register (CRM and Support apps). Inbound calls are created by the telephony service when they start ringing, and outbound calls are created when an agent dials from the softphone. Calls can also be logged by hand with New. Status moves Ringing to InProgress when an agent accepts, and to Completed when the call ends. The platform never writes Missed, Voicemail, Failed or Declined: an unanswered call ends Completed with no Answered time. Caller matching takes the last seven digits of the number and looks for them as an unbroken run in contact Phone, Mobile Phone, Home Phone or Other Phone, then in account Phone. A call is linked to a business record when the agent creates that record from the call in the softphone. The first time a linked call is saved in a finished status, one Call activity is written to that record's timeline, and later edits to the call are not copied to it.

Fields

FieldLabelTypeRequiredWhat it does
AccountIdAccountLookup → AccountThe caller's account: the matched contact's account, or an account whose Phone matches when no contact does.
ActivityIdActivityLookup, hiddenThe timeline activity this call wrote on its linked record. Once set, no second activity is written.
AnswerUtcAnsweredDateAndTimeWhen an agent accepted the call. Empty on calls nobody answered, which is the reliable way to find unanswered calls.
CallIdCall IdTextThe telephony service's own identifier for the call, used to match later ring, answer, end and recording signals to this record. Generated by the service; for calls logged through the call-logging endpoint without one, it is built from the provider name and a random suffix.
ContactIdContactLookup → ContactThe caller's contact, found by matching the number's last seven digits against contact phone fields. Can be corrected by hand.
DirectionDirectionPickListInbound or Outbound. Defaults to Inbound when left empty. Decides which number is used for caller matching and for the call's name: From on inbound calls, To on outbound calls. Values: Inbound, Outbound.
DurationSecondsDuration (s)NumberTalk time in seconds, from Answered to Ended. Calculated only while empty, so it is never recalculated after a time is corrected. Empty on unanswered calls.
EndUtcEndedDateAndTimeWhen the call ended. Stamped when the telephony service reports the end, when the agent hangs up, or when an answered call is set to Completed without one.
FromNumberFromTextThe calling number. On inbound calls it is the number matched against contacts and accounts.
NotesNotesMultiLineTextAgent notes typed during the call and wrap-up notes, saved with Save disposition and when the call is closed. Not copied to the timeline entry.
OutcomeOutcomePickListThe disposition chosen at wrap-up in the softphone, or set later on the call. The call page offers only Answered, Missed, Voicemail, Declined, Abandoned and Resolved; the Edit form offers every picklist value. Copied once into the linked record's timeline entry when that entry is written, so later changes stay on the call only. Values: Answered, Missed, Voicemail, Declined, Abandoned, Resolved, Follow Up Required, Call Back Later, Escalated, No Answer, Wrong Number, Complaint, Sale, Information Provided, Diagnostic Decision, Scheduled Inspection, Case Logged.
ProviderProviderTextName of the telephony service that handled the call.
QueueIdQueueLookup → Queue, hiddenThe queue the call came through. Not filled by the current telephony routing.
QueueNameQueueTextThe queue's name copied from Queue when one is set.
RecordingUrlRecording URLTextAddress of the call recording, filled by the telephony service when the recording file is ready after the call ends. Not on the seeded call forms; an administrator can add it with the Recording Player component.
RelatedEntityIdRelated record idLookup, hidden
RelatedEntityLabelRelated recordTextDisplay text of the linked business record, shown as Related record in the register. Set from the call's subject when a record is created from the call.
RelatedEntityNameRelated entityTextRecord type of the business record the call is about, set when the agent creates a record from the call in the softphone. Together with the related record id it decides where the timeline entry is written.
ResourceIdAgentLookup → ResourceThe routing resource of the agent who accepted the call, stamped when Status becomes InProgress.
ResourceNameAgentTextThe agent's name copied from the resource so lists and reports show it without a lookup.
ResourceWorkIdWork itemLookup, hidden
RingStartUtcRing startDateAndTimeWhen the call started ringing or was dialled. Set to the save time when left empty.
StatusStatusPickListTelephony state of the call. The platform writes Ringing when the call is created, InProgress when an agent accepts and Completed when it ends, including calls nobody answered. Missed, Voicemail, Failed and Declined are never set by the system. Defaults to Completed for calls logged by hand. Not on the seeded forms as an editable field. Values: Ringing, InProgress, Completed, Missed, Voicemail, Failed, Declined.
ToNumberToTextThe called number. On outbound calls it is the number matched against contacts and accounts.
TranscriptStatusTranscript statusPickListWhether a transcript exists for the call: None, Pending, Ready or Failed. Set to Ready when the AI analysis runs. The transcript text is kept in a separate transcript record linked to the call. Values: None, Pending, Ready, Failed.
WaitSecondsWait (s)NumberSeconds from Ring start to Answered. Calculated only while empty.

Actions

ActionLabelTypeWhat it does
BulkDeleteDeleteDeleteDelete the selected records.
CloneCloneServerAction (Clone)Create a copy of this record
CreateRecordFromCallCreate recordServerAction (CreateRecordFromCall)Creates a new record from the call and links the call to it. Default creatable targets are Case, Lead, Opportunity, Order, ServiceOrder and Task, overridable via the Telephony:CreatableEntities setting.
DeleteDeleteDeleteDelete
DeleteInListDeleteDeleteDelete in a list page
EditEditEditEdit
EditEntityEditUIActionEditEntity
EditEntityDetailsEditEditEditEntity
EditInLineEditEditInlineEdit in page.
EditInLineListEditEditInlineEditInLineList
LinkToRecordLink to recordServerAction (LinkToRecord)Links the call to an existing record of ANY entity by setting the polymorphic RelatedEntityName/RelatedEntityId (plus label). Once the call reaches a terminal status, its timeline Activity is written onto that record.
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