Call Logs – DSA (CRM)
Overview
A new Call Logs module has been introduced under the DSA section in the Ruloans CRM. This module provides a centralized location where all caller-related data is visible in one place. It supports advanced filtering, column customization, efficient data navigation, and secure data export.Key Features
Centralized Data View
View complete call-related information for each DSA interaction. Designed to make searching and reviewing caller activity quick and easy.
Call Logs Table – Column Details
The table includes the following columns:
| Column Name | Description |
|---|---|
| DSA Name | Name of the DSA |
| CRM Hierarchy | CRM-level structure or reporting line |
| Sales Person | Assigned salesperson |
| Salesperson Assigned At | Date when salesperson was assigned |
| Created At | Date and time of entry creation |
| Remarks | Any remarks or notes for the call |
| Call Status | Status of the call (e.g., Completed, RNR, Spoken, Followup, Not Interested, Call Back, Interested, File Processed) |
| DSA Status | Overall DSA status |
| DSA Sub Status | Detailed sub-status of the DSA |
Column Customization Options
Hover & Three-Dot Menu (⋮)
When you hover over any column header, a three-dot menu appears. Clicking this opens the Column Options Menu with the following features:| Option | Description |
|---|---|
| 📌 Pin to Left | Locks the column to the left side of the table |
| 📌 Pin to Right | Locks the column to the right side |
| 🔍 Filter | Opens filter panel for that column |
| 👁️ Hide Column | Temporarily hides the selected column |
| 🗂️ Manage Columns | Opens the full column manager for further customization |
Manage Columns
At the top-right corner, click on Manage Columns to open the column management panel.
Column Manager Features
✔️ Check/Uncheck Columns – Show or hide any column 📌 Show/Hide All – Quickly toggle all columns 🔄 Reset Button – Reverts to the default column viewFilters
Click the Filters button on the top-right to apply data filters.
Filter Panel Includes
Column Selector – Choose the column to filter (multiple filters can be added)
Operator Selector – Choose the condition type
Value Input – Enter or select the value to match
How to Use Call Log Filters
Example: Filter by Sales Person and Date
Step 1: Filter by Sales Person
- Click on the Filters button.
- Select Sales Person in the Columns dropdown.
- Choose operator “is”.
- Enter and select Ashwini from the dropdown.
- You will see a dropdown with matching values. Select the appropriate Sales Person (Ashwini) from the list.
- The data will now be filtered to show only the records assigned to that Sales Person.
Step 2: Add a Date Filter
- Click + Add Filter.
- Select Created At as the column.
- Choose operator “is on or before”.
- Select the required date (e.g., 19-07-2025).
The data will now be filtered based on:
Sales Person = AshwiniCreated At on or before 19 July 2025
Supported Filter Operators by Column Type
Text Columns (e.g., DSA Name, City, Email)
| Operator | Description | Example |
|---|---|---|
| contains | Matches any part | Girish → GIRISH KUMAR |
| equals | Exact match | Delhi |
| starts with | Beginning text | Gu → Gaurav |
| ends with | Ending text | arma → Viswakarma |
| is empty | No text | – |
| is not empty | Has some text | Non-blank |
| is any of | One of many values | Delhi, Maharashtra |
Date Columns (e.g., Created At)
| Operator | Description |
|---|---|
| is | Matches exact date |
| before | Matches before a date |
| after | Matches after a date |
| on or after | From selected date onwards |
| on or before | Until selected date |
| is empty | No date entered |
| is not empty | Date is present |
Multiple Filters on the Same Column
You can combine multiple conditions on the same column. Example: starts with: GAND contains: Sharma This will match entries like “Gaurav Sharma”.
Clearing Filters
Remove a specific filter: Click the X icon next to that condition.
Reset all filters: Use the Reset Filters option.
🆕 New Enhancement: Call Logs Export Functionality
Export Call Logs
Users can now export Call Logs data directly from the Call Logs module.
An Export (Download) icon is available on the top-right corner of the Call Logs table.
This allows users to download call logs for reporting and offline analysis.
🔐 Export Access Control (Mandatory)
Export functionality is permission-based and available only to authorized users.How to Grant Export Permission
- Navigate to Settings from the side menu.
- Click on Global Configuration.
- Locate the configuration key:
download_permission
- Add the logged-in user’s contact number in the value field.
- Multiple contact numbers can be added.
- Separate each contact number using a comma (,).
- Click Submit to save the configuration.
Important Notes
- Only users whose contact numbers are listed under download_permission will be able to export Call Logs.
- Users without permission will not see or be able to use the export option.
Summary of Benefits
- Centralized view for all call activities
- Easy-to-use column visibility and pinning options
- Advanced filtering tailored by data type
- Secure and controlled export functionality
- Improved reporting while maintaining data security
Prepared By:
Aparmita Srivastav
Ahtesham Ahmad