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, and efficient data navigation.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 |
| 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 statuses |
| 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, to enable disable visibility.
- 📌 Show/Hide All – Quickly toggle all columns.
- 🔄 Reset Button – Reverts to the default column view.
Filters
Click the Filters button (also on the top-right) to apply data filters.
Filter Panel Includes:
- Column Selector – Choose the column you want to filter. (you can add multiple at one time)
- Operator Selector – Choose the condition type (e.g., is, equals, contains).
- Value Input – Enter or select the value to match.
How to Use Call Log Filters
Let’s try an example to understand better: Suppose you want to find all call logs related to Sales Person = Ashwini,Step 1: Filter by Sales Person
- Click on the Filters button at the top-right corner.
- In the Columns dropdown, select Sales Person.
- In the Operator field, choose “is”.
- In the Value field, type “Ashwini”.
- 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 on the ”+ Add Filter” button to apply another condition.
- In the new filter row, select Created At in the Column field.
- Choose the Operator as “is on or before”
- In the Value field, select the required date from the date picker (e.g.,
19-07-2025).
-
The data will now be filtered based on both:
- Sales Person = Ashwini
- Created 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 options | Delhi, Maharashtra |
Date Columns (e.g., Created At)
| Operator | Description |
|---|---|
| is | Matches exact date |
| before | Matches before a specific date |
| after | Matches after a specific date |
| on or after | From the selected date onwards |
| on or before | Until the selected date |
| is empty | No date entered |
| is not empty | Date is present |
Multiple Filters on Same Column
You can combine multiple conditions on the same column. Example:-
starts with: G -
AND contains: Sharma
Clearing Filters
- To remove a specific filter: Click the X icon next to that condition.
- To reset all filters: Use the Reset Filters option.
Summary of Benefits
- Centralized view for call activities.
- Easy-to-use column visibility and pinning options.
- Advanced filtering tailored by data type.
- Enhanced usability for large datasets.
Prepared By: Aparmita Srivastav