> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Call logs

# 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.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image1.png)

***

## Call Logs Table – Column Details

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image2.png)

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

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image3.png)

### 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

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image4.png)

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 view

***

## Filters

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image5.png)

Click the **Filters** button on the top-right to apply data filters.

### Filter Panel Includes

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image6.png)

**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

1. Click on the **Filters** button.
2. Select **Sales Person** in the Columns dropdown.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image7.png)

3. Choose operator **"is"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image8.png)

4. Enter and select **Ashwini** from the dropdown.
5. You will see a dropdown with matching values. Select the appropriate Sales Person (Ashwini) from the list.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image9.png)

6. The data will now be filtered to show only the records assigned to that Sales Person.

The table will now show only records assigned to that Sales Person.

#### Step 2: Add a Date Filter

1. Click **+ Add Filter**.
2. Select **Created At** as the column.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image10.png)

3. Choose operator **"is on or before"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image11.png)

4. Select the required date (e.g., 19-07-2025).

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image12.png)

The data will now be filtered based on:
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 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: G\
AND contains: Sharma

This will match entries like **"Gaurav Sharma"**.

***

## Clearing Filters

Remove a specific filter: Click the **X** icon next to that condition.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image13.png)

Reset all filters: Use the **Reset Filters** option.

***

## 🆕 New Enhancement: Call Logs Export Functionality

### Export Call Logs

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image14.png)

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

1. Navigate to **Settings** from the side menu.
2. Click on **Global Configuration**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image15.png)

3. Locate the configuration key:\
   **download\_permission**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image16.png)

4. 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 (,)**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/call-logs/image17.png)

5. 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