Log activity (call, email, meeting, note)

An authorized user logs an activity (call, email, meeting, or note) against one or more CRM entities.

When this happens: You click Log Call, Log Email, Log Meeting, or Add Note from an entity detail page or from the Activities module.

Step by step

1
Select activity type (Call, Email, Meeting, or Note) via quick-action button or dedicated form.
EasyCRM shows the activity form with: - Common fields: Subject (required), Description (rich text, optional), Date/Time (default: now), Owner (default: current user), Linked Entities (multi-select, at least one required). - Type-specific fields: Call — Direction (Inbound/Outbound), Duration (minutes); Email — Direction, Email Subject; Meeting — Duration, Location, Attendees; Note — none extra.
2
Fill in Subject. Optionally adds Description.
3
Select or confirms linked entities (Contact, Company, Opportunity, Ticket). If opened from an entity page, that entity is pre-linked.
4
Fill in type-specific fields (e.g. Call duration, direction).
5
Click Save.
EasyCRM checks: Subject 1–255 chars; at least one linked entity; type-specific validations. EasyCRM creates the Activity record. EasyCRM updates LastActivityDate on all linked entities to the activity date/time. Activity appears on the timeline of every linked entity.

Links the activity to both a Contact and an Opportunity. Activity appears on both entity timelines. Both entities' LastActivityDate updated.

Click Log Call from an Opportunity detail page. Pre-links the Opportunity and its primary Contact automatically.

If no entity is linked. EasyCRM shows: An activity must be linked to at least one record Save blocked.

SR tries to log an activity on a Contact they don't own. Access control check fails. A permission error.