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Quick-log from entity detail page

User uses quick-action buttons on entity detail pages to log activities with pre-populated context.

When this happens: You click Log Call, Send Email, Create Task, or Add Note button on an entity page.

Step by step

  1. 1

    On a Contact detail page, clicks Log Call.

    EasyCRM opens the Call activity form with: - Subject pre-filled: Call with [Contact Name] - Linked Entity: Contact pre-selected. - If Contact has active Opportunities: both Contact and most recent Opportunity pre-linked. - Date/Time: now.

  2. 2

    Fill in call notes, direction, duration. Clicks Save.

    EasyCRM creates the activity. Both linked entities' timelines updated.

Other paths

Quick-log from opportunity

Click Log Call from Opportunity detail. Pre-links both the Opportunity and its primary Contact. Subject: Call with [Contact Name] — [Opportunity Name]

Quick-create task

Click Create Task from any entity detail page. Task form with entity pre-linked, Due Date defaulting to tomorrow.

Good to know

  • Context-aware pre-population reduces data entry.
  • Quick-log from Opportunity auto-links the related Contact.