When I try to create a lead log using the API (Freshworks), it returns an error that an email is required. Additionally, it allows creating a new lead log without a phone number if only an email is provided. It also creates a new lead log when a different email is used, even if the phone number is already have in the existing lead.
Is there a solution to make the phone number a mandatory field while making the email optional?
Hi @HarishGarg
Go to Admin>Search for Contact.
Select “Email” > uncheck Unique or required.
Select “Work” or “Mobile” Phone Number
and check the Required or Unique field box to make mandatory.
Thank you for your response and the provided solution. The issue has been resolved successfully.
Glad to hear the issue has been resolved.
Thank you @HarishGarg
Thank you for your previous response; it was very helpful.
I have another question I hope you can help clarify.
When I create a manual log, it only captures the call direction (Outgoing/Incoming). How can I log additional details, such as call timing, duration, missed calls, call recordings, etc.?
I created the log by referring to this document: Freshsales | Refreshingly new CRM & Deal Management Software
Hi @HarishGarg
It only captures the call direction by default. You can dynamically pass the required details under manual log notes object
Okay, thank you. It was helpful to us.
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