CallFollowupTemplates
Defines reusable templates for generating standardized follow-up tasks after calls. The templates include predefined subjects, due durations, and task types to streamline rep workflows.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
System-generated unique identifier for the call follow-up template record. |
| Global ID | String | True |
Globally unique identifier automatically assigned by the system to ensure consistency across different environments. |
| Link | String | False |
System-generated URL or reference link used for accessing the specific template record. |
| Call Followup Template Name | String | False |
User-defined name for the follow-up template used to schedule post-call tasks. |
| Status | String | False |
Current lifecycle status of the template, such as Active, Inactive, or Retired. |
| Created By | String | True |
Username or identifier of the person who originally created the follow-up template. |
| Created Date | Datetime | True |
Date and time when the follow-up template record was first created in the system. |
| Last Modified By | String | True |
Username or identifier of the user who most recently modified the template. |
| Last Modified Date | Datetime | True |
Date and time of the last update to the follow-up template record. |
| Assign to Creator | Bool | False |
Indicates whether the task generated from this template should be automatically assigned to the template creator (true or false). |
| Days Before Due | Decimal | False |
Number of days in advance of the task's due date the task should be generated or triggered. |
| Default Task | Bool | False |
Boolean value specifying whether this template is set as the default follow-up task template. |
| Send Notification Email | Bool | False |
Specifies whether an email notification should be sent when the follow-up task is assigned or triggered (true or false). |
| Default Assignee | String | False |
Default user assigned to tasks generated from this template, typically defined by username or user ID. |
| Owner | String | False |
User or group ID representing the owner of the follow-up template record, typically responsible for maintenance or governance. |
| Legacy CRM Id | String | False |
Identifier used to map or reference this record in legacy Customer Relationship Management (CRM) systems for migration or integration purposes. |
| Language | String | False |
Language in which the follow-up template content is defined, useful for multilingual deployments. |
| Detail Group | String | False |
Associated detail group that categorizes or groups follow-up tasks for reporting or organizational purposes. |
| Account | String | False |
Reference to the account related to the follow-up task, typically linked to a healthcare provider or organization. |
| Product | String | False |
Name or ID of the product associated with the follow-up task, often used for product-specific follow-ups. |
| Assigned To | String | False |
User ID or name of the individual to whom the follow-up task is currently assigned. |
| Description | String | False |
Free-text description providing additional context or notes about the purpose and usage of the follow-up template. |
| Due Date | Date | False |
Date by which the follow-up task should be completed, calculated based on the 'Days Before Due' setting. |