Call Info Pane
Company Admin only
Configure what appears in the right-hand panel during an active call. Changes apply to every user in your company.
Prerequisite: NetSuite must be connected and verified (Settings → Integrations → NetSuite).
Call Fields
Settings → Call Fields
Call Fields control which NetSuite record fields appear in the active-call panel.
Three system fields are always present and cannot be removed:
| Field | Purpose |
|---|---|
| Contact | Linked NetSuite contact |
| Company | Linked NetSuite company |
| Notes | Free-text call notes — auto-saved to the NetSuite call record |
Adding a custom field:
- Click Add field.
- Select a NetSuite record type and field from the dropdowns.
- Set a display label.
- Click Save.
Reordering: Drag a field row up or down. The order here is the order users see during a live call.
Editing: Click the pencil icon on any field row. Use the refresh button (↺) to re-fetch field metadata from NetSuite.
Deleting: Click the delete icon on any custom field row. System fields (Contact, Company, Notes) cannot be deleted.
Info Links
Settings → Info Links
Info Links are buttons shown at the bottom of the active-call panel — for example, Open in NetSuite or View in Salesforce.
Each link has:
| Property | Description |
|---|---|
| Label | Button text shown during a call |
| URL Template | URL with {field} placeholders, e.g. https://system.netsuite.com/app/crm/contact.nl?id={contact} |
| Category | Groups links visually in the panel |
| Visibility | When the link appears (see below) |
Visibility rules:
| Rule | Behaviour |
|---|---|
| Always visible | Shown regardless of whether placeholder fields have values |
| Hide when dependent fields missing | Removed entirely if any placeholder field is empty |
| Disable when dependent fields missing | Shown but greyed out if any placeholder field is empty |
Placeholder prerequisite
Available placeholders correspond to your configured Call Fields. Add the relevant Call Field before referencing its {placeholder} in a URL template.
Reordering: Drag a link row up or down. The order here is the order buttons appear during a call.