Hi All,
I am Trying to create New Custom field same Beauvoir default comment log filed sugar crm 9.x.
any one any idea for how to create new custom comment log filed in module....
Thanks
Hi All,
I am Trying to create New Custom field same Beauvoir default comment log filed sugar crm 9.x.
any one any idea for how to create new custom comment log filed in module....
Thanks
Hi,
why Comment Log is NOT possible to include in a report or in the Historical Summary!
Regards
Hi,
why Comment Log is NOT possible to include in a report or in the Historical Summary!
Regards
Hi,
Have we ever seen reporting in Skype, Slack or by chat text?
Comment Log can work for posting and reading the stream of comments per single record from the context of that record -no more, no less
To focus on valuable info through records via reporting, it makes sense to ask report stakeholders in advance what types of key events they actually like to track and analyze with report
Then, to ensure a collection of historical key events for that reporting, e.g. with TimeLine Viewer
I hope this makes sense
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
I'm going to chime in here and say - I agree with you Renzo Leone; of course there's an expectation that Sugar should behave differently than Skype, Slack, and chat text: SugarCRM purposely strives to set themselves apart by thinking and moving beyond conventional boundaries.
OUR DILEMMA...documenting pci compliance for external audit, the Case Resolution field isn't a log format and is not time-stamped. Additonally, compliance dictates that the history not be editable. SOLUTION? Easy, they thought: use the Comment log. It's problematic now that they are culling examples however, because the value lies within the non-reportable Comments (unfortunately, they assumed if they saw it on the interface, it would be reportable).
Our system is used by all teams for all things, including an external Customer Case Portal, for Quote generation, Product Catalog, Terms & Conditions, Accounts, Contacts, Vendors, Integrations, Hosted Systems , Machines, Registrations, Events, Trainings, Tradeshows, Opportunities, Emails, Meetings, Calls, Reports, IT tickets, Notes, and many other custom modules with lots of processes. Because there are 158 users accessing most of the modules (which mostly relate to other modules) the Comments area, with its timestamp - and ability to notify - has become popular. Making it reportable could solve many additional issues besides the need to document compliance as well.
Open to ideas and suggestions
(Sugar Hosted / Serve.Sell )