Export lead records including comment log

RE: Export lead records including comment log

Oliver Kaerhoeg — Thu, 03 Aug 2023 06:11:00 GMT

Great! Thank you so much for this.

RE: Export lead records including comment log

Andre Serrazina — Wed, 05 Jul 2023 14:43:17 GMT

Oh great! this is actually a better idea Chris Raffle

RE: Export lead records including comment log

Chris Raffle — Wed, 05 Jul 2023 14:40:09 GMT

Hi Oliver Kaerhoeg,

If you or your company does not have expertise to leverage the API mentioned in Andre Serrazina's suggestion, another alternative is to create a custom query in Sugar's Advanced Reports module. Once a custom query is generated, you can export out the results of the comment log entries for associated leads. Here is a query that will give you all comment log entries related to existing leads in your CRM:

SELECT 
    cl1.date_entered, 
    u1.user_name created_by, 
    cl1.entry, 
    clr1.record_id lead_id 
FROM 
    commentlog cl1 
INNER JOIN 
    commentlog_rel clr1 ON cl1.id = clr1.commentlog_id 
INNER JOIN 
    leads l1 ON clr1.record_id = l1.id 
LEFT JOIN 
    users u1 ON cl1.created_by = u1.id 
WHERE 
    cl1.deleted = 0 AND clr1.deleted = 0 AND l1.deleted = 0 AND clr1.module = 'Leads' 
ORDER BY 
    clr1.record_id ASC;

Please note that the comment log entry text will contain abstract references if users mention another user or record in the comment log text. For instance, if someone tagged another user in the comment log, the text will have "@[Users:<users database GUID>]" in place of where the visual comment log would show that user's name. The same syntax is followed when linking other records in the comment log (e.g. @[<module name>:<record database GUID>]).

Chris

RE: Export lead records including comment log

Andre Serrazina — Wed, 05 Jul 2023 10:46:31 GMT

Hello Oliver Kaerhoeg,

Exporting or reporting on the Comment Log is currently not available out of the box in the Sugar Graphic user Interface.
This is documented in the following open ideas:

https://portal.sugarondemand.com/#supp_Bugs/82072
https://portal.sugarondemand.com/#supp_Bugs/83295

If in your team you have a resource experienced with API's you could leverage the Sugar REST API to retrieve and export this data.
With the following endpoint, you can retrieve the comment log of a specific Lead record.

https://<SugarURL>/rest/v11_20/Leads/<LeadID>/link/commentlog_link

Let me know if this helps.

André