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Exporting or reporting on Comment Log field

Hugo Geyskens

Hi there,

I've found some pages here from 2 years ago asking about the possibility to export the Comment Log field.

(f.i. https://sugarclub.sugarcrm.com/explore/help-forums/enterprise-professional/f/enterprise-professional-questions/6292/comment-log-reporting)

Now 2 years down the road, is there something improved on behalve of 'easy access' of the Comment Logs ?

Back then the solution was to extract the Comment Logs via advanced reporting.

Bye now

Hugo

Parents
  • 0

    Colleagues, let me pose a question in this context:

    Do you consider the comment log an evil tool for users - an unstructured, notepad-like chronological mess that caters to lazy habits? A space where users are allowed to skip logging calls, scheduling meetings, managing tasks, or enriching profiles while nurturing leads and developing customers - just dropping comments instead?

    In such setups, it seems there may be no CRM data model at all - just a contact card with sociographic fields and a vague commitment to dump everything into its comment log.

    So, if users are permitted to comment on a record instead of engaging with a structured CRM data model, what value can reporting on that messy comment log actually bring?

    Thanks,

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • 0

    Colleagues, let me pose a question in this context:

    Do you consider the comment log an evil tool for users - an unstructured, notepad-like chronological mess that caters to lazy habits? A space where users are allowed to skip logging calls, scheduling meetings, managing tasks, or enriching profiles while nurturing leads and developing customers - just dropping comments instead?

    In such setups, it seems there may be no CRM data model at all - just a contact card with sociographic fields and a vague commitment to dump everything into its comment log.

    So, if users are permitted to comment on a record instead of engaging with a structured CRM data model, what value can reporting on that messy comment log actually bring?

    Thanks,

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Children
  • 0 in reply to Dmytro Chupylka

    Hello  

    I understand your objection, but I'd like to offer a different perspective.

    The success of CRM systems hinges on user adoption. From my experience, I know that users prefer solutions with the lowest possible threshold. We use the comment log, for example, by discussing opportunities with the Focus Drawer during pipeline meetings, giving us a quick overview of current activities and the status of sales opportunities. It also allows us to make spontaneous, transparent, visible notes. If desired, the comment log can be evaluated and summarised using AI. 

    Cheers,
    Steffen