Fields in excel report

[Arthur]

I am trying to generate custom reports for my business contacts and I can't
seem to find a way to create a report that includes information that is
stored in the "comments" field on the details page. If there is a way to do
this, without having to run and SQL Query, I would greatly appreciate the
help.

 

[John Huang [MSFT]]

Hi Arthur,

You are right with that there is no "comments" field on BCM reports.
I would like to understand what you are trying to achieve by placing the
"comments" field on the report. Perhaps I can help you work out something
else that is acceptable?

Or at least I would like to understand where your stand point is, and
reflect that to the management team for the next version consideration.

 

[Arthur]

Hi John,

Thanks for your comments. What I am trying to achieve by putting the
"comments" field in the Business Contacts report is to allow my manager to
see some of the details of the follow-up calls I do with our sales leads. My
manager is basically looking for answers to three questions:

Who did you speak with? (Name, Company, other contact info)

When did you speak with them? (Date, time)

What did you speak about? (Comments)

So, as I am calling a sales lead, I have the contacts "General" page open to
review some of their information. As a discussion begins, I flip to the
"details" page where I enter comments about the discussion in the "comments"
field.

When I first started using BCM, I found it easiest to use the "comments"
field on the details page as it allows for the time/date stamp. I thought
that this would enable me to answer the "when" and "what" questions for my
manager without having to type in dates and times over and over.

However, having the date/time/comments all in the "comments" field that
cannot be used in a report has been frustrating. I've used categories as
much as possible to help differentiate client groups, however, more detail is
sometimes required.

Also for the time being, I have created custom user fields to try and
capture this information as well, but I still like the idea that you have
developed with the comments field.

Thanks again for your help.

Arthur

Hi Arthur,

You are right with that there is no "comments" field on BCM reports.
I would like to understand what you are trying to achieve by placing the
"comments" field on the report. Perhaps I can help you work out something
else that is acceptable?

Or at least I would like to understand where your stand point is, and
reflect that to the management team for the next version consideration.
--
John Huang [MSFT]

This posting is provided "AS IS" with no warranties, and confers no rights.

I am trying to generate custom reports for my business contacts and I can't
seem to find a way to create a report that includes information that is
stored in the "comments" field on the details page. If there is a way to do
this, without having to run and SQL Query, I would greatly appreciate the
help.

 

[John Huang [MSFT]]

Hi Arthur,

I have passed your comment to my team for future version concerns. Thanks
for being understanding and use the custom fields for this.

I can let you know if I hear back from my team with regards to why the
comments field was not included in reports.

Thanks,
John Huang [MSFT]

This posting is provided "AS IS" with no warranties, and confers no rights.

Hi John,

Thanks for your comments. What I am trying to achieve by putting the
"comments" field in the Business Contacts report is to allow my manager to
see some of the details of the follow-up calls I do with our sales leads. My
manager is basically looking for answers to three questions:

Who did you speak with? (Name, Company, other contact info)

When did you speak with them? (Date, time)

What did you speak about? (Comments)

So, as I am calling a sales lead, I have the contacts "General" page open to
review some of their information. As a discussion begins, I flip to the
"details" page where I enter comments about the discussion in the "comments"
field.

When I first started using BCM, I found it easiest to use the "comments"
field on the details page as it allows for the time/date stamp. I thought
that this would enable me to answer the "when" and "what" questions for my
manager without having to type in dates and times over and over.

However, having the date/time/comments all in the "comments" field that
cannot be used in a report has been frustrating. I've used categories as
much as possible to help differentiate client groups, however, more detail is
sometimes required.

Also for the time being, I have created custom user fields to try and
capture this information as well, but I still like the idea that you have
developed with the comments field.

Thanks again for your help.

Arthur

Hi Arthur,

You are right with that there is no "comments" field on BCM reports.
I would like to understand what you are trying to achieve by placing the
"comments" field on the report. Perhaps I can help you work out something
else that is acceptable?

Or at least I would like to understand where your stand point is, and
reflect that to the management team for the next version consideration.
--
John Huang [MSFT]

This posting is provided "AS IS" with no warranties, and confers no rights.

I am trying to generate custom reports for my business contacts and I can't
seem to find a way to create a report that includes information that is
stored in the "comments" field on the details page. If there is a way to do
this, without having to run and SQL Query, I would greatly appreciate the
help.

 

[Cedric]

Hi John,

We have a very similar need.

For each sales opportunity there are a few history items such as business
notes and phone logs, whose comment field is always filled.

We would like to do a list of all opportunities, and for each opportunity a
(very simplified) list of all history items sorted by date, e.g. history item
name & comment.

Could you please forward this to your team?
Thanks,
Cedric

Hi Arthur,

I have passed your comment to my team for future version concerns. Thanks
for being understanding and use the custom fields for this.

I can let you know if I hear back from my team with regards to why the
comments field was not included in reports.

Thanks,
John Huang [MSFT]

This posting is provided "AS IS" with no warranties, and confers no rights.

Hi John,

Thanks for your comments. What I am trying to achieve by putting the
"comments" field in the Business Contacts report is to allow my manager to
see some of the details of the follow-up calls I do with our sales leads. My
manager is basically looking for answers to three questions:

Who did you speak with? (Name, Company, other contact info)

When did you speak with them? (Date, time)

What did you speak about? (Comments)

So, as I am calling a sales lead, I have the contacts "General" page open to
review some of their information. As a discussion begins, I flip to the
"details" page where I enter comments about the discussion in the "comments"
field.

When I first started using BCM, I found it easiest to use the "comments"
field on the details page as it allows for the time/date stamp. I thought
that this would enable me to answer the "when" and "what" questions for my
manager without having to type in dates and times over and over.

However, having the date/time/comments all in the "comments" field that
cannot be used in a report has been frustrating. I've used categories as
much as possible to help differentiate client groups, however, more detail is
sometimes required.

Also for the time being, I have created custom user fields to try and
capture this information as well, but I still like the idea that you have
developed with the comments field.

Thanks again for your help.

Arthur

Hi Arthur,

You are right with that there is no "comments" field on BCM reports.
I would like to understand what you are trying to achieve by placing the
"comments" field on the report. Perhaps I can help you work out something
else that is acceptable?

Or at least I would like to understand where your stand point is, and
reflect that to the management team for the next version consideration.
--
John Huang [MSFT]

This posting is provided "AS IS" with no warranties, and confers no rights.



:

I am trying to generate custom reports for my business contacts and I can't
seem to find a way to create a report that includes information that is
stored in the "comments" field on the details page. If there is a way to do
this, without having to run and SQL Query, I would greatly appreciate the
help.