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.

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.

"Arthur" wrote:

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.

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.

"Arthur" wrote: