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Contacts (Customers) Report Showing Notes and Comments

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Posted on by john.ellis

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Hi:

In Business Central's CRM piece, the Contact Card contains a section in the middle that saves Interactions along with its associated comments.

And, as we know, customers are contacts along with vendors and banks.

Are we able to pull an historical customer report where we can pull in and see all objects such as Comments associated with customer contacts?

If so, can this only be done as a report per customer or could we pull all customer contacts into one report?

Thank you!

John

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Dynamics 365 Business Central

Dynamics 365 Business Central

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JAngle 157 on at

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With your reporting tool of choice I would put something together that surfaces data from Inter. Log Entry Comment Line (5123) and Rlshp. Mgt. Comment Line (5061). It’s possible to have comments on tasks, linked to opportunities, if you have data there too. Table 5061 has the relevant data to the contact but table 5123 on its own doesn’t. You’ll need Interaction Log Entry (5065) present in the dataset too

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