Why “Comment Feeds” is a really popular feature.

In most CRM applications there’s normally some really useful functionality that allows you to record your ongoing interaction with clients. Same goes for many other applications such as Customer Support Systems, and Clinical Records Systems in hospitals that build up data over time.

CRM is already good at doing just this for customer facing “front office functions” such as Sales, Marketing and Support but things get a bit more problematic once you get to “back office” ones such Accounts, Buying or Operations etc.

Unfortunately life doesn’t always neatly fit into neat “front / back office” boxes. Particularly for smaller companies people may be, clients and suppliers, debtors and have really interesting sales opportunties all at once.

You want to record a comment in one place and maybe act upon it somewhere else or share it with someone in a different context.

This is where “comment feeds” come into there own. They pull together comments  from all over the place and make them visible in any chosen report and thus allow you to search them in any way you choose.

So if for example you had a idea / concern in a project the whole conversation can be seen in one place.

The screenshot below shows one example of this in action. By filtering on a client name I can see all the ongoing conversations we are having with them.

comments

To add a comment field to a table, in the admin interface, just select the type ‘comment feed’ when adding a field in the fields tab.

Some people will see Comment Feeds as just another feature, and that is fine. But for me I like to see it as another way in which agileBase can be used to break down silo thinking and help organisations that wish to adopt a more systematic or process orientated view of things.

Oh, and it is quite a fun thing to use!

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2 Replies to “Why “Comment Feeds” is a really popular feature.”

  1. I love the comments, but would love a larger field. Having said that, I think I like the way it records as read only with a time stamp and a who entered the comment. Perhaps this is a new field type, one that is only ‘updateable’

    1. Thanks Damian, I think you’re right about the field size, I will make it larger. The technical details aren’t mentioned in the post but there is a new field type, ‘comment feed’ that you can use when you’re adding fields to a table. This will put an always visible comments input box on the screen.

      Also, all comments entered against any field in the record are amalgamated into a hidden field in the table, so you can add them to a report, which is what Cliff’s done in the screenshot. One client has added comments to a report that syncs jobs to Outlook and iPhone calendars so they can see any job comments when they’re out and about.

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