Comments from NXT's Prospect Status field, in the Prospect Management tile, need to be exportable!

There are similar ideas for this upgrade dating back to 2019 (at least) on this platform. It's 2025, and when updating Prospect Status in the Prospect Management tile, we add Comments to the Prospect Status field justifying any status change/update. Unfortunately, it is not an option to include Prospect Status Comments in query output or in Exports. At present, the only option is to review these Prospect Status comments by drilling down into each individual record. Please upgrade NXT to make Prospect Status Comments exportable. Thank you.

  • Kimberly Ordunio
  • Mar 3 2025
  • Reviewed: Voting Open
Reporting and Analysis
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  • Guest commented
    22 Sep 19:20

    Agree with the above comment. If we are able to query/output this field (why did the status change) it would eliminate having to add this information info another field in RE where we have the ability to query on it. Why would you add a field that is only good if you go into each record.

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