ERPNext Version 14 - Please explain new comment structure for Leads & Opportunities

philippm · August 3, 2023, 2:17pm

Hello everybody,

I just completed my update from version 13 to 14 and noticed that comments are now handled differently for Leads and Opportunities by using a new child DocType ‘CRM Notes’. I have the following questions:

Why was this change implemented? Whats the benefit of having the comments in this new tab instead of the timeline at the bottom of the document?
Why was this only changed in Lead and Opportunity and not every DocType? Now it is confusing for users where they can find the comments.
Is it possible to change it back to the regular timeline?
Is it possible to change other DocTypes to the new comment structure?

Many thanks in advance for any clarification!

philippm · August 3, 2023, 2:44pm

Just found the corresponding pull request:

github.com/frappe/erpnext

feat: CRM Cleanup with tab view and dedicated tab for open activities, tasks and notes

frappe:develop ← nabinhait:crm-enhancements

opened 05:23AM - 10 Jun 22 UTC

nabinhait

+1992 -763

- Tab View in Lead, Opportunity and Prospect form - Rearranged all existing f…ields - Added a few missing fields - A dedicated "Activities" tab to show all open tasks and events, as these are the most important thing in a CRM - Open Tasks - Open Events - All Activities - A dedicated tab for keeping notes - The open tasks/events and all the communications and notes synced between Lead, Opportunity and Prospect - A lead is disabled/read-only after being converted into an opportunity - All the linked leads and opportunities are listed under a prospect - Automatically create Prospect/Contact while making Opportunities from Lead #### Lead Form <img width="677" alt="Screenshot 2022-06-10 at 4 04 52 PM" src="https://user-images.githubusercontent.com/836784/173049178-a34470ba-e914-418c-86e9-cdcb1784ab45.png"> #### Opportunity Form <img width="1008" alt="Screenshot 2022-06-10 at 4 20 22 PM" src="https://user-images.githubusercontent.com/836784/173049837-66367294-ee4f-4b9f-9239-4a0a21c17a6f.png"> #### Prospect Form <img width="890" alt="Screenshot 2022-06-10 at 4 09 04 PM" src="https://user-images.githubusercontent.com/836784/173049244-0e5e1511-47a3-44ae-b233-d0112183a168.png"> ---- #### Activities Tab <img width="1207" alt="Screenshot 2022-06-10 at 4 04 17 PM" src="https://user-images.githubusercontent.com/836784/173048972-fdbd879f-cc84-4269-a4e8-7d5a9af6e2c3.png"> #### New Task <img width="1140" alt="Screenshot 2022-06-10 at 4 00 24 PM" src="https://user-images.githubusercontent.com/836784/173051141-76ed9a7b-54c4-41fc-8703-ed0fe25ddb73.png"> #### New Event <img width="1305" alt="Screenshot 2022-06-10 at 3 58 48 PM" src="https://user-images.githubusercontent.com/836784/173051078-c86fb9a7-9602-4ab4-9d0c-6b38fa7d6d30.png"> ---- #### Notes Tab <img width="1317" alt="Screenshot 2022-06-10 at 4 03 23 PM" src="https://user-images.githubusercontent.com/836784/173049023-b1b75b92-4026-4f0c-92b0-18af9f0fceb8.png"> #### New Notes <img width="1252" alt="Screenshot 2022-06-10 at 4 03 05 PM" src="https://user-images.githubusercontent.com/836784/173051010-9ae6c314-fcb5-4e96-b7ab-83a3646c99cb.png"> `no-docs`

Maybe the author nabinhait is able to chime in.

marshall · November 14, 2023, 1:20pm

I have the same question. I’m migrating from a different CRM system to ERPNext and it took me a while to figure out ‘CRM Note’ exists separately from ‘Comment’. What’s the benefit of this distinction?