Comments is one of the most commonly used modules in VTiger. It allows to create a note/comment on any record, search and report by it. One of the common requests we get is to allow comments to be shared with just certain people or make them private all together.
We customized VTiger Comments section and added ability to set comments as “Public” or “Private”. As part of the customization, we created a separate roles/group of people who can only see the “Private” comments, while all the other users can only see “Public” comments. In addition, we added ability to only show “Public” comments to customer portal users. This helps to keep the internal notes in the comments section and prevent your customers from seeing sensitive/irrelevant information.
Each business uses comments slightly differently and this is a great example. Please contact us if you have any VTiger customization requests.
3 Comments
Hiya this private and public boxes do not show for me, am i missing something? is there something that needs to be installed?
This is not available in standard vtiger. It was added as a customization, if you would like this feature added – please contact us!
Oh okay, yes we would like this added if possible, would you be able to let me know how we go about doing this please?