vtiger comments

Public & Private Comments in VTiger

October 25, 2016
Article
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.    

VTiger Rich Text/HTML Comments

July 18, 2016
Article
One of the productive features of VTiger includes the running comments/notes tab for each record. It’s mostly used to post notes, record details from calls/meetings, or any information related to the record which does not belong in fields. We were asked to customize the VTiger comments section to make it even more useful! First, we added a date & time fields, meaning that before posting each comment, you can backdate or post it in the future data. It is very useful for the businesses who want to keep their notes intact and who can’t necessarily post the notes at the time the action is being taken place. Our customization allows the user to change the comment date/time as needed. Secondly, we added the ability to format the text, meaning that the comments posted are in “Rich Text” format, which allows users to add bullet points, images, underline, highlight the text and much more! We used CLKEditor which