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  • Private notes on a contact

    Hi, now that I am getting more and more into customization with Espo CRM: I love it! Thanks to the developers!

    One question: is it possible to define a custom text field on a contact that only the logged in user can see? I understand that I can make fields visible based on conditions. But would I have to define then as many text fields as there are users?

    Thanks
    Christoph

  • #2
    Hello,
    > One question: is it possible to define a custom text field on a contact that only the logged in user can see?
    There is no such possibility.

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    • #3
      Hi Christoph,


      You can create a custom entity of Event type and add it to History panel (at Administration > Settings > History Entity List). Setup roles so that users be able to see only own records;

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