Private notes on a contact

[harrytruman]

Hi Paulina, this looks great. Thanks for pointing me in the right direction. I'll give it a try.

[Paulina]

Hello, maybe this extension can help you https://osomcrm.com/product/internal...in-any-entity/

[harrytruman]

Hello, just bumping this question back to the team. Has anyone uncovered any new ideas for adding a notes field (to accounts, contacts, etc.) that is private and only visible to the logged in user?

[punkyard]

that would be awesome though ^^ very useful field when working in teams

[yuri]

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;

[Maximus]

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.

[chrismc]

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