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Private notes on a contact

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

    Leave a comment:


  • yuri
    replied
    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;

    Leave a comment:


  • Maximus
    replied
    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.

    Leave a comment:


  • chrismc
    started a topic Private notes on a contact

    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
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