The Internal Note add-on for SuiteCRM helps you easily communicate with teammates in an organized way, without having to switch tabs to a different messaging program. Write daily, internal-only notes and keep everyone updated in one convenient place that is also related to the CRM record.
#3230 - Notification with internal popup
Good morning, we are completing the usability tests of the plugin in the trial period. We have verified that in order to make the names of the users to whom the note is addressed appear, they must be associated to the same security group otherwise they cannot be chosen (confirmed?). Does the possibility to mention a user in the note also follow some logic here? For example, out of 10 users I can only mention 4 and I don't understand why. Last thing is the internal popup notification supported? Because I see it only if a user is mentioned or if the user associated to the record is notified but does not appear to the user receiving the note.
Thanks
ps: The email address we have been suggested for 'crmsupport@brainvire.com' support does not work
3 years ago
We have verified that in order to make the names of the users to whom the note is addressed appear, they must be associated to the same security group otherwise they cannot be chosen (confirmed?) - Yes for that we need to give custom solutions.
Does the possibility to mention a user in the note also follow some logic here? - We can implement security group concept over here also.. currently its not.
internal popup notification supported? - Yes its possible.
Let me know your availability so we discuss more on call.
3 years ago
I explain myself better: - when I send a notification to a user is currently notified only by email, not with a popup, correct? The popup can only be seen if there is a user mentioned in the notification text, correct? Currently it seems that I can only send notifications to members of a security group, is it a bug of mine or does it work like that?
Thanks
3 years ago
When I send a notification to a user is currently notified only by email, not with a popup, correct? - Yes right
The popup can only be seen if there is a user mentioned in the notification text, correct? - Yes right
Currently it seems that I can only send notifications to members of a security group, is it a bug of mine or does it work like that? - Need to check with your CRM so let me know your availability.
3 years ago
Hi, Do you need a CRM system administration account for the check?
3 years ago
I would suggest lets go on call and discuss all the points so you got more clarity on this.