Collaboration Board/Chat tool integrated within VTiger allows users to send direct & private group messages, create public channels/chat rooms and keep track of all the communication within VTiger. It’s a great tool for a team looking to collaborate within VTiger.
How to Associate Chats/Conversations
Open a customer record (you must be in customer record).
Click on the “Chat” icon.
It will give an option to link this chat to the opened record (Contact/Organization).