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).
- Click on that option to link the chat.
- It has now been linked.
- You can then see the chat in the record as well.
For further help, contact us on [email protected]. We’ll be glad to be off service.