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.