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Participants Database
Notes field (6 posts)

  1. ecn
    Member
    Posted 2 years ago #

    I would like to know if there is a way to add a notes field to the records, such as a CRM system would offer, where admin or other logged-in users can add notes about a contact.

    http://wordpress.org/extend/plugins/participants-database/

  2. xnau
    Member
    Plugin Author

    Posted 2 years ago #

    ecn,

    It's easy, you can create a group that is just for the admins to see where notes about a records can be kept. The "admin" group in the default dataset is an example of this.

  3. ecn
    Member
    Posted 2 years ago #

    I am afraid I'll need more clarification on this. The only option I could see in the admin field was for a text area.

    What I need is an area for our users to update their notes about contact with the participant which would include a time stamp and author's name (the one that writes the note) as well as the text of the note and ideally some categories (call, meeting, follow-up, etc.).

  4. xnau
    Member
    Plugin Author

    Posted 2 years ago #

    Yes, you can do this, just set those fields up in the admin group (if you haven't deleted it) and they will only be visible to admin users. If you need to create a new group, just make sure the "display" checkbox is unchecked.

    You won't be able to add an automatic timestamp to the notes--unless you add some javascript that drops a timestamp into the notes field.

  5. ecn
    Member
    Posted 2 years ago #

    So the text area would just be used and added to in a long strip?

  6. xnau
    Member
    Plugin Author

    Posted 2 years ago #

    Yes, that's correct. It's not practical to have a new field created every time someone wants to add a note.

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