CiviCRM Community Forums (archive)

Hi gang,

I've noticed that although we can add custom data to almost everything, it doesn't seem that we can add them to notes.

I basically want some notes to be 'visible' to users of our proprietary platform that is a mix of Drupal & Civi, and other notes to be only visible to CiviCRM (office staff) users.

How can we modify/extend this to be the case? Will I have to resort to using activities as notes instead for users, or something?

Thanks in advance,

JohnFF

The reason at the time was that they seemed to do everything that we needed them to. However now we want to add a "visibility" level to them (do we want them to appear on our platform?).

Where can I find the notes' permissions settings?

It looks like we will have to switch to using activities, as that way we could have a custom field "privacy" and then just a check against that before displaying the notes.

Background:

So our charity works to facilitate state schools who wish to stay in touch with their old students. Teachers can sign in to our platform and view the "alumni" (former students) of the schools that they work for. They can search by name, qualifications, job, and education history. With this they can record ways that they've used the alumni and send messages to them. We've got CiviEvent and CiviMember in there as well. We send out annual SMS tracking surveys (most of the work that went into SMS between 4.2 and 4.3 was funded by my org).

Civi is where we store the data on the alumni. Drupal facilitates the logging in and the layout of the teachers' dashboard

Problem:

If we add notes about a former student, we want to be able to decide if those notes appear to the teachers in their dashboard or not.