Hi All,
I'm looking for some guidance in regards to Cases and Case Notes. We need a way to mark Case Notes as public or private so that internal notes between Customer Service Representatives are not displayed on the Customer Portal if we choose so.
I have an idea on how to do this but I'd like some verification. I assume I can create a custom attribute called lets say 'Public' for the Note Entity which can be set with a custom field on a CRM form. Then somehow filter Case Notes in the Customer
Portal based on this custom attribute.
What are your thoughts on this? Can this be achieved easily? Do you see any issues with this? Thanks in advance.
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