When a new case is set up, we need to let the parties involved with that case communicate privately and have their messages and shared docs only accessible to them? Like a shared, but private, message board. Is this possible without using an 'outside' tool?

  • Hi Aaron, interesting question - so like a 'room' for each case so a threaded or non-threaded discussion can occur? Nothing that refined and I assume having an Activity of type = Discussion, and, if using Drupal, then having a View that strings them together wouldn't suffice (but is how i would approach it in Drupal) – petednz - fuzion Nov 7 at 21:00
  • also just confirming that only those folk involved with the Case should be seeing any Case related Activities or Documents anyway – petednz - fuzion Nov 7 at 21:00
  • 1
    also be aware this is great for files on Cases - civicrm.org/blog/petednz/… – petednz - fuzion Nov 7 at 21:01
  • but is primarily built around Drupal webforms – petednz - fuzion Nov 7 at 21:01
  • sorry - just seeing the wordpress tag now – petednz - fuzion Nov 8 at 4:21

You can add BuddyPress in and with the additional BuddyPress CiviCRM plugins it will sync users. Think Facebook and you've got the idea. You can make things private or not, do PM's, do groups, etc.

Also take a look at iflychat. It's technically an outside tool but can be embedded in wordpress so appears as if it's part of the site. It can have private chat rooms and files. https://iflychat.com/installation/wordpress-chat-plugin. It also has drupal and joomla plugins.

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