The Chat Extension for EspoCRM is a powerful tool designed to help teams collaborate more efficiently by providing them with a set of bulletin boards, or chat boards, which can be attached to any EspoCRM entity. The boards are displayed as side panels in the entity’s detail display, where designated users can post comments and share information with each other.

The Chat Extension provides users with the ability to create up to three different types of chat boards for each entity. The first of these is the Activity Log, which is essentially a notepad where users can write notes about the entity. This can be particularly useful for keeping track of important details or documenting changes made to the entity over time.

The second type of chat board is the Private Chat, which is designed for internal users only. This allows designated team members to exchange messages regarding the entity without having to worry about external parties seeing the conversation. This can be particularly useful for discussing sensitive or confidential information related to the entity.

The third type of chat board is the Public Chat, which is designed for both internal and portal users. This allows all users who have access to the entity to exchange messages and collaborate with each other. This can be particularly useful for discussing ideas or brainstorming solutions, as it provides an open forum for everyone to contribute to the conversation.

Finally, the Chat Extension also includes a Team Board, which is linked to one or more teams and appears on the user’s home page. The Team Board can contain text, links, or images, and is designed to provide teams with a central location where they can collaborate and share information with each other.

In summary, the Chat Extension for EspoCRM is an essential tool for teams looking to collaborate more efficiently and effectively. With its powerful set of features and flexible design, it can be customized to meet the needs of any organization, large or small. Whether you need to keep track of important details, discuss sensitive information, or brainstorm solutions with your team, the Chat Extension has everything you need to get the job done.