Help! How do I make Private Notes work?

Deb W.
Deb W.
@deb-w
7 years ago
136 posts
I would like to be able to send private notes to individual members. I would also like to give my hosting team the ability to do that with new members. I have already created a quota specifically for the hosting team. Can you tell me how to set that up? I can't seem to figure out how private notes work.
updated by @deb-w: 01/02/18 10:05:53PM
paul
@paul
7 years ago
4,326 posts
ACP=>Communication=>Private Notes=>Quota Config tab
Select the 'Hosting Team' quota and uncheck the Followers Only checkbox.
hth


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Paul Asher - JR Developer and System Import Specialist
Deb W.
Deb W.
@deb-w
7 years ago
136 posts
I did that... Then how does the hosting team send a private note? I can't figure out where that would be.
paul
@paul
7 years ago
4,326 posts
From their profile page. Hover over the profile image in the top bar and a drop down will show. The Private Notes link is in that.


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Paul Asher - JR Developer and System Import Specialist
Deb W.
Deb W.
@deb-w
7 years ago
136 posts
Never mind.... I think I figured it out. It's a button under my name in the main menu, isn't it?

What I would like the hosting team to be able to do is to go to the person's profile page and send them a message (either public or private, we don't care which) from their profile page. What is the best way to do that?
Deb W.
Deb W.
@deb-w
7 years ago
136 posts
Hi Paul - Just saw your reply but I'm still a little confused. If I (Deb) wanted to send a private note to you (Paul), I would go to your profile page (Paul's) and hover over your profile image and a drop down image would show up? if that's what you're saying, then nope, it's not working on my site. I'm using Sage for a skin if that makes a difference.

paul:
From their profile page. Hover over the profile image in the top bar and a drop down will show. The Private Notes link is in that.
paul
@paul
7 years ago
4,326 posts
You'd want to put a link on the profile pages that only shows to Hosting Team users that links to http://yoursite/note/new
hth


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Paul Asher - JR Developer and System Import Specialist
Deb W.
Deb W.
@deb-w
7 years ago
136 posts
paul:
You'd want to put a link on the profile pages that only shows to Hosting Team users that links to http://yoursite/note/new
hth


Any tips on how exactly I do that? Remember who you're talking to here, Paul. It's Deb, the accidental techie. ;-) So if you can be precise, that would be appreciated.
Deb W.
Deb W.
@deb-w
7 years ago
136 posts
We were thinking about using the Guestbook, but if I understand that module correctly, it doesn't allow for someone to respond to something posted in their guestbook, does it?
paul
@paul
7 years ago
4,326 posts
Deb W.:
We were thinking about using the Guestbook, but if I understand that module correctly, it doesn't allow for someone to respond to something posted in their guestbook, does it?

Not by default it doesn't. But you could add comments to each guestbook entry with a bit of template work. What I'd do is create an 'item_detail.tpl' template for the guestbook module to show individual entries and include the Comment Form in that. the 'item_list.tpl' template would then be modified so that each entry links to its own detail page.


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Paul Asher - JR Developer and System Import Specialist
Deb W.
Deb W.
@deb-w
7 years ago
136 posts
paul:
Deb W.:
We were thinking about using the Guestbook, but if I understand that module correctly, it doesn't allow for someone to respond to something posted in their guestbook, does it?

Not by default it doesn't. But you could add comments to each guestbook entry with a bit of template work. What I'd do is create an 'item_detail.tpl' template for the guestbook module to show individual entries and include the Comment Form in that. the 'item_list.tpl' template would then be modified so that each entry links to its own detail page.

Let me sound out the team on this and see what they say... I'll be back with more questions about this tomorrow.
Strumelia
Strumelia
@strumelia
7 years ago
3,603 posts
Deb, maybe you know all this already, but... the normal/default way to write a message to any member (provided you do have quota permission, are an Admin, or are two members 'following' each other) is not to first go to their profile page (like on Ning). It's to follow that dropdown link from your name at top... to your Private Messages page. From there, you would click the New Message button, and then from there you'd start typing the profile name in the "Recipient" textbox... and autofill would pull up a list of choices based on what you're typing.
I just wanted to be sure you know how the default is set up before you start coding in custom stuff.


--
...just another satisfied Jamroom customer.
Migrated from Ning to Jamroom June 2015
Deb W.
Deb W.
@deb-w
7 years ago
136 posts
Thanks, Strumelia - I figured that one out. I just wanted to see if there was an easier way for our hosts to welcome people. so they get a notice of a new member and then they go straight to that person's profile to see who they are and to say hi. I can see how that might work from the Private Notes tab in the menu. Just trying to wrap my head around it so I can explain it to our very non-techy crew. :-)

Thanks!