Vital CRM
How to export notes?

1. Please click [Settings>Import/Export>Notes Import].
2. Please [Fetch empty template file] after entering the edit screen, and input data according to fields. Please note that fields cannot be deleted. Moreover, please choose [Rules of Import] before uploading the files. If there’s need for setting up permissions, please check [Customize Permissions] at the bottom; after confirming the data are correct, you are able to import to the system.

*If the fields are not original fields of the template, the function of field corresponding will automatically show after clicking [Import]. After choosing the correct fields, the system will more accurately compare the field; if the data are input based on template field, please check if corresponding field is correct.