Vital CRM
How do I filter and export customer information by create date?

1. Go to [Customer > More Criteria]
2. Choose the date range on [Date Created], click [Search] on the right.


3. In the top right corner, choose [Export Excel File] under the [Actions for Customer(s)] drop-down menu.

[Customer > More Criteria > Date Created > Search > Actions for Customer(s) > Export Excel File]
https://faq.vitalyun.com/EN/CRM#3857
Can I send an SMS directly from the customers list after filtering the tags?
Vital CRM版本 3
How to use the "External ID" search criteria for customer list queries?
Vital CRM版本 3
How to set up 'My Filter'?
Vital CRM版本 5