Vital CRM
How do you set task categories or note categories?

[Settings > Customize Category > Task Type]




[Settings > Customize Category > Note]


[Setting > Customize Category] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#3893
Why can't I find the save or cancel buttons in the calendar?
Vital CRM版本 3
The Notification System for "Tasks (Calendar), Notes, and Social Media"
Vital CRM版本 4
How can I receive notifications about tasks and completions?
Vital CRM版本 4