Vital CRM
How do I add Cases?

In the [Case] tab, fill in the activity information on the right side of the screen including the event name, the activity period, the place and description and permission settings. After double checking the information, click [Save].

In the [Case] tab, fill in the activity information on the right side of the screen including the event name, the activity period, the place and description and permission settings. After double checking the information, click [Save].
https://faq.vitalyun.com/EN/CRM#3898
How can I assign someone responsible (assignee) for certain data?
Vital CRM版本 3
How do I send the notification email with ICS file to customers who attend the case/event?
Vital CRM版本 5
How do I add a batch of customers to an event?
Vital CRM版本 3
How can I add participants to a case/event?
Vital CRM版本 4
How do I add tags for customers who attend the specific events?
Vital CRM版本 3
How to export the participants of a case?
Vital CRM版本 4
How can I export notes from an event?
Vital CRM版本 3
Can events be deleted?
Vital CRM版本 3
Why doesn't the system display the Case field after importing a customer list?
Vital CRM版本 3
How can I set Event/Case ID?
Vital CRM版本 4