Vital CRM
How do I add tags for customers who attend the specific events?

1. Go to [Customer > More criteria]. Click [Case], choose your case/event in [Attend any of the Cases] / [Attend All Cases], and click [Search].




2. Customers fitting your specified criteria will be displayed. Click on [Actions on Customer(s) > Add Tag(s)] from the drop-down menu. Choose the tags you wish to add and click [Apply].



1. [Customer > More criteria > Case > Attend any of the Cases / Attend All Cases > Search] 2. [Actions on Customer(s) > Add Tag(s) > Apply]
https://faq.vitalyun.com/EN/CRM#3899
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Vital CRM版本 3
How do I send the notification email with ICS file to customers who attend the case/event?
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How do I add a batch of customers to an event?
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How to export the participants of a case?
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How can I export notes from an event?
Vital CRM版本 3
Can events be deleted?
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How can I set Event/Case ID?
Vital CRM版本 4