Vital CRM
How do users export their work and notes?

1. Go to your profile and click [My Account > My working diary]



2. Export Task: Please click [Task], enter the information you want to query, after confirm then submit  [Export Excel File]



3. Export Notes: Click [Notes], enter the information you want to query, then [Export Excel File]

[My Account > My working diary > Notes / Task > Export Excel File]
https://faq.vitalyun.com/EN/CRM#4016
I added a note for a member of the website affiliate. Why can't the member see it?
Vital CRM版本 3
Can I filter note by customer criteria?
Vital CRM版本 2
How do I set up note permission?
Vital CRM版本 2
How do I export notes?
Vital CRM版本 4
How do I assign and follow-up a task?
Vital CRM版本 2
How to pin an important note to the top of the page?
Vital CRM版本 2
How to set up note category?
Vital CRM版本 3
How do I add a customer note by phone APP?
Vital CRM版本 3
How do I follow-up my Notes?
Vital CRM版本 2
Can I see if someone left a message in a note?
Vital CRM版本 2