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
How do I use note templates?
Vital CRM版本 2
How can I mention users in a Note?
Vital CRM版本 2
How to search notes without category?
Vital CRM版本 3
Can I choose a note template when adding a note in the App?
Vital CRM版本 3
How to search notes without category in the CRM App?
Vital CRM版本 2
Is there a character limit for notes?
Vital CRM版本 2
How do I add a customer note?
Vital CRM版本 5
How can I add a company note?
Vital CRM版本 4
How can I add a company note by phone APP?
Vital CRM版本 2
How do I add Notes?
Vital CRM版本 4