Vital CRM
How do I set a task category or note category?

※ Task Category:
1. Go to [Settings] and click [Note] under [Customize Category]


2. You can add, modify or delete the categories of tasks.



※ Note Category:
1. Go to [Settings] and click [Note] under [Customize Category]

2. You can add, modify or delete the categories of notes.

Go to [Settings] and click [Note/Task Category] under [Customize Category] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4022
Can I see if someone left a message in a note?
Vital CRM版本 2
Can you assign another person responsible after assigning a task?
Vital CRM版本 2
How do I see all the notes about the customer, including the recent addition and past information?
Vital CRM版本 2
What is "Notes you're Following"?
Vital CRM版本 3
How do I see today's new note?
Vital CRM版本 2
What is the difference between Personal Note and Customer Note?
Vital CRM版本 2
Can Notes be imported together with customer data?
Vital CRM版本 3
Why can’t I see last year's note attachments with APP2 after renewal?
Vital CRM版本 2
How do I link a URL to my note?
Vital CRM版本 2
How do I use Notes?
Vital CRM版本 4