Vital CRM
How can I view the status of my business' current tasks?

1. Go to [Settings] then select [Working journal] under [Import/Export].


2. In the [Task] tab, input search criterias to filter out the desired data then click [Export Excel File] to export the data.

[Settings > Import/Export [Working journal] > Task > Export Excel File]
https://faq.vitalyun.com/EN/CRM#4076
What to do if I close the browser by accident while importing customer data?
Vital CRM版本 2
Can I export notes created only by personnels from a single department (group)?
Vital CRM版本 2
Can I export notes that is created by other users?
Vital CRM版本 2
How can I import accounts?
Vital CRM版本 2
Can the system accept merged fields from the excel file for importing customer data?
Vital CRM版本 2
How do I import products?
Vital CRM版本 3
How can I import assignee (person responsible for)?
Vital CRM版本 2
Can I export specific note types (Customer/Company/Opportunity/Event/Personal)?
Vital CRM版本 3
Which fields are required when importing customers?
Vital CRM版本 2
How to count the number of calls made by business personnel?
Vital CRM版本 3