Vital CRM
How to add customers list from the customer form to be straightly added into Case?

Combine the customer form with "Case" to manage the customer list more clearly.

First, you must add a "Case" in the system, then add a customer form. In the drop down the menu of the "Case" column, you can choose the "Case" you just added. Every new customers that fills in the information will be automatically added to that case.

First, you must add a "Case" in the system, then add a customer form. In the drop down the menu of the "Case" column, you can choose the "Case" you just added. Every new customers that fills in the information will be automatically added to that case. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4095
Is the Customer Form only available to the System administrator to use?
Vital CRM版本 2
Why is my customer from the New Customer Form not displayed on the customers list?
Vital CRM版本 2
Can I set a notification for when New Customer Form added people to the customers list?
Vital CRM版本 2
How can I add another field in customer form?
Vital CRM版本 2
How to set customer form fields as required?
Vital CRM版本 2
How do I get the system to automatically send emails upon completion of questionnaires?
Vital CRM版本 3
How can I export the list of responses from customer form?
Vital CRM版本 2
Customer Form - How can I set the additional fields of customer notes file attachmennt in Customer Form?
Vital CRM版本 2
How to add a "Tag Menu" in the Customer Form?
Vital CRM版本 2
How to add a "Tax ID Number" field in the Customer Form?
Vital CRM版本 2