Vital CRM
Can I upload photos or pdf files in the order records?

When adding an order record, you can attach a file, as shown in the figure below. After filling the order information, you can click [select the file] to upload, and save.

＊Please note that there is no additional file function for new purchases in the APP. If you want to use a mobile device to upload files, please go to the web version to operate.

After filling the order information, you can click [select the file] to upload, and save. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4156
請問在消費記錄裡，可以上傳照片或pdf檔嗎？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
Can I input decimals in the amount of order or opportunity?
Vital CRM版本 2
How do I edit/modify product categories in batches?
Vital CRM版本 4
How do I add new product to [order]?
Vital CRM版本 3
Why is order details not exported in Order Export?
Vital CRM版本 2
How do I search which of the customers bought the product?
Vital CRM版本 2
How can I set up the permissions for people who can import order data?
Vital CRM版本 2
How to search data according to created date of order?
Vital CRM版本 2
How do I import order data of company?
Vital CRM版本 3
I would like to update the order records of the same Order No. by importing, why do previous records disappear?
Vital CRM版本 4
What to do if I close the browser by accident while importing order data?
Vital CRM版本 2