Vital CRM
Customer Form - How can I set the additional fields of customer notes file attachmennt in Customer Form?

In the customer form, there is a "Customer Note Attached File" field. This field must be used together with the "Customer Note" field, so that the file can be attached to the customer note.

*Note that only one "customer notes file attachmennt" field can be added to a single form.

This button can be found in the drop-down menu of the Fields option:


Fill in the screen as follows:



After filling and submiting, the system will collect customer information into the CRM system and create a note with additional files. As shown below:

In the customer form, there is a "Customer Note Attached File" field. This field must be used together with the "Customer Note" field, so that the file can be attached to the customer note. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4255
客戶收集器-如何設定客戶記事附加檔案的欄位？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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