Vital CRM
Why doesn't the system display the Case field after importing a customer list?

You need to first create an case within the system, and then use the case field to import members for that activity. If you haven't created a case within the system beforehand, the system won't be able to find a matching activity to associate the data with.

You need to first create an event or activity within the system, and then use the Event field to import members for that activity. If you haven't created an event within the system beforehand, the system won't be able to find a matching activity to associate the data with.
https://faq.vitalyun.com/EN/CRM#4454
為何匯入客戶名單後，系統沒有顯示事件/活動欄位？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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