Vital CRM
How can I set Event/Case ID?

＊Note: This function can only be used by system administrators.

Click [Settings > System > System Settings > Numbering > Case/Event], you can tick "Enable Event/Case Numbering", "Enable Event/Case Automatic Numbering" and set rules here.


After the ID is enabled, the ID field can be specified when adding an event/case, and the related event/case can also be specified by the ID when importing potential business opportunities.

[Settings > System > System Settings > Numbering > Case/Event > Enable Event/Case Numbering] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4465
如何設定事件活動編號？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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