Vital CRM
How do I use the APP to view other people's note contents?

All business can be overseen through the APP, so if notes are set up for non-business individuals, how can the business view them?

Through the query function, you can view others who have notes set up.  Please refer to the following steps:

1. Select [Notes]


2. Please click [Conditions] to use the notes filter


3. In the [Creator] field, select a note creator, and this is how you can check the content of others’ notes.

Through the query function, you can view others who have notes set up. (Please refer to FAQ.)
https://faq.vitalyun.com/EN/CRM#5454
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