Vital CRM
Maintaining Customer Business Cards and Attachments in the App

When maintaining customer data, you can simultaneously include customer business cards and attachments.

  • Click the edit button to the right of the business card on the customer data maintenance page to edit the customer's business card information.
  • Click the edit button to the right of the attachment on the customer data maintenance page to edit the customer's attachment information. Additionally, you can edit customer attachments when viewing them.






Click the edit button to the right of the business card on the customer data maintenance page to edit the customer's business card information. Click the edit button to the right of the attachment on the customer data maintenance page to edit the customer's attachment information. Additionally, you can edit customer attachments when viewing them.
https://faq.vitalyun.com/EN/CRM#5466
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