Vital CRM
How to use iPhone for the CRM APP check-in function?

CRM APP has a check-in feature that is integrated into the mobile phone's GPS system; please check if location services are on.

For instance, if you have an iPhone, the following steps should be followed in order to turn on location services: [Settings > Privacy & Security > Location Services > Vital CRM > While Using the App].

Turn on the Vital CRM check-in feature.

*Reminder: The check-in feature can also be used with "customer notes".

CRM APP has a check-in feature that is integrated into the mobile phone's GPS system; please check if location services are on.
https://faq.vitalyun.com/EN/CRM#5499
How do I add a customer note by phone APP?
Vital CRM版本 3
After my LINE official account is linked with CRM, can I still use the LINE official account app to chat with customers?
Vital CRM版本 2
Why can't my CRM App save the business card recognition?
Vital CRM版本 2
Why can't my CRM App check-in be located?
Vital CRM版本 2
Can I choose a note template when adding a note in the App?
Vital CRM版本 3
How to search notes without category in the CRM App?
Vital CRM版本 2
How can I set calendar tasks in APP to be sorted by due date?
Vital CRM版本 2
How do I log out of the APP?
Vital CRM版本 2
How can I specify the effective date when editing customer/company information in the App?
Vital CRM版本 3
How can I add a company note by phone APP?
Vital CRM版本 2