Vital CRM
How to set permissions when adding a task in the APP?

When editing the calendar, click on the permission settings at the top of the screen to choose the access permissions for this task (or appointment). Note that if no specific permissions are set for this task (or appointment), the permissions will be the same as those selected for the customer.

When editing the calendar, click on the permission settings at the top of the screen to choose the access permissions for this task (or appointment).
https://faq.vitalyun.com/EN/CRM#5505
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