Vital CRM
How to check if a customer is a relative or friend?

1. Go to [Customer > More criteria]
2. Click [Customer information], expand [v] on the right, and enter the number on [Has at Least Relatives and Friends] to search for customer's relatives

[Customer > More criteria > customer information > enter number on "Has at Least Relatives and Friends"]
https://faq.vitalyun.com/EN/CRM#3837
How do I add an important date to customers?
Vital CRM版本 4
When exporting information using the Chrome browser, a "Window is blocked" message may appear. How can this be resolved?
Vital CRM版本 3
How do I customize the categories of important dates?
Vital CRM版本 5
How to export my customer data?
Vital CRM版本 5
How to classify the fields with multiple data of customer data file when importing it?
Vital CRM版本 4
How to renumber lots of customer numbers at a time?
Vital CRM版本 4
How to show nickname on my customer list?
Vital CRM版本 3
How to view a customer’s relatives and friends network diagram?
Vital CRM版本 4
How to add relatives or friends to a customer?
Vital CRM版本 4
How can I know the tag distribution of customer data?
Vital CRM版本 3