Vital CRM
How do I search for customers through [Additional Field]?

1. Go to [Customer > More criteria]
2. Click [Additional Field], click [+Add], and select te additional field you want to add

[Customer > More criteria > Additional Field > +Add > select additional field]
https://faq.vitalyun.com/EN/CRM#3843
How to search for customer data according to groups?
Vital CRM版本 3
The iOS system has added a quick link. If the same phone number already exists in the system, will it be considered the same transaction or not?
Vital CRM版本 2
What do I do if the system does not respond after importing Customer data?
Vital CRM版本 2
How to classify multiple tags in customer data file when importing it?
Vital CRM版本 2
When importing customer data, how does the system compare company numbering?
Vital CRM版本 3
How to use birthday to search customers?
Vital CRM版本 2
What to do if I close the browser by accident while importing customer data?
Vital CRM版本 2
How does the system administrator update account information or change password?
Vital CRM版本 3
How to add notes and assign tasks in customer list?
Vital CRM版本 4
Can I upload files in CSV format?
Vital CRM版本 2