Vital CRM
How do I transfer customer access permission after the responsible person is not working with company anymore?

※Reminder: For changing account permissions please login with a system manager account.
1. Go to [Customer > More Criteria > More Search Criteria > can be viewed by account user (system administrator only)], choose the representative you want to give the access to, then click on search.

 
2. After the system lists the customer, you can transfer the permissions by clicking button on [Actions for Customer(s) ＞ Set Permissions].



 

[Customer > More Criteria > More Search Criteria > can be viewed by account user (system administrator only) > Search > Actions for Customer(s) ＞ Set Permissions]
https://faq.vitalyun.com/EN/CRM#3854
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