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
Can I send an SMS directly from the customers list after filtering the tags?
Vital CRM版本 3
How to use the "External ID" search criteria for customer list queries?
Vital CRM版本 3
How to set up 'My Filter'?
Vital CRM版本 5