Vital CRM
Description : Customer Query/Search (Criteria search and Keyword search)

In the system, you can use the search function to set various criterias for the fastest way to filter out the list of customers you need.

I. Criteria Search:

1. Go to [Customers > More Criteria]
2. You can choose the conditions you need by clicking the [V] sign on the right to show more criterias.


II. Keyword quick query:

On the top right of the system's homepage, by the magnifying icon. [Search Customer], click the inverted triangle button next to it to choose searching criteria which includes Customers, Company and Keywords.

You can use the search function to set various criterias for the fastest way to filter out the list of customers you need. (Please refer to FAQ.)
https://faq.vitalyun.com/EN/CRM#3863
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