Vital CRM
How do I generate important dates reminders or assign work?

[Important dates] can be used to make reminders so that you won't forget to assign works or to send emails, renew contacts etc.

1. Click [Create Task] when you add or edit an important date. 


2. You can assign a person in charge here and set a reminder for however many days before the important day. (To set the reminder on the date, enter "0" days.)

[Edit ImportantDate > Add > Create Task]. Please refer to FAQ.
https://faq.vitalyun.com/EN/CRM#3864
How do I transfer customer access permission after the responsible person is not working with company anymore?
Vital CRM版本 4
I deleted an order record after I reviewed the customer’s purchasing record. Why is the customer’s order information completely deleted?
Vital CRM版本 5
How do I add customers?
Vital CRM版本 4
How do I give customer tags?
Vital CRM版本 3
How can I upload and edit customer profile picture?
Vital CRM版本 3
How do I import customer data from an Excel file?
Vital CRM版本 5
How do I import customer data from Google Forms?
Vital CRM版本 3
How do I import customer data from Gmail contacts?
Vital CRM版本 5
How do I import multiple data for a customer?
Vital CRM版本 3
How do I integrate data from other systems through the API?
Vital CRM版本 3