Vital CRM
Can I filter note by customer criteria?

1. Go to [Settings] tab, under [Import / Export], click [Working Journal]


2. Input the query criterias, and you can filter the customers


 

[Settings > Working Journal > filter customers] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4012
I added a note for a member of the website affiliate. Why can't the member see it?
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How do I export notes?
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How do users export their work and notes?
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