Vital CRM
How do I export notes?

※ Reminder: This function is only available to the system administrator

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


2. Input the query criterias, confirm and click [Export Excel File].

 

[Settings > Working Journal > query > Export Excel File] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4014
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