Vital CRM
How to pin an important note to the top of the page?

You can click on the star in upper right corner of the note you want to pin, after the star turns yellow, the note will be pinned to the top of the page.

You can click on the star in upper right corner of the note you want to pin, after the star turns yellow, the note will be pinned to the top of the page.
https://faq.vitalyun.com/EN/CRM#4019
Can specific customer's notes be exported when exporting notes?
Vital CRM版本 2
How do I add communication records with customers?
Vital CRM版本 4
How do I set a task category or note category?
Vital CRM版本 7
How to export notes and tasks from my working journal?
Vital CRM版本 5
The Notification System for "Tasks (Calendar), Notes, and Social Media"
Vital CRM版本 4
How can I export notes from an event?
Vital CRM版本 3
Home Page Note Filtering Conditions - Any (OR), All (AND) Selection Filtering Method
Vital CRM版本 4
Does the APP allow downloading attachments?
Vital CRM版本 2
How to import notes?
Vital CRM版本 4