Vital CRM
How to set up note category?

1. Go to [Settings] and click [Note] under [Customize Category]

2. You can add, modify or delete the categories of notes.


3. You can choose the category while inputting the note.


4. The category of note will be displayed in the note after inputting the note.


5. Making use of Filters by category to search is available to filter the note.

1. [Settings > Note > edit note category] 2. [Note > Note Category] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4021
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