Vital CRM
How do I set a task category or note category?

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


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



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

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

Go to [Settings] and click [Note/Task Category] under [Customize Category] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4022
I added a note for a member of the website affiliate. Why can't the member see it?
Vital CRM版本 3
Can I filter note by customer criteria?
Vital CRM版本 2
How do I set up note permission?
Vital CRM版本 2
How do I export notes?
Vital CRM版本 4
How do users export their work and notes?
Vital CRM版本 2
How do I assign and follow-up a task?
Vital CRM版本 2
How to pin an important note to the top of the page?
Vital CRM版本 2
How to set up note category?
Vital CRM版本 3
How do I add a customer note by phone APP?
Vital CRM版本 3
How do I follow-up my Notes?
Vital CRM版本 2