Vital CRM
How to export notes and tasks from my working journal?

1. Go to [My Account] page, then click [My work diary].

2. Export work: click [Task] button and input the data that you want to search, then [Export Excel File] after confirmed.


3. Export note: click [note] button and input the data that you want to search, then [Export Excel File] after confirmed.


※Note that this export function can only be done for notes and tasks created by the user him/herself.

[Working Journal > query > Export Excel File] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4029
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