Vital CRM
What is the difference between Personal Note and Customer Note?

Personal note: For owner's memo, notes.

Customer note: For customer contact records, contacts, special attention or contact the customer today with the special requirements of the project.

Personal note: For owner's memo, notes. Customer note: For customer contact records, contacts, special attention or contact the customer today with the special requirements of the project.
https://faq.vitalyun.com/EN/CRM#4034
Can I see if someone left a message in a note?
Vital CRM版本 2
Can you assign another person responsible after assigning a task?
Vital CRM版本 2
How do I see all the notes about the customer, including the recent addition and past information?
Vital CRM版本 2
What is "Notes you're Following"?
Vital CRM版本 3
How do I see today's new note?
Vital CRM版本 2
Can Notes be imported together with customer data?
Vital CRM版本 3
Why can’t I see last year's note attachments with APP2 after renewal?
Vital CRM版本 2
How do I link a URL to my note?
Vital CRM版本 2
How do I use Notes?
Vital CRM版本 4
How can I filter notes?
Vital CRM版本 2