Vital CRM
How can I filter notes?

1. Click [Filters] at the bottom of note text box on the home page.


2. From here you can filter yout notes by date, date modified, or note category.

 

Click [Filters] at the bottom of note text box on the home page. From here you can filter notes by date, date modified, or note category.
https://faq.vitalyun.com/EN/CRM#4113
記事如何過濾/篩選 @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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