Vital CRM
Can I export notes that is created by other users?

You can search and export notes through "Working Diary" in your account page. By default, the system only allows exporting notes created by users themselves.
＊Link: How do I export notes?

However, you can set the permission to export notes through [Settings > Account > Roles and Permissions].

By default, the system only allows exporting notes created by users themselves. However, you can set the permission to export notes through [Settings > Account > Roles and Permissions]. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4155
可不可以匯出不是自己建立的記事？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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