Vital CRM
Can I use keywords to search note category?

When editing a note to select a category, you can use keyword filtering to quickly find the category name you want to use.


The same function is also available to filter notes:

When editing a note to select a category, you can use keyword filtering to quickly find the category name you want to use. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4236
請問選擇記事類別時可以用關鍵字查詢想要的類別嗎？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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