Vital CRM
Search by Assignee - Customer, Company, Opportunity

The customer, company, and business opportunity list page have search criterias for the "assignee" field, which can be searched using groups and individual accounts.

Example in Customer list


The "Assignee" field is also available in the display field.

The customer, company, and business opportunity list page have search criterias for the "assignee" field, which can be searched using groups and individual accounts:
https://faq.vitalyun.com/EN/CRM#4354
負責人查詢-客戶、公司、商機 @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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