Vital CRM
How to search notes without category in the CRM App?

Check "Only no category notes" in the note filter condition to find out all notes without a specified category. After checking this option, other custom category filters will be automatically hidden.

Check "Only no category notes" in the note filter condition to find out all notes without a specified category. After checking this option, other custom category filters will be automatically hidden.
https://faq.vitalyun.com/EN/CRM#4358
如何在 App 查詢無類別記事？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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