Vital CRM
How do I merge company data?

When company information is duplicated, you can combine company information in the following way:

1. Go to the [Company] tab, tick the companies to be merged, and click [Merge].


2. A window will pop up, asking you to select the company you want to keep after the merger. After you select, click [Merge].

[Company > select companies > Merge] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4398
如何合併公司資料？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
How to use "Effective Date"?
Vital CRM版本 3
Description : Company Query/Search (Criteria search and Keyword search)
Vital CRM版本 3
How can I import Company?
Vital CRM版本 3
How can I add a new Company?
Vital CRM版本 3
How to create a company name when adding a new customer?
Vital CRM版本 3
How can I export Company data?
Vital CRM版本 4
How can I view all task related to a company employee?
Vital CRM版本 4
How can I see the date a user was last contacted by that company from the list of companies?
Vital CRM版本 3
How can I find companies if I don't have specific contact information of the company?
Vital CRM版本 3
How do I search company information by its creator?
Vital CRM版本 3