Vital CRM
How to upload a customer's business card?

You can upload a customer's business card while adding a new customer.

On the customer editing page, scroll down to the bottom where you will find the "Upload Business Card" field. Click on "Choose File" and upload the customer's business card.

Once the business card is uploaded and saved, you can see a business card icon next to the customer's name on the right side of the customer's data page. Click on that icon to view the uploaded business card file.

You can upload a customer's business card while adding a new customer. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4444
如何上傳客戶的名片？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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