Vital CRM
How to set up role types?

1. System administrators can go to [Settings > Customize Category > Others (Role Types)] to configure the available role types.


2. You can enter the name of the role type in the input box and save it. If you want to modify an existing role type, you can click the "pencil" icon to edit it, or click the "trash can" icon to delete it.

[Settings > Customize Category > Others (Role Types)] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4485
如何設定角色類型？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
How to change a product name?
Vital CRM版本 2
How to find products without a product category?
Vital CRM版本 2
Exported data is in text format, how do I convert to date format?
Vital CRM版本 5
I deleted an order record after I reviewed the customer’s purchasing record. Why is the customer’s order information completely deleted?
Vital CRM版本 5
How to convert opportunities into order?
Vital CRM版本 3
How do I input one order with multiple product items?
Vital CRM版本 3
How do I clear the wrong order records?
Vital CRM版本 3
How do I import order records by excel file?
Vital CRM版本 3
Can I directly input undefined products when adding new purchase records?
Vital CRM版本 4
How to create customer purchase records?
Vital CRM版本 3