Vital CRM
Can specific customer's notes be exported when exporting notes?

1. Go to [Settings > Import/Export > Work Diary].

 

2. In the [Notes] section, enter the query conditions to filter and view notes related to specific customers.

 

[Settings > Import/Export > Work Diary > Notes > Customer] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4524
匯出記事時是否可以匯出特定客戶的記事？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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