Vital CRM
How to search for companies using "Extended Attributes"?

1. In the Company tab, open [More Criteria]
2. In the "Extended Fields" section, choose the filtering criteria, and then click "Search".

(1) Click on the "Add" button in the "Extended Fields" section to reveal a dropdown menu. Select the field name(s) you want to search for (multiple selections are allowed).


(2) Enter the search criteria in the field name(s).

(3) Click the "Search" button in the upper-right corner.


3. If you need to export the data, select "Export Excel File" under the "Tools" menu at the top-right corner.

 

In the "Extended Fields" section, choose the filtering criteria, and then click "Search". (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4526
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