Vital CRM
Home Page Note Filtering Conditions - Any (OR), All (AND) Selection Filtering Method

To facilitate the classification of customer notes, CRM allows users to set categories during the note creation process. As categories can be diverse, filtering may involve multiple categories. You can choose "Any" or "All" based on conditions for filtering.

To facilitate the classification of customer notes, CRM allows users to set categories during the note creation process. As categories can be diverse, filtering may involve multiple categories. You can choose "Any" or "All" based on conditions for filtering.
https://faq.vitalyun.com/EN/CRM#5463
I added a note for a member of the website affiliate. Why can't the member see it?
Vital CRM版本 3
Can I filter note by customer criteria?
Vital CRM版本 2
How do I set up note permission?
Vital CRM版本 2
How do I export notes?
Vital CRM版本 4
How do users export their work and notes?
Vital CRM版本 2
How do I assign and follow-up a task?
Vital CRM版本 2
How to pin an important note to the top of the page?
Vital CRM版本 2
How to set up note category?
Vital CRM版本 3
How do I add a customer note by phone APP?
Vital CRM版本 3
How do I follow-up my Notes?
Vital CRM版本 2