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
How to modify or delete a note?
Vital CRM版本 2
How do I use note templates?
Vital CRM版本 2
How can I mention users in a Note?
Vital CRM版本 2
How to search notes without category?
Vital CRM版本 3
Can I choose a note template when adding a note in the App?
Vital CRM版本 3
How to search notes without category in the CRM App?
Vital CRM版本 2
Is there a character limit for notes?
Vital CRM版本 2
How do I add a customer note?
Vital CRM版本 5
How can I add a company note?
Vital CRM版本 4
How can I add a company note by phone APP?
Vital CRM版本 2