Notes can be used to record the service history, or can be used by sales, customer service, etc. who will be in contact with customers. The records of contact history with customers are of great help to enterprises in terms of service or sales.

How to add a note:

Customer Notes: How do I add a customer note?
Company Notes: How can I add a company note?
Customer Notes from APP: How do I add a customer note by phone APP?
Company Notes from APP: How can I add a company note by phone APP?

來源連結:

https://vital-faq.azurewebsites.net/CRM/4396

https://support.vitalyun.com/en/?catid=28&id=5085%3Ahow-do-i-add-notes&view=article
Notes can be used to record the service history, or can be used by sales, customer service, etc. who will be in contact with customers. The records of contact history with customers are of great help to enterprises in terms of service or sales. (Refer to FAQ)
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