CRM 客戶
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Can the tags I created be further categorized?
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Can the width of the customer field be adjusted?
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Can uploaded photo be downloaded?
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Can you assign another person responsible after assigning a task?
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CRM 客戶編號串接問卷說明
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Customer Data Management (Edit/Copy/Delete)
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Description : Customer Query/Search (Criteria search and Keyword search)
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Exported / imported customer data is not responding and the system blocks pop-ups (Windows/Chrome)
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Exported / imported customer data is not responding and the system blocks pop-ups. (MAC/Safari)
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Home Page Note Filtering Conditions - Any (OR), All (AND) Selection Filtering Method
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How can I add a company note?
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How can I add tags to "My Favourite Tags"
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How can I cancel customer import?
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How can I count the total of tag shortcut bar?
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How can I filter notes?
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How can I find customers created (or modified) in the past few days?
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How can I import tags in batch?
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How can I know the tag distribution of customer data?
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How can I mention users in a Note?
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How can I obtain template Excel file to import customer?