FAQ

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Order

How can I add new extended attributes to Order?

How can I choose the fields I would like to export from Order?

Why is account A set to not be able to read the information of customer B, but can check the consumption records of customer B?

How can I check the order with the highest total payment amount?

How can I edit order records?

How do I set up auto-numbering of order?

How to use marketing script in customer search result of [Order]?

What can I do if the product is no longer available?

Can product number be modified in batch?

How do I import customer orders?

How to create customer purchase records?

Can I directly input undefined products when adding new purchase records?

How do I import order records by excel file?

How do I clear the wrong order records?

How do I input one order with multiple product items?

If there is a customer who has multiple orders in one day, how can I put it into one order?

Why can’t I create a new order from a past date?

What should I do if I imported duplicated order data into Vital CRM?

Can I upload photos or pdf files in the order records?

Application and operation of order management

Why is there no column for the total order amount in Order import?

How can I view all customer's order records?

Where can I view a customer's purchase records?

If a customer returns a purchase, how should it be handled?

Can order source search contain subcategories?

How do I search order information by product category?

How to find customers with a certain range of order amount?

How to view order statistics for uncategorized products?

How to set up Contact Persons for Orders?

How to customize the required fields for Order data?

Can I change product prices in batch?

How do I check the list of failed import Orders?

How to sort orders records based on order amount?

How to calculate the total amount ordered by consumers?

How can I obtain template Excel file to import orders?

Can the display fields of the Order list be customized?

How to search for new customers by period of first order day?

Why does my store signature not show at the end of my marketing Email?

Can orders be merged?

What to do if I close the browser by accident while importing order data?

I would like to update the order records of the same Order No. by importing, why do previous records disappear?

How do I import order data of company?

How to search data according to created date of order?

How can I set up the permissions for people who can import order data?

How do I search which of the customers bought the product?

Why is order details not exported in Order Export?

How do I add new product to [order]?

Line

How to sync friends from LINE Official Account to CRM?

Why can't CRM see the LINE's auto-reply message?

How link the LINE channel id to Vital CRM?

Can social media messages be exported?

How can I send LINE marketing messages?

After completing the integration of CRM and LINE, where can I see the conversations with customers?

How can I delete LINE customers?

If a LINE customer who fills out a New Customer Form matches an existing customer in the system, can automatic merging be set up?

How often does the social media page automatically updates?

Why can't LINE messages be sent and shows sending failed?

How to unbind Line from CRM system?

Can I delete the existing Webhook for LINE in CRM, then set it up again?

How do I get the link to the Current Customer Form?

Can Current Customer Forms be placed in LINE's graphic menu?

Can I use LINE's chatbot after integrating it with CRM?

How do I search LINE customers?

Can emoji symbols be used in LINE marketing messages?

Will there be a tag for customers using LINE?

How can I send Current Customer Form from one-on-one chat with LINE customer?

Vital CRM LINE Integration Setup steps

Social Media (LINE) - How to Download Videos and Audio Files?

Social Media (LINE) - How to mark in batch customer chats as read?

Can the link to the "Current Customer Form" be shared with others?

Can marketing messages in LINE include Current Customer Forms?

For existing customers in the LINE official account who are not in the CRM list, how can I send them messages from the customer list?

How can I enable myself to receive Social Media Messages notification?

The customer has already joined the social media function of CRM before enabling the customer form. How can I send them the customer form?

How can I search for blocked customers in LINE?

If the administrator does not want to receive all social media message notifications, how can I set it?

How to use the Customer Form to automate information collection when a new customers join?

How can I view previous messages after connected to LINE?

Is it possible to add a note category in the Current Customer Form?

How do I send Current Customer Form for current customers of Line@?

Marketing SMS/Email

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APP

How to add Customer data from the APP?

How to customize customer notes and its permissions in the APP?

Phone Number Format for Vital CRM APP

How do you modify or delete customer information in the app?

How do I use the APP to view other people's note contents?

How to Edit Order Data in the App

How to View and Edit "Order Discount" in the App for Orders

How do you add tags to customers using the APP?

How do you use the APP to add new customer notes using the APP?

How to use tags to filter companies in the app?

How to search for opportunities by name in the app?

On iOS, the system adds a quick link; if the same phone number already exists in the system, will the existing number be overwritten or become a new separate number?

Maintaining Customer Business Cards and Attachments in the App

Can Vital CRM be used offline?

How to adjust the location of notes check-in on the APP?

How to use customer number as filter condition in the APP?

How to login to the APP?

How to use the APP to import contact informations?

How to add new customer contact records/notes?

How to use iPhone for the CRM APP check-in function?

How to use navigation in Google Maps through Vital CRM app?

How do you use the APP to add new customers and contacts at the same time?

How do you add contacts from an existing list?

How do you use the APP to search for a customer's purchase history?

How to download Vital CRM APP?

How to search for notes using keywords in the app?

How to use the Vital CRM APP?

How to use the business card OCR function?

How to add new opportunities from the app?

APP crashes when selecting images (SONY phone)

What to do if the message "The customer's address is not synchronized" appears on the mobile phone?

How to activate Facebook and Google in Vital CRM APP?

How to check customers nearby me in Vital CRM app?

How to set permissions when adding a task in the APP?

How do you use the APP to import contacts information?

How to view or edit opportunity schedule (calendar) in the app?

How to clock in on the app calendar?

Why does the Vital CRM App on iOS devices log out periodically?

How to Convert Notes to Tasks in the App?

How can I specify the effective date when editing customer/company information in the App?

How do I log out of the APP?

Why can't my CRM App check-in be located?

Why can't my CRM App save the business card recognition?

Marketing Script

Can I use the online template of the marketing email and apply it in the marketing script?

How do I create a recurring marketing script?

How do I script tasks and give reminders to specific employees?

How do I apply marketing scripts to a large number of customers?

How do I edit marketing script?

How can I delete a marketing script?

What is the difference between of "Save", "Save and Activate", and "Save as Template" in the Marketing Script?

In the "add email" of the Marketing script, if I fill in a custom recipient, will it affect the object to which the script is applied?

Marketing script (template): User Guide

How do I modify a terminated marketing script?

How do I apply an activated marketing script to a newly added customer?

Homepage

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Customer Management

How do I search customers which are created by certain employee?

Will family and friends be considered in the customer count?

How to check if a customer is a relative or friend?

Why can't the CRM system sort customer name and ID by ascending or descending?

How can I cancel customer import？

Where can I check the total number of customers?

Unsuccesfully adding New Customer

How do I search for customers by nationality?

Description : Customer Query/Search (Criteria search and Keyword search)

How do I generate important dates reminders or assign work?

Why can't customer information be imported and modified in batches?

How do I export customer's postal code?

How do I find a customer who has not been contacted for three months?

How to setup annual reminders?

How to find the label creator for each customer?

How do I filter and export customer information by create date?

How do I search for customers by address?

Exported / imported customer data is not responding and the system blocks pop-ups (Windows/Chrome)

Exported / imported customer data is not responding and the system blocks pop-ups. (MAC/Safari)

How can I quickly see friends and relatives information and determine which is the introducer?

Can I export data after displaying an advanced query?

Why is the purge data not responding?

Why does the mailing label have no address?

How to search Customer informations according to created date?

How do I control what users get to view?

How do I quickly add a new customer?

How do I get the customer permission information from "User Setting"?

How do I import multiple data for a customer?

How do I import customer data from Gmail contacts?

How do I import customer data from Google Forms?

How do I import customer data from an Excel file?

How can I upload and edit customer profile picture?

How do I transfer customer access permission after the responsible person is not working with company anymore?

How do I search for customers through [Additional Field]?

How to add relatives or friends to a customer?

How to view a customer’s relatives and friends network diagram?

How to show nickname on my customer list?

How to renumber lots of customer numbers at a time?

How to classify the fields with multiple data of customer data file when importing it?

How to export my customer data?

How do I customize the categories of important dates?

How do I add an important date to customers?

How do I integrate data from other systems through the API?

After changing the company address, will the company employee's address be changed simultaneously?

How do I check the list of failed import Customers?

Can the customer list have the company name ranked before the customer name?

How to merge customer data?

How to print all customers' addresses for shipping labels?

How can I find customers created (or modified) in the past few days?

Can the Excel table imported to the customer contain functions?

How can I know the tag distribution of customer data?

Why has the number of new customers not increased after importing customers?

Can uploaded photo be downloaded?

How can I obtain template Excel file to import customer?

How can I remove a batch of customers?

If I use "customer number" matching when importing customers, and the customer name is different from the last import, will it be directly updated?

Why isn't the "Custom Field Mapping" window appearing when uploading customer data?

How to search for customers with email addresses?

How to upload a customer's business card?

How to search for customers who made purchases in the past few days?

Integration of CRM customer numbers with Survey Form

Is there a standard for the format of the email?

Can I view the change history of customer data?

Add and Search customer/company information

A4 two-fold envelope mailing information printing

How to find and delete customer data who have never made a purchase?

Can the width of the customer field be adjusted?

How can I switch between the old and new interface?

Can I directly apply tags when importing customers?

How to filter out customers without an assignee?

Why is there an exclamation mark next to the customer's email?

Why can't customers be merged?

Why can't I find all customers when searching for the company name in the "More criterias" section?

Can customer managers export customers?

When importing, a pop-up message," appeared. What does it mean?

How to set up 'My Filter'?

How to use the "External ID" search criteria for customer list queries?

Can I upload files in CSV format?

How to add notes and assign tasks in customer list?

How does the system administrator update account information or change password?

How to use birthday to search customers?

When importing customer data, how does the system compare company numbering?

How to classify multiple tags in customer data file when importing it?

What do I do if the system does not respond after importing Customer data?

The iOS system has added a quick link. If the same phone number already exists in the system, will it be considered the same transaction or not?

How to search for customer data according to groups?

Note

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Calendar

How do I delete a task if the task is done or no longer used in Calendar?

Will the assignee receive a notification when someone leaves a message in a calendar event?

After merging client profiles, completed tasks are missing. Where can I view it?

If a calendar task is done, will it still show up on the calendar?

How can I quickly search tasks in calendar?

Can additional personel to receive notification for task overdue or completed not be set as default?

Why can't I add personnels to be notified of task status?

How to set types of task reminders?

How to create a new calendar event?

Why can't I find the save or cancel buttons in the calendar?

Can the start date of the calendar be adjusted?

How do I export working jornal?

How do I delete a recurring job?

How do I sync Google Calendar with Vital CRM?

Why is there no [Save] or [Cancel] button in the window when adding a calendar task?

What does the！and ✔ beside a task means?

Can I set up permissions in Calendar?

Will the system automatically generate reminder when I assign a job to myself?

How do you set task categories or note categories?

If the calendar is assigned to the responsible person, will this person receive notifications?

Tag Management

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Company Management

How do I search company information by its creator?

How can I find companies if I don't have specific contact information of the company?

How can I see the date a user was last contacted by that company from the list of companies?

How can I view all task related to a company employee?

How can I export Company data?

How can I import Company?

Description : Company Query/Search (Criteria search and Keyword search)

How to filter out companies without an assigned owner?

How to view notes of primary members and also non-Primary Members of company?

How do I merge company data?

How to search Company informations according to created date?

How do I delete Company?

How can I obtain template Excel file to import company?

How can I the required fields of adding company information?

How can I change a company name?

How do I check the list of failed import companies?

How can I change the Capital Amount of the Company?

How to search for companies using "Extended Attributes"?

How can I check the number of companies?

How can I use company code?

How do I modify permissions for Company?

Settings

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Additional Fields

How do I set up the multiple choice in the additional fields?

Description of "Order Extended Attributes", "Item Extended Attributes" and "Product Extended Attributes"

How can I add extended attributes to products?

Can you customize the information in customer columns?

Can menu items in the extended attributes be deleted?

How to make that an extended attribute field to required?

Customize Category

How do I add or edit customer's nationality?

How can I edit order statuses?

Which functions can use role types?

Why does the import of the industry field fail when importing company?

How to set up industry categories?

Data

How do I export products which meets my criterias?

What is the maximum characters for a product name?

If I accidentally deleted the customer/company list, can it be restored?

How do I search product information by category?

How can I deactivate products in batches?

Why isn’t data cleansing responding?

System

Why can't I find the [Settings] button in the system?

What can I do if the login page shows access denied?

How can I search for the expiration date of my Vital CRM system?

How can I check the usage records of SMS credit?

The system only lets me to use data cleanup 3 times. If more times are required, will there be a fee?

I am currently using the free version and I want to upgrade to the SME board in the future. Will the information of the original free version be kept?

After my account service expires, can I still view the datas?

How can I check the customers whose order is failed to be imported?

How can I see usage records of CRM credits?

Can data from different stores be merged?

Why can't I find the re-verify button after adding or editing an email?

Does Vital CRM limit the number of people who can use the system at the same time?

What is storage space?

How do I check the expiry date or usage period left of my Vital CRM system?

How do I check the number of customers, account numbers and usage period/expiry of Vital CRM?

How to modify my service/company name?

How to find the CRM system identification number?

Can I change my enterprise module?

Will the account representative receive notifications from assigned accounts?

Why is the geographical distribution of customers and companies not displayed in the Insight report?

How to check account login records?

How to set up the editing permissions for customer managers' tasks?

How do I set data mask?

How to check the import record of customer?

What should I do this pop-up message, "Online purchase service is not available in this area. Please contact customer service." appear while purchasing?

Can I view the change log of account permissions?

Is the number of customers calculated by month?

Can I delete my store?

How do I adjust the number of records shown on the list?

What is the function of [Delete Outdated Data]?

Does the trial version have a bulletin board?

How to purchase SMS credits online?

How can I check the record of points redeemed of each account?

How can I change purchase plan, renew contract, or purchase more customers, CRM points, or other modules?

How can I contact Vital CRM?

Can I change the display name such as "Customer" displayed in the system to another name?

How can I set up a bulletin board?

How can I check my system's expiration date?

How can I change the interface language?

How to set up auto-numbering?

What is a URL recognition?

How can I restrict access to Vital CRM?

How can I modify a company’s outbound email address?

How can I display other fields in customer data list which are not originally included?

Can the records of emails be deleted?

Account

How do I enable or disable business card recognition?

How to transfer the data permission of an account to another account?

How to allow users or certain accounts to give tags to companies?

How do I delete a user account?

How do I reactivate a deactivated account?

Why can't I add a new user account?

Is it possible to switch the roles of my account?

About [Roles and Permission]

How can I login to Vital CRM?

How can I add a new account or user?

Will the page be the same for different accounts after logging in?

Will deleting a resigned employee also delete the data they created?

I have already verify my email, but why does an unverified warning appears?

Why do I need to change the password when the warning pops up?

When adding information, how do I set default myself as the assignee?

How can I upload my profile picture?

How do I manage users permissions?

How do I set up permissions to export working journal?

How does the admin set up preferences and usage restrictions of accounts?

How can I edit company users' permissions?

I have added a new account. When I log in, it says that "store not found". What can I do?

Logging in to Vital CRM

What if I cannot login even after changing my password?

How can I create a new account for a colleague to login with?

Why can’t I use any of the accounts I’ve purchased?

If someone resigned, can an account name be the same as the person who resigned?

What can I do if I forgot my login details?

How do you customize permissions? (eg. Enterprise Plan)

Can I use the same email to register two customer service systems?

How can I deactivate an inactive account?

Import/Export

How to export all of the products?

How do I get a notification from Vital CRM after the data has been imported?

How can I download data from the backup site?

Which fields are required when importing customers?

Can I export specific note types (Customer/Company/Opportunity/Event/Personal)?

How can I import assignee (person responsible for)?

Can the system accept merged fields from the excel file for importing customer data?

How can I view the status of my business' current tasks?

Case

How can I use the event registration function?

How can I set Event/Case ID?

Why doesn't the system display the Case field after importing a customer list?

Can events be deleted?

How to export the participants of a case?

How do I add Cases?

How do I add tags for customers who attend the specific events?

How can I add participants to a case/event?

How do I add a batch of customers to an event?

How do I send the notification email with ICS file to customers who attend the case/event?

Customer Form

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Opportunity

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Insights

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Member

How to Add Limited Access User (Members)?

How can you edit the list that shows up on the left after members login?

What are web members? How do you add new web members?

Why can’t my Member see the note that I created on the Member’s page?

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