目錄

- The customer expense interface in the app only allows adding, searching, and modifying expense records; deletion is not possible.
- Accessing the expense interface from the left-side menu in the app allows you to search and modify expense records but does not support adding or deleting expenses.
- For deletion, please use the web version.

Steps to follow:

1. Select the customer you want to inquire about from the customer list.


2. In the functional list below the customer data, click on [More > Order].


3. Once on the page, you can review the customer's expense data and click "More Info" to expand detailed information.


4. To add a new expense, click on the plus icon in the upper right corner to enter the page for adding expenses.

來源連結:

https://vital-faq.azurewebsites.net/CRM/5493

https://support.vitalyun.com/en/vital-crm/faq?view=article&id=4938:how-do-you-use-the-app-to-search-for-a-customers-purchase-history&catid=28
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