目錄

[Important dates] can be used to make reminders so that you won't forget to assign works or to send emails, renew contacts etc.

1. Click [Create Task] when you add or edit an important date.


2. You can assign a person in charge here and set a reminder for however many days before the important day. (To set the reminder on the date, enter "0" days.)

來源連結:

https://vital-faq.azurewebsites.net/CRM/3864

https://support.vitalyun.com/en/vital-crm/faq?view=article&id=5066:how-do-i-generate-important-dates-reminders-or-assign-work&catid=28
[Edit ImportantDate > Add > Create Task]. Please refer to FAQ.
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