目錄
In the system, you can use the search function to set various criterias for the fastest way to filter out the list of customers you need.
I. Criteria Search:
1. Go to [Customers > More Criteria]
2. You can choose the conditions you need by clicking the [V] sign on the right to show more criterias.
II. Keyword quick query:
On the top right of the system's homepage, by the magnifying icon. [Search Customer], click the inverted triangle button next to it to choose searching criteria which includes Customers, Company and Keywords.

來源連結:
https://support.vitalyun.com/en/vital-crm/faq?view=article&id=5067:description-customer-query-search-criteria-search-and-keyword-search&catid=28
More Content
2024 August
How to change the System Representative email account?
2024 August