目錄

If customers are created in Vital CRM by a certain person, it can search the customer creator through [Customer > more criteria > more search criteria].

Go to [Created by], click [+ Add] to choose users that can detected by the system administrator, then click [search].

來源連結:

https://vital-faq.azurewebsites.net/CRM/3831

https://support.vitalyun.com/en/vital-crm/faq?view=article&id=5075:how-do-i-search-customers-which-are-created-by-certain-employee&catid=28
[Customer >more criteria > more search criteria > created by > +Add > Search]
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