目錄

1. Go to [Customer > More criteria]. Click [Case], choose your case/event in [Attend any of the Cases] / [Attend All Cases], and click [Search].




2. Customers fitting your specified criteria will be displayed. Click on [Actions on Customer(s) > Add Tag(s)] from the drop-down menu. Choose the tags you wish to add and click [Apply].



來源連結:

https://vital-faq.azurewebsites.net/CRM/3899

https://support.vitalyun.com/en/vital-crm/faq?view=article&id=5287:how-do-i-add-tags-for-customers-who-attend-the-specific-events&catid=28
1. [Customer > More criteria > Case > Attend any of the Cases / Attend All Cases > Search] 2. [Actions on Customer(s) > Add Tag(s) > Apply]
More Content
More Content