目錄
In the customer form, there is a "Customer Note Attached File" field. This field must be used together with the "Customer Note" field, so that the file can be attached to the customer note.
*Note that only one "customer notes file attachmennt" field can be added to a single form.
This button can be found in the drop-down menu of the Fields option:
Fill in the screen as follows:
After filling and submiting, the system will collect customer information into the CRM system and create a note with additional files. As shown below:

來源連結:
https://support.vitalyun.com/en/vital-crm/faq?view=article&id=5303:customer-form-how-can-i-set-the-additional-fields-of-customer-notes-file-attachmennt-in-customer-form&catid=28
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