Vital Finance 常見問題
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How can I delete tags?
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How can I display other fields in customer data list which are not originally included?
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How can I display the write-off and invoice number in the Accounts receivable/payable lists?
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How can I display the write-off number in the receipt/payment lists?
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How can I download data from the backup site?
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How can I edit company users' permissions?
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How can I edit order records?
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How can I edit order statuses?
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How can I enable myself to receive Social Media Messages notification?
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How can I export Company data?
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How can I export customer data in which the marketing email is unsuccessfully sent?
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How can I export input/output data?
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How can I export Leads?
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How can I export Opportinuty including all its details?
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How can I export Opportunity?
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How can I export the list of responses from customer form?
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How can I filter notes?
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How can I filter two tags simultaneously in insight analysis?
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How can I find companies if I don't have specific contact information of the company?
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How can I find customers created (or modified) in the past few days?