Vital Finance 常見問題
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How can I identify carried over vouchers in the entry?
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How can I import assignee (person responsible for)?
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How can I import client and company information from Vital CRM to BizForm?
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How can I import Company?
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How can I import tags in batch?
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How can I insert a blank column in voucher input?
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How can I know the tag distribution of customer data?
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How can I let the system automatically send contract expiration reminder letters or birthday greeting cards to customers?
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How can I login to Vital CRM?
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How can I look up the Vital KM records of my colleagues, and the number of views and downloads of the documents?
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How can I make opportunity become a required field?
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How can I mention users in a Note?
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How can I modify a company’s outbound email address?
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How can I modify the voucher if there are a large number of items?
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How can I obtain template Excel file to import company?
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How can I obtain template Excel file to import customer?
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How can I obtain template Excel file to import opportunity?
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How can I obtain template Excel file to import orders?
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How can I put HTML files into emails?
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How can I query opportunity information based on the reason for closing?