Vital Finance 常見問題
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How do I filter and export customer information by create date?
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How do I find a customer who has not been contacted for three months?
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How do I follow-up my Notes?
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How do I forward a form document?
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How do I generate important dates reminders or assign work?
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How do I get a notification from Vital CRM after the data has been imported?
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How do I get rid of the customers who don’t have email information when I try to send commercial email?
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How do I get the customer permission information from "User Setting"?
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How do I get the link to the Current Customer Form?
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How do I get the system to automatically send emails upon completion of questionnaires?
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How do I import accounts?
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How do I import customer data from an Excel file?
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How do I import customer data from Gmail contacts?
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How do I import customer data from Google Forms?
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How do I import customer orders?
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How do I import multiple data for a customer?
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How do I import order data of company?
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How do I import order records by excel file?
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How do I input one order with multiple product items?
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How do I integrate data from other systems through the API?