Vital Finance 常見問題
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If I would like to allocate one expense to two departments, how to set up?
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If my subscription expires, could I still export data with Vital Knowledge?
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If someone resigned, can an account name be the same as the person who resigned?
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If the administrator does not want to receive all social media message notifications, how can I set it?
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If the attached files size is too big, can the customer still receive the email?
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If the calendar is assigned to the responsible person, will this person receive notifications?
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If there is a customer who has multiple orders in one day, how can I put it into one order?
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Import Rules for Opportunities
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In the "add email" of the Marketing script, if I fill in a custom recipient, will it affect the object to which the script is applied?
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Initial setting process
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Insight - Product Category Multi-Level Analysis
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Insight Analysis Module Introduction
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Insight Analysis of Opportunities - reasons for closing (standard)
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Insight Data Authorization
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Insight Indicators List and Description
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insight 分析如何同時篩選兩個標籤?
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Insight 分析模組介紹
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Insight 分析需要另外購買嗎?
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Insight 客戶授權數
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Insight 資料權限