Vital HCM 常見問題
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How to add notes and assign tasks in customer list?
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How to add relatives or friends to a customer?
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How to add specific currency data?
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How to add/attach tags?
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How to Adjust Font Colors and Size of the Form?
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How to Adjust the Approval Order?
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How to adjust the location of notes check-in on the APP?
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How to allow users or certain accounts to give tags to companies?
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How to batch delete opportunities?
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How to calculate the total amount ordered by consumers?
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How to cancel a subscription
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How to Categorize Templates?
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How to change/add a login account?
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How to check account login records?
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How to check customers nearby me in Vital CRM app?
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How to check if a customer is a relative or friend?
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How to check scheduled marketing emails?
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How to check the import record of customer?
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How to classify multiple tags in customer data file when importing it?
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How to classify the fields with multiple data of customer data file when importing it?