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  3. 常見問答

  1. Home
  2. Vital VDU
  3. 常見問答
常見問題 Vital VDU

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Vital VDU
- All words: Returns only documents that match all words.
- Any word: Returns documents that match any word.
- Exact Phrase: Returns only documents that match the exact phrase entered.
- Phrase Prefix: Works like the Exact Phrase mode, except that it allows for prefix matches on the last term in the text.
- Wildcard: Returns documents that match a wildcard expression.
- Fuzzy query: Returns documents that contain terms similar to the search term. For example: If you search for Kolumbia. It will return search results that contain Columbia or Colombia.
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  • How can I export Company data?

  • How can I export customer data in which the marketing email is unsuccessfully sent?

  • How can I export input/output data?

  • How can I export Leads?

  • How can I export Opportinuty including all its details?

  • How can I export Opportunity?

  • How can I export the list of responses from customer form?

  • How can I filter notes?

  • How can I filter two tags simultaneously in insight analysis?

  • How can I find companies if I don't have specific contact information of the company?

  • How can I find customers created (or modified) in the past few days?

  • How can I identify carried over vouchers in the entry?

  • How can I import assignee (person responsible for)?

  • How can I import client and company information from Vital CRM to BizForm?

  • How can I import Company?

  • How can I import tags in batch?

  • How can I insert a blank column in voucher input?

  • How can I know the tag distribution of customer data?

  • How can I let the system automatically send contract expiration reminder letters or birthday greeting cards to customers?

  • How can I login to Vital CRM?

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