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  1. Home
  2. Vital VDU
  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 look up the Vital KM records of my colleagues, and the number of views and downloads of the documents?

  • How can I make opportunity become a required field?

  • How can I mention users in a Note?

  • How can I modify a company’s outbound email address?

  • How can I modify the voucher if there are a large number of items?

  • How can I obtain template Excel file to import company?

  • How can I obtain template Excel file to import customer?

  • How can I obtain template Excel file to import opportunity?

  • How can I obtain template Excel file to import orders?

  • How can I put HTML files into emails?

  • How can I query opportunity information based on the reason for closing?

  • How can I query the budget of a department?

  • How can I quickly generate income vouchers through sale voucher input function?

  • How can I quickly search tasks in calendar?

  • How can I quickly see friends and relatives information and determine which is the introducer?

  • How can I remove a batch of customers?

  • How can I remove tags on customers in batches?

  • How can I remove users from an organization?

  • How can I restrict access to Vital CRM?

  • How can I save forms as en external link?

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