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  1. Home
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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 do I apply an activated marketing script to a newly added customer?

  • How do I apply marketing scripts to a large number of customers?

  • How do I approve documents?

  • How do I approve proposed document(s)?

  • How do I assign a form document to other users?

  • How do I assign and follow-up a task?

  • How do I attach a file when I create a new case for a business opportunity?

  • How do I attach a signature in marketing messages/emails?

  • How do I attach the file in commercial email?

  • How do I attach the image file to marketing email?

  • How do I automatically add seals when filling out a form?

  • How do I change image size in the marketing email?

  • How do I change my display name?

  • How do I change the sender email if I use other owner’s marketing email templates?

  • How do I check the expiry date or usage period left of my Vital CRM system?

  • How do I check the list of failed import companies?

  • How do I check the list of failed import Customers?

  • How do I check the list of failed import Orders?

  • How do I check the number of customers, account numbers and usage period/expiry of Vital CRM?

  • How do I check the number of documents and number of users?

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