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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 sort search results?

  • How do I sync Google Calendar with Vital CRM?

  • How do I take a note in the business opportunity function?

  • How do I transfer customer access permission after the responsible person is not working with company anymore?

  • How do I use company tags?

  • How do I use note templates?

  • How do I use Notes?

  • How do I use seals?

  • How do I use the APP to view other people's note contents?

  • How do managers see the certificste of voucher while seeing the voucher?

  • How do users export their work and notes?

  • How do you add contacts from an existing list?

  • How do you add tags to customers using the APP?

  • How do you customize permissions? (eg. Enterprise Plan)

  • How do you modify or delete customer information in the app?

  • How do you set task categories or note categories?

  • How do you use the APP to add new customer notes using the APP?

  • How do you use the APP to add new customers and contacts at the same time?

  • How do you use the APP to import contacts information?

  • How do you use the APP to search for a customer's purchase history?

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