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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 to use marketing script in customer search result of [Order]?

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  • How to use tags to filter companies in the app?

  • How to use the "External ID" search criteria for customer list queries?

  • How to use the APP to import contact informations?

  • How to use the business card OCR function?

  • How to use the Customer Form to automate information collection when a new customers join?

  • How to use the Vital CRM APP?

  • How to view a customer’s relatives and friends network diagram?

  • How to View and Edit "Order Discount" in the App for Orders

  • How to view notes of primary members and also non-Primary Members of company?

  • How to view opportunity list at the page of customer details?

  • How to view or edit opportunity schedule (calendar) in the app?

  • How to view order statistics for uncategorized products?

  • How to view record changes of Opportunity?

  • How to view related opportunity at the page of company information?

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