Vital BizForm 常見問題
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Can you assign another person responsible after assigning a task?
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Can you customize the information in customer columns?
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Category Management
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Close or Delete BizForm Account
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Company Information Settings
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Could fields of signature in the left bottom delete unnecessary fields?
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Could receipt/payment of petty cash be added attachments?
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Could the format of the voucher I would like to print be modified?
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Could the offset report select which accounts show?
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CRM Credit Description
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CRM 客戶編號串接問卷說明
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CRM 系統「工作(行事曆)、記事、社群媒體」通知機制說明
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CRM 點數說明
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CRM串聯LINE@後,可以使用LINE本身的聊天機器人嗎?
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CRM篩選規則說明
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Customer A is inside the customer's list, but why can't I add Customer A to receive Marketing Email?
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Customer Form - "Data Matching Rules"
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Customer Form - How can I set the additional fields of customer notes file attachmennt in Customer Form?
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Description : Company Query/Search (Criteria search and Keyword search)
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Description : Customer Query/Search (Criteria search and Keyword search)