Vital BizForm 常見問題
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How do I search for customers through [Additional Field]?
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How do I search for opportunity by closing status?
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How do I search LINE customers?
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How do I search order information by product category?
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How do I search product information by category?
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How do I search which of the customers bought the product?
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How do I see all the notes about the customer, including the recent addition and past information?
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How do I see today's new note?
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How do I send a birthday or greetings eCard?
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How do I send commercial email but exclude some certain customers?
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How do I send Current Customer Form for current customers of Line@?
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How do I send mass commercial emails to customers but exclude those customers with certain tags?
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How do I send mass emails?
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How do I send mass messages/SMS?
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How do I send the marketing email to customers who have more than two tags?
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How do I send the notification email with ICS file to customers who attend the case/event?
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How do I set data mask?
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How do I set the indentation settings?
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How do I set the time zone?
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How do I set up auto-numbering of order?