Vital Finance 常見問題
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How do users export their work and notes?
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How do you add contacts from an existing list?
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How do you add tags to customers using the APP?
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How do you customize permissions? (eg. Enterprise Plan)
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How do you modify or delete customer information in the app?
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How do you set task categories or note categories?
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How do you use the APP to add new customer notes using the APP?
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How do you use the APP to add new customers and contacts at the same time?
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How do you use the APP to import contacts information?
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How do you use the APP to search for a customer's purchase history?
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How does balance sheet or oncome statement show account code on the report?
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How does balance sheet or oncome statement show account code on the report?
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How does the admin set up preferences and usage restrictions of accounts?
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How does the Budget input function work?
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How does the posting process work?
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How does the system administrator update account information or change password?
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How link the LINE channel id to Vital CRM?
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How long have I done the closing?
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How often does the social media page automatically updates?
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How to access the Insight Analysis page?