Vital Finance 常見問題
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How to set up third grade?
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How to setup annual reminders?
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How to show nickname on my customer list?
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How to sort orders records based on order amount?
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How to start using GL?
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How to switch langages?
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How to sync friends from LINE Official Account to CRM?
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How to transfer the data permission of an account to another account?
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How to unbind Line from CRM system?
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How to upload a customer's business card?
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How to Use "My Filter" to Filter Opportunities, Opportunity Details, and Potential Opportunities?
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How to use birthday to search customers?
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How to use common entry?
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How to use customer number as filter condition in the APP?
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How to use iPhone for the CRM APP check-in function?
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How to use marketing script in customer search result of [Order]?
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How to use navigation in Google Maps through Vital CRM app?
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How to use tags to filter companies in the app?
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How to use the "External ID" search criteria for customer list queries?
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How to use the APP to import contact informations?