(English) We have some mandatory fields in the application form but they are empty, how come? → Data Validation is on and records are not verified
对不起，此内容只适用于English。 For the sake of view … Read More
(English) Can I download my contacts from the App?
对不起，此内容只适用于English。 For the sake of view … Read More
(English) How to increase CRM Limit
对不起，此内容只适用于English。 For the sake of view … Read More
如何删除联系人
首先您需要具备删除联系人的权限，才可以在客户关系模块中删除联系人。您可以到机构设 … Read More
(English) The logo of the company/information of the member in CRM has changed and has an impact on the member directory.
对不起，此内容只适用于English。 For the sake of view … Read More
如何查看客户关系中个人以及公司的附件
前往客户关系模块 前往您需要查看的个人或者个人资料 资料下方有附件，三个小圆点， … Read More
如何知道客户是否有捷会易账号
前往客户关系模块 点击“小漏斗”筛选 选择高级筛选 在下拉菜单中选择“是已注册用 … Read More