FAQs in this section
What are Services?
How do I create a Service in Vtiger CRM?
How do I print the service information?
Is services available in Sales Enterprise ?
Where is Services module used?
How do I create a Quote from a Service?
How do I create a Sales Order from a Service?
How do I create a Purchase Order from a Service?
How do I create a subscription from a Service?
How do I create an Invoice from a Service?
How do I change the template of service details before printing?
How do I create a Service from Quick Create?
How do I change the category of a Service?
Table of Contents
You can change the category of a service record by going to its Deep Dive View.
Follow these steps to change a service's category:
- Click the Main Menu.
- Go to Inventory.
- Click Services. You will land on the List View of Services.
- Select and open the service whose category you want to modify.
- Click Deep Dive.
- Look for the Category field.
- Select your desired category from the picklist.
- Click Save.
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