FAQs in this section
What are Services?
How to create a Service in Vtiger CRM?
How can I print the service information?
Is services available in Sales Enterprise ?
Where is Services module used?
Can I create a Quote from a service?
Can I create a sales order from a service?
Can I create a purchase order from a service?
Can I create a subscription from a service?
Can I create a invoice from a service?
How can I change the template of service details before printing?
How can I create a service from Quick Create?

How do I change the category of a service?

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:

  1. Click the Menu icon.
  2. Go to Inventory.
  3. Click Services. You will land on the List View of Services.
  4. Select and open the service whose category you want to modify.
  5. Click Deep Dive.
  6. Look for the Category field.
  7. Select your desired category from the picklist.
  8. Click Save.
     
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube