FAQs in this section
What must I do when I need help regarding Vtiger CRM?
How do I track the Live Chats?
What are Chat Insights?
What are Chat Ratings and Metrics?
What are Client Ratings and Feedback?
What are Reviewer Ratings and Notes?
What are Chat Metrics?
If I disable an agent from one tracker, will the agent be disabled from other trackers as well?
Can I export my Service Contracts data in the form of a spreadsheet?
What are the chat statuses the Live Chat displays?
Can I add a BCC field to the emails of a Case?
Can I add a BCC field to the emails of an internal ticket?
What are Live Chats?
What is the Live Chats feature in Vtiger CRM?
Who can use the Live Chats feature?
How do the Live Chats work?
How are Live Chats used in today’s industries?
In which editions of Vtiger CRM is the Live Chats feature available?
What are the benefits of using the Live Chats feature?
What is the Live Chats module?
How do I get started with the Live Chats module?
What is a Private tab in the Vtiger Live Chats module?
How do I install Live Chats feature?
How do I access the Live Chats module?
How do I use the Live Chats?
What social platforms can be integrated with Live Chats?
What kind of metrics can I generate from Live Chats?
How do I create a Service Contract?
How do I export the Service Contract data into a spreadsheet?
Can I import Service Contracts?
What is a Service Contract?
How do I create a Work Order from a Service Contract?
Is there a shortcut to create a Service Contract?
What are the benefits of Service Contracts?

How do I create a Service Appointment for a Service Contract?

You can create Service Appointments for agents who work at the customer site based on the work order assigned.
Follow these steps to add an event to a Contract:
  1. Log in to the CRM.
  2. Click the main Menu.
  3. Go to the Help desk.
  4. Go to Agent Enablement.
  5. Click Service Contracts. The Service Contracts page opens. (Usually the List View page.)
  6. Select the Service Contract record for which you want to create the appointment. The record Summary View opens.​
  7. Click More (Ellipse or three dots).
  8. Click Reach out Now > Log a Meeting. The Quick Create > Event window opens​
  9. Enter or select the following information:
    1. Subject - Enter the subject of the event.
    2. Activity Type - Select the type of activity from the drop-down menu, such as Call, Meeting, Google Meet, Leave, etc.
    3. Start Date & Time - Specify when the event should start by selecting the appropriate date and time.
    4. End Date & Time - Define when the event will conclude by setting the end date and time.
    5. Description - Provide a detailed explanation of the event, outlining its purpose.
    6. Participants - Add participants who will be attending the event. You can select participants by clicking the User icon and, if necessary, quickly create new contacts by clicking the Plus icon. 
  10. Click Save.
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