FAQs in this section
What is a service contract?
How can I create a service contract?
How do I create a service appointment for a service contract?

Is there a shortcut to create a service contract?

Yes, there is. You can create a service contract using Quick Create.

Quick Create is a simple feature that you can access from all the screens in Vtiger CRM. You will find it on the top right side of the screen – the  icon is called Quick Create.

Follow these steps to create a service contract using Quick Create:
  1. Click the icon displayed on the top right side of your screen.
  2. Click Show all to view all the modules you can create records in using Quick Create.
  3. Choose a module.
  4. Select Service Contract.
  5. Enter all the mandatory details.
  6. Click:
  • Save to save the record.
  • Save and Continue to save the record and go to its Deep Dive View to add more details.

 
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