FAQs in this section
What must I do when I need help regarding Vtiger CRM?
What is a service contract?
How can I create a service contract?
How do I create a service appointment for a service contract?
What do you mean by 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 navigate 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?
How do I track the Live Chats?
What social platforms can be integrated with 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?
What kind of metrics can I generate from Live Chats?
If I disable an agent from one tracker, will the agent be disabled from other trackers as well?
What are the benefits of Service Contracts?
How do I create a Work Order from a Service Contract?
Can I export my Service Contracts data in the form of a spreadsheet?
How do I export the Service Contract data into a spreadsheet?
Can I import Service Contracts?
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?
Is there a shortcut to create a service contract?
Table of Contents
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:
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:
- Click the + icon (Quick Create) displayed on the top right side of your screen.
- Click Show all to view all the modules you can create records in using Quick Create.
- Choose a module.
- Select Service Contract.
- Enter all the mandatory details.
- Click:
- Save to save the record.
- Save and Continue to save the record and go to Summary View > Details window to add more details.
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