Home  >   FAQs   >  Is there a shortcut to create a service contract?

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:
  1. Click the + icon (Quick Create) 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 Summary View > Details window to add more details.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.