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:
- Click the icon 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.
- 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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