FAQs in this section
What are Services?
How to create a Service in Vtiger CRM?
How can I print the service information?
Is services available in Sales Enterprise ?
Where is Services module used?
Can I create a Quote from a service?
Can I create a sales order from a service?
Can I create a purchase order from a service?
Can I create a subscription from a service?
Can I create a invoice from a service?
How can I change the template of service details before printing?
How do I change the category of a service?

How can I create a service from Quick Create?

Yes, you can create a service record by clicking the + button (Quick Create) present on the right-hand top corner of the screen.
Follow these steps to create a record 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. Select Service from Inventory. 
  4. Enter all the mandatory details.
  5. Click:
  1. Save to save the record.
  2. Save and Continue to save the record and go to its Deep Dive View to enter other details.
  3. Clicking Cancel discards all the information you entered.

To know more about Quick Create, click here.

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