FAQs in this section
What are Services?
How do I create a Service in Vtiger CRM?
How do I print the service information?
Is services available in Sales Enterprise ?
Where is Services module used?
How do I create a Quote from a Service?
How do I create a Sales Order from a Service?
How do I create a Purchase Order from a Service?
How do I create a subscription from a Service?
How do I create an Invoice from a Service?
How do I change the template of service details before printing?
How do I change the category of a Service?
How do I create a Service from Quick Create?
Table of Contents
Yes, you can create a service record by clicking the + icon, Quick Create, present on the right-hand top corner of the screen.
Follow these steps to create a record 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.
- Select Service from Inventory.
- Enter all the mandatory details.
- Click:
- Save to save the record.
- Save and Continue to save the record and go to its Deep Dive View to enter other details.
- Clicking Cancel discards all the information you entered.
To learn more about Quick Create, click here.
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