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In this video you will lean to use the Activity Timeline along with all its components. You will be able to configure it, filter it, create, and manage Activity Records, all from one place.
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In this tutorial you will learn how to edit a record, the limitations for Users when making changes and how to Audit the changes made for any record. You will also learn how to manage Activity Apps and to access the Events page, where you can see all the chages made in your tenant for Activity Apps.
In this video, you’ll learn what Dot Walking is in servis.ai and how it lets you pull in fields from a related app using a Reference field. The walkthrough uses the Contacts app to show how to dot.walk fields into a List View as new columns, and how to use the same dot.walked fields inside Filters to refine a view. The video also covers how Dot.Walking works for Lines, where you use the Parent ID field instead of a reference field to access related fields the same way.
In this video, you’ll see how to send emails from any app that has an Email field. It shows where to find and enable the Email column, how to open the email composer by clicking an email address, and what options are available inside the compose panel. You’ll also see the tools you can use while writing—formatting, attachments, Webvite meeting links, templates, AI rewrite, and scheduling—plus where to go in the Knowledge Base for more email guidance.
This tutorial explains where you can access the Tasks app from different areas of servis.ai (main menu, left navigation, and the right-hand menu), how tasks can be linked to records and viewed from a record’s Tasks tab, what details a task can include (description, source record, due date, time, reminder, type, assignee, templates, notes, and attachments), and the main actions you can take on tasks such as editing, completing, or deleting them.
This tutorial shows how to use the Calendar View after it has already been set up. You can create new records or events directly from the calendar grid by clicking an empty slot, or create a multi-day event by selecting multiple slots. It also explains how to manage events without opening the form again. You can resize an event by dragging its border to change its duration, or move it by dragging it to a different spot in the calendar.
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