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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.
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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.
This video shows how to set up and use Calendar View in the Tickets app. It explains where to find it (Filter, Sort, and More), how to open Settings, and how to choose the calendar display range (from daily to monthly). It also covers how to configure the start and end date fields (including calculated date fields), how to filter the view by a specific set of users using the resource value dropdown, and how to apply color coding based on a choice list field to make records easier to identify.
Learn how to quickly fix failed rows in your CSV imports. In this video, we download the failed rows file, use the error column to identify a missing reference via dot walking, correct the contact’s unique Work Email field, and re-upload only the corrected record so the import completes successfully. We’ll also highlight common causes of import failures and where to find the full import guide in the knowledge base.
In this tutorial, I walk you through the process of importing ticket records into our ticket app using a clean CSV file and the import wizard. I explain the importance of formatting boolean fields as true or false, using unique identifiers like Work Email for contacts, and ensuring choice list fields match exactly with our app's values. After setting up the CSV, I demonstrate how to initiate the import and check the results, which showed that nine records were successfully added while one failed. I encourage you to refresh the page to monitor the import progress. Please follow these steps to ensure a smooth import process for your ticket records.
In this video, I walk you through the process of managing ticket visibility by roles and implementing Access Control Lists (ACLs) to secure sensitive information within our ticketing app. We created four roles: support agent, support lead, finance, and HR, and set specific permissions for each, such as allowing only the finance role to read, create, and edit billing details. I also demonstrated how to restrict access to certain sections and fields, ensuring that only authorized roles can view or modify them. Please make sure to review the roles and permissions assigned to your team and apply the same principles to any app and service as needed. Your attention to these details is crucial for maintaining our data security.
In this tutorial, I walk you through how to effectively filter and sort tickets to narrow down our workload to a more manageable number. We start by filtering out tickets that are not open and those waiting on customer replies, which helps us see a significant decrease in our ticket count. I also demonstrate how to focus on tickets with affected versions and set a specific time frame for resolution by selecting the SLA due date for November. Finally, I show you how to sort the tickets by the user they are assigned to, giving us a clearer view of our responsibilities. Please follow along and apply these filters to streamline your ticket management process.
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