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Board View
Want to understand your records in a more visual way? The Board view allows you to manage and arrange your records in Lanes for a better visual experience.
Creating and Editing Records
In this video you will learn how to use the servis AI native features to create and update records, as well as configure how your form fields behave.
Navigating servis.ai
This walkthrough will show you the main layout and common used terminology within servis.ai. How the structure works and where you can find the most useful tools for you anywhere you are when navigating the CRM.
Activity Timeline Walkthough
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.
Edits & Changelogs
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.
Dot.Walking – Views & Filters
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.
Emails Tutorial Part 1
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.
Tasks Tutorial
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.
Calendar View Tutorial Part 2
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.
Calendar Tutorial Part 1
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.
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