Apps

Admins can edit the existing layouts for the detail page of each existing App to create a custom Workspace. A Workspace can include any of

Create custom actions and place them either on the Detail Page or right on the Card. There are different types of App Actions:   System. Pre-existing

The Apps you use and the relationships between them will dictate how your information is managed in servis.ai.  FAQs What is an App? An App

In servis.ai, you can’t talk about Access Control Lists without talking about Roles. They work together and you need to understand both to use them

By setting a field as “unique,” you can automatically block duplicate record creation, ensuring data consistency. A major advantage? These unique fields can serve as

Prevent duplicate records to keep your data clean and concise with Duplicate Prevention settings for all Apps.  User Permissions: Only Administrators or App Admins can customize

User Permissions: Only Administrators or App Admins can customize Apps. Navigate to App Settings There are two ways to access App Settings. 1. From the Navigation