Apps

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

Create custom actions and place them either on the Detail Page or right on the Card. There are different types

The apps you use—and the relationships between them—determine how your information is managed in servis.ai. FAQs What is an App?

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

By setting a field as “Unique”, you can prevent duplicate record creation and ensure data consistency. A major advantage is

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

User Permissions: Only Administrators or App Admins can customize apps. Navigate to App Settings There are two ways to access