Star Records
June 25, 2025
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Add detailed records to your Browse Menu. This is useful when trying to gain quick access to records from any App that you work with
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Step-by-step on how to manage advanced servis interactions.
Add detailed records to your Browse Menu. This is useful when trying to gain quick access to records from any App that you work with
Take full control of who can view records in your apps. The new Subscribers field lets you share specific records with selected users, even when
Keep track of all the changes made into a single record on any of your Apps. With Audit logs not only are you going to
Let’s create a Calculated Field that calculates the Cycle Time of a Deal. Note: The App you create this Calculated Field in can vary based on your
Let’s create a Calculated Field that calculates the Total Number of Days Between Two Dates. Note: The App you create this Calculated Field in can vary based
Let’s create a Calculated Field that calculates the Forecast Amount of an opportunity. Note: The App you create this Calculated Field in can vary based on your servis.ai
Let’s create a Calculated Field that calculates the Total of an Opportunity After a Discount. Note: The App you create this Calculated Field in can vary based
Servis.ai offers several features where users can add custom JavaScript code to extend platform functionality beyond the standard options. You can use custom code to
Some of the most powerful features in servis.ai exist in a low-code environment. The coding process is quick and easy! You’ll need full access to
The All Columns feature is a time-saver for users who want to add multiple fields without selecting them one by one. It gives you all
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