Duplicate Records
June 25, 2025
Easily create new records by duplicating an existing one. Make quick edits before saving, if needed. Ideal for similar entries
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Step-by-step on how to manage advanced servis interactions.
Easily create new records by duplicating an existing one. Make quick edits before saving, if needed. Ideal for similar entries
Add detailed records to your Browse Menu. This is useful when trying to gain quick access to records from any
Take full control of who can view records in your apps. The new Subscribers field lets you share specific records
Keep track of all the changes made in a single record on any of your Apps. With Audit logs, not
Let’s create a Calculated Field that calculates the Cycle Time of a Deal. Note: The App you create this Calculated Field in
Let’s create a Calculated Field that calculates the Total Number of Days Between Two Dates. Note: The App you create this Calculated
Let’s create a Calculated Field that calculates the Forecast Amount of an opportunity. Note: The App you create this Calculated Field in can
Let’s create a Calculated Field that calculates the Total of an Opportunity After a Discount. Note: The App you create this Calculated
Servis.ai offers several features where users can add custom JavaScript code to extend platform functionality beyond the standard options. You
Some of the most powerful features in servis.ai exist in a low-code environment. The coding process is quick and easy!
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