Manage Records

In Servis.ai, you can add, edit, or delete records within your apps to keep your data up to date. A record is a single item

Easily create new records by duplicating an existing one. Make quick edits before saving, if needed. Ideal for similar entries with small changes, like quotes or

Maintain a clean and organized dataset by quickly merging duplicate records. You can choose which details to keep from each entry, ensuring that only the

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

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 the

Activity Roll-Up rules enable you and your team to automatically share Notes, Emails, Phone Calls and more across all your Apps. Edition Qualifier: The filter feature

Servis.ai allows you to quickly edit multiple records at once using the List View of any app. This is especially useful when making changes across