Manage Records

The Merge Records feature lets you combine two duplicate or related records into a single surviving record. All associated activities,

To assign an Account record (or any app record) to a specific territory, follow these steps: Create the Territory Field

In servis.ai, you can add, edit, or delete records within your apps to keep your data up to date. A

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

The All Columns feature helps you quickly add multiple fields without selecting them one by one. It displays all available

Activity Roll-Up rules enable you and your team to automatically share Notes, Emails, Phone Calls, and more across all your

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