Preferences

User preferences are for updating all settings related to you as an individual user. We recommend updating these settings when you first start using Servis.ai.

Staying updated with the latest activity is essential for efficient collaboration and task management. In this guide, we’ll walk you through the Notifications Preferences in

You can customize Servis.ai with a theme. Each one has its own personal touch. Try them all to find your favorite. Themes in User preferences

Linking your Email address with Servis.ai allows you to send and receive emails within Servis.ai and see all the details right in the Activity timeline.

To connect your phone to servis.ai, you must use either Twilio, RingCentral or Netlink. Admin users should navigate to this link https://freeagent.network/settings/voip to enable VoIP calling.

Here you can make adjustments to all of your settings regarding emails and meetings.  User Permissions: No special permissions are required. Navigate to Email and Meeting

Use Servis.ai no matter where you are with our mobile app. You can request the app store link right from the Preferences menu.  Open the

Changing your password after your first login, and periodically will help to keep your account safe. User Permissions: No special permissions are required to use this

The Advanced tab in the Preferences menu gives you more control over how information appears and behaves across the platform. Key features include:  Custom date

Now admins and business owners can keep their emails and meetings confidential. Simply click the checkbox and all future email and meetings exclusively between you