In today’s fast-paced business world, keeping track of critical tasks can be overwhelming. Missed deadlines and delayed responses often lead to inefficiencies and lost opportunities.
Saving Views will help you get the information you need faster. You can keep your favorite filters as ‘Saved Views’ so that you don’t have
Admins can see and edit all scheduled reports in one place. To learn more about scheduling reports from within app views, check out our article,
Similar to the ‘Scheduled Reports‘ page, Admins can see all report jobs that have finished or are in the process of finishing. User Permissions: Only
One of Servis.ai’s most useful features is the ability to export data into CSV or PDF reports. You can easily download records from contacts, accounts,
Create Dashboards from your Saved Views to get all the information you need at a glance. Organize the content in the way that works best
With a Dashboard, you can add different Saved views that will provide you with all the information you need in a single, beautifully organized view.
Creating dashboards on your Apps with Lines is a great way to gain visibility of their details. Saved Views are needed in order to create
Access and manage all your Saved Views from one place. Edition Qualifier: The filter feature is available in all Servis.ai Editions. User Permissions: Only Administrators can access
The Rolodex View gives you a quick glance at the details of all your records, as it is composed of a list of records and
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