Prevent duplicate records to keep your data clean and concise with Duplicate Prevention settings for all Apps. User Permissions: Only Administrators or App Admins can customize
Through integration with Quickbooks Online, you can create and send invoices from within servis.ai. User Permissions: Only users with a Quickbooks Online account can use the
Seamlessly integrate Zoom Phone capabilities within servis.ai. The following features are supported by the integration. Click to Dial – Click on phone number field across any app
The “Email Preferences” section allows users to configure various settings related to email functionality within the system. These settings control how emails and meetings are
In this article, we’ll explore the essential aspects of utilizing the GoTo VoIP integration within servis.ai. We’ll guide you through the setup process. Navigate to
The Generate Document action allows you to automatically create personalized documents using dynamic data from your records. By applying a simple tag-based syntax within a pre-defined
The Bulk Update action is a powerful tool that allows you to modify multiple records at once within an automation. Instead of updating entries one
Connecting your servis.ai instance with other business applications offers significant advantages, helping organizations streamline operations and make data-driven decisions with ease. Enhanced Efficiency and Productivity
User Permissions: Only Administrators or App Admins can customize Apps. Navigate to App Settings There are two ways to access App Settings. 1. From the Navigation
This article provides all the essential information to help you set up and use the Zoom integration within your servis.ai instance. You’ll learn how to
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