Duplicate Prevention
June 21, 2025
Prevent duplicate records to keep your data clean and concise with Duplicate Prevention settings for all Apps. User Permissions: Only Administrators
is now
Prevent duplicate records to keep your data clean and concise with Duplicate Prevention settings for all Apps. User Permissions: Only Administrators
Through integration with QuickBooks Online, you can create and send invoices directly from servis.ai. User Permissions: Only users with a
Seamlessly integrate Zoom Phone capabilities within servis.ai. The following features are supported by this integration: Click to Dial – Click
The “Email Preferences” section allows users to configure how email-related features behave within the system. These settings control how emails
This article covers how to set up and use the GoTo VoIP integration in servis.ai. Navigate to GoTo To enable
The Generate Document action allows you to automatically create personalized documents using dynamic data from your records. By using a
The Bulk Update action is a powerful tool that allows you to modify multiple records at once within an automation.
Connecting your servis.ai instance with other business applications offers significant advantages, helping organizations streamline operations and make data-driven decisions with
User Permissions: Only Administrators or App Admins can customize apps. Navigate to App Settings There are two ways to access
This article provides essential information to help you set up and use the Zoom integration within your servis.ai instance. You’ll
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