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You can learn how to create a new Form Field from this article. The Notes field is designed for entering longer text entries, offering more flexibility

You can learn how to create a new Form Field from this article. The Numeric Field is designed to capture basic numerical values without predefined

Calculated Fields are fields in an App that automatically perform calculations based on specified criteria. They derive their values from other fields within the App

You can learn how to create a new Form Field from this article. The Percentage field is a numeric field type designed to capture and display

You can learn how to create a new Form Field from this article. Navigating to Form Fields Go to Settings > Apps, select the app

Reference Fields in Servis.ai are designed to create connections between different Apps, enabling seamless navigation and data organization. In a B2B sales environment, for example,

This field lets you pull specific information from other Apps, helping you reference existing data without re-entering it. This keeps your data consistent across all

You can learn how to create a new Form Field from this article. This field provides a dropdown menu listing all records from a selected App.

Servis.ai is completely customizable and this includes the different Sales Stages that exist within your Sales pipeline, but not only that, since you can create

You can learn how to create a new Form Field from this article. Text fields are versatile and can store various types of information, including: Names