Views

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

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

The list view is Servis.ai’s default view for a reason. The list view provides high-level detail for an App. It is especially useful for performing

The Board View is commonly used because of two features: 1. The ability to drag and drop the cards to the different statuses, stages, etc.

The Calendar View is mainly used to visualize your data in the Calendar. It is especially useful when you want to check your availability for

The details page of any record includes all the information that you need in a single, well-structured, and clean view. On the details page, you

Create mini Dashboards for your favorite views. Dashlets are very similar to Dashboards, the only difference is that they are located right there in your

Dot-walking enables you to use field data from one App when applying filters or configuring a list view in a different App. Any App that has

The Gantt View is used to track projects or tasks over a period of time in a bar-chart style format. User Permissions: No special permissions