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Advanced

Last update: April 1, 2026


The Advanced card in the Preferences menu gives you more control over how information appears and behaves across the platform. Key features include:

  •  Custom date and time formats to match your personal or organizational standards
  • Control over how months, days, and time zones are displayed
  • Options to show deactivated values in filters
  •  Warnings for unsaved changes, helping you avoid accidental data loss

Navigate to Advanced

Open the Preferences menu by clicking on your username in the top right corner of the screen. This will open your profile menu. Click on ‘Preferences’ and then navigate to the ‘Advanced’ card.

Date Preferences

Here you can also add specific formats for date and date time fields. These formats will be used across the entire system unless a given field has its own formatting.

AI

Enable AI Copilot, click here to learn more.
You can select three different avatars from the dropdown for you AI Copilot.

Display

Warn on unsaved changes

When enabled, you will be notified when you have made changes that you haven’t saved and also when you are creating or editing existing dashboards (like configuring a widget) but you try to navigate out of that page.

Show Deactivated Values in Filters

If this is checked you will still see deactivated values in your servis.ai search results.

Show UUID in ID field

Displays the full UUID instead of the short ID on records.

Note: These are personal display preferences and they only affect your view, not other users in your organization.

 


Picture of Manuel Saucedo
Manuel Saucedo

Technical Writer

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