Records are the core components of every App. they hold the data your team relies on – contacts, deals, tasks, and any other information your organization tracks in servis.ai. With the servis.ai mobile app, you can create, view, edit, search, and delete ercords right from your phone, so you stay productive wherever you are.

What You Can Do

• Create new records in any App you have access to

• View and scroll through records using list or board views

• Open a record to see all its information, related lists, and activity timeline

• Edit existing records to keep information up to date

• Search across all Apps to find any record quickly

• Delete records you no longer need (subject to your permissions)

• Mark records as favorites for quick access

• Use App Actions to trigger automations directly from a record

User Permissions: No special permissions are required to browse and view records. However, the ability to creare, edit, or delete records depends on the role and access level assigned to your account. If you cannot perform a specific action, contact your team’s administrator.

Navigate to an App

All records live inside Apps. Before you can manage records, you need to open the App that contains them.

1. Open the Menu – Tap the grid icon in the top-right corner of the Home screen. This opens the Menu screen, which displays all the Apps available to you.
2. Browse or filter your Apps – The Menu screen organizaes your Apps into tabs – All Apps, Scheduler Apps, and Activity Apps. Tap a tab to switch between them, or scroll through the list to find the App you need.
3. Open an App – Tap the App ypu want yo work with. The App opens showing a view of its records.

Alternatively, from the Home screen you can tap the Activity tab or My Tasks tab to access recent activity or yout assigned tasks directly.

Understanding the App Screen

When your open an App, you land on the App screen. Here is what you will see:

• App title (top left): The name of the App you are viewing. tap the title to open a menu of saved views for this app.
• Star icon (top right): Tap to mark this view as a favorite so you can return to it quickly.
• Plus icon (top right): Tap to create a new record in this App. This icon only appears if you have permission to create records.
• Search bar (bottom of screen): A search bar you can pull up to filter records by keyword within the current view.
• Record cards: Each record appears as a card showing key fields. The card layout is configured by your administrator.

Create a Record

1. Open the App – Navigate to the App where you want to create the record (see “Navigate to an App” above).
2. Tap the plus + icon – Tap the plus icon in the top-right corner of the App screen. A form opens, displaying all the fields available for this App.
3. Fill in the form – Enter the information for each field. Fields marked with an asterisk * are madatory – you must fill them before you can save.
4. Tap Save – Once you have filled in the form, tap Save in the top-right corner. The screen title will briefly show “Saving…” and then “Success!” as the record is created.

View a Record

1. Tap any record card in the App screen. The record opens on a detail screen.
2. The detail screen shows the record’s title at the top and organizes the information into tabs.

• Information: Displays all the fields and their current valies for this record. This is a read-only view of the record’s data.
• Timeline: Shows the activity history for this record – notes, emails, calls, and other interactions, listed in chronological order.

Actions Available on a Record

• Star icon: Tap the star icon to mark this record as a favorite. Favorited records appear in your Search screen under the Favorited tab for quick access.
• Code icon (</>): Tap to open the App Actions – custom buttons configured by your team that can trigger automations or run scripts on this record.
• Sparkles icon: Tap to open Connect Actions – quick shortcuts to email, call, locate, or share information related to this record.
• More options icon (…): Tap the ellipsis icon to open a menu with Edit and Delete options.

Edit a Record

To edit an existing record:

1. Open the record’s options – While viewing a record, tap the more options icon (…) in the top-right corner of the screen. A bottom sheet appears showing the record’s title along with Edit and Delete actions.
2. Tap Edit – The form screen opens, pre-filled with the record’s current values.
3. Update the fields – Change the information as needed. Mandatory fields are still marked with an asterisk *.
4. Tap Save – After making your changes, tap Save in the top-right corner. The screen will confirm the update wss succesful and return you to the previous screen.

Delete a Record

1. Open the record’s options – While viewing a record, tap the more options icon (…) in the top-right corner.
2. Tap Delete – A confirmation dialog appears, asking you to confirm that you want to delete the record. The dialog shows the record’s name so you can verify you are deleting the right one.
3. Confirm the deletion – Tap Delete in the dialog to permanently remove the record, or tap Cancel to go back.

Search Records

Access Search

Search Tabs

• Sugestions: Shows recently viewed records. Servis.ai suggests records you have recently interacted with, making it easy to return to them.
• Favorites: Shows records and views you have marked as favorites by tapping the star icon.

Search by Keyword

1. Tap the search field at the top of the Search screen.
2. Start typing a keyword, name, or phrase. As you type, matching records appear in real time below the search field.
3. Tap any result to open that record.
4. To see a full results page, tap the “Search for…” option that appears at the top of the typing results.

Recent Searches

Quick Actions from the Home Screen

1. Tap the Actions button – In the bottom navigation bar, tap the center button (the plus icon with a rounded background). An Actions bottom sheet appears.
2. Choose an action – The Actions sheet shows options lilke Add Note, Add Task, Send Email, Make Call, Send Text, Add Attachment, and Assistant. The available actions depend on which apps your team has set up and your access permissions.
3. Complete the action – Each option opens a dedicated screen where you can fill in the details and save.

Best Practices

• Use favorites to bookmark records and views you access frequently – they appear in the Faorites tab on the Search screen.
• Long-press a record card to quickly access Connect Actions (email, call, share) without opening the record.
• When creating or editing a record, fill in the mandatory fields (marked with *) first to avoid the “Missing Information” prompt.
• Use the App title tap to switch between different saved views of the same App.
• The search bar at the bottom of the App screen filters records within the current view. For a global search across Apps, use the Search tab in the bottom navigation bar.
• If you accidentally start deleting a record, tap Cancel in the confirmation dialog – no data will be lost.

Troubleshooting