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Star Records

Last update: June 27, 2025

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Add detailed records to your Browse Menu. This is useful when trying to gain quick access to records from any App that you work with often. 

Edition Qualifier: This feature is available in all Servis.ai editions.

User Permissions: No special permissions are required to use this feature. 

Star Detail Records

Starring a record is quick and easy:

  • Go to the record you want to star.
  • On the detail page, click the star icon next to the record name.
  • The record will be added to your menu for easy access anytime.

Once a record is starred, you can also use the search function to find it even faster.

Note: Starred records are visible at a user level, which means only you will see the records that you starred.


Picture of Corey Wilson
Corey Wilson

Technical Writer

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