Settings
All you need to know to customize servis.ai and take your business to new heights.
Company
- Languages
- Phone Preferences
- Email Preferences
- System Preferences
- Authentication Options
- Date Time Preferences
Jobs
Integrations
- Using GoTo
- Using Zoom
- Using Twilio
- Scheduled Imports Using SFTP
- GoTo VoIP Integration
- VoIP Integrations
Apps
- Duplicate Prevention
- App Settings (General)
- Apps
- App Settings (General)
- Card Configuration
- Form Fields
Advanced
See all 13 articlesAutomation Actions
- Bulk Update - Automation Action
- Generate Document - Automation Action
- Automation Actions - Index
- Slack Alert - Automation Action
- Create Task - Automation Action
- Add Note - Automation Action
Form Field Types
- Dynamic Calculated Fields
- Dot Walking Field
- Multi-Image Field
- Checkbox (Boolean) Field
- Choice List Field
- Stage Field