Knowledge Base
Getting Started
Support Manuals related to login and account set-up
Tasks
View tasks done by your teams and yourself in one place
Calendar
View presence, beat planning, meetings, reminders in a calendar to manage your day.
Files
Upload files and share with your teammates.
Beat Plan
Create and assign beat plans for team journey planning.
Goals
Set goals for your teams, over a time period and make changes
Location Analytics
View location history of your team and make informed decisions
People
View customers, modify stages, view interactions and more
Products
One place to manage all your products
Process
Use your organizational reports & other data from here inside dashboards
Advanced Reports
View your customly designed reports, export them, slice them
User Reports
Support Docs for user reports
Call Reports
Reports of all calls done between customers and users
User
Create, view & edit users, manage their profiles and more
Roles
Create roles
User Groups
Bulk assign activities, contacts to users through groups
Subscribers
Create subscribers to share information with non-users
Admin Settings
Simplify software management and configuration with our comprehensive Admin Settings module, empowering users to seamlessly perform background configurations.
URVA Connect
Support Docs related to URVA Connect
FAQs
Support Docs for Frequently asked questions
Whitelabelled Apps
Documents related to client specific docs
Internal Process Documents
Documents related to internal processes
Dashboard
Support Docs related to Dashboard
Collections
Support Manual related to all 4 types of collections
Build Updates
Docs related to build updates
Customer Relationships
Help Docs related to "Customer Relationships" module.
Campaign
Help Docs related to Campaign
Recent Articles
Setting Up Unique Fields in URVA Tasks
To ensure that each task has a unique identifier, you can configure specific fields to serve as a unique combination when creating a task in URVA. Navigate to Access settings under Activities. Under Uniqueness, select the fields you want to combine ...
Creating Campaigns with URVA
With URVA’s Campaign feature, you can easily reach your target audience through multiple platforms like email, Telegram, or push notifications. This guide provides a simple, step-by-step walkthrough to help you set up a campaign that can be sent ...
Filter and Compare Products in URVA
With URVA, users can filter products and compare them side by side to make an informed decision. This guide will help you understand how to filter and compare products from a collection. From the URVA home page, go to Account and select Products. ...
Summary visit permission report - MGL
To download the Summary Visit Permission Report, please follow the steps below:- From the URVA home page, click on Advanced Reports under the Analysis section. Click on the Config/View button under the Summary Visit Permission Report card. Select the ...
Visit permission report - MGL
To download the visit permission report, please follow the steps below:- From URVA home page, click on Advanced Reports under the Analysis section. Click on the Config/View button under the Visit Permission Report card. Select the level, such as ...
Support Manuals related to login and account set-up
Support Docs for Frequently asked questions
Documents related to client specific docs
Documents related to internal processes
Support Manual related to all 4 types of collections
Docs related to build updates
Help Docs related to "Customer Relationships" module.