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
Stay Updated with URVA News Feeds
The News feed feature in the URVA app keeps you informed about updates relevant to your organization. You can easily browse personalized news articles and share them with assigned contacts for better team collaboration. Steps to Access and Use the ...
Quick task creation(Mobile user)
You can now add the Quick Task URVA widget to your screen, enabling you to effortlessly capture activity details like photos and audio recordings. To enable the Quick Task URVA widget, please follow the steps below:- From the URVA home page, Click on ...
New Home Page with Dashboard View
We’re introducing a brand-new Dashboard View on your home page to give you faster access to key insights and tools. Here’s everything you need to know: What’s New? Dashboard View: See important metrics, insights, and quick shortcuts right on the home ...
Verify email address from URVA mobile app
The email verification feature ensures that your email is authenticated, allowing you to seamlessly use all URVA functionalities. If your email isn't verified, you'll receive a prompt to complete the process. Here's how it works: Receive an alert on ...
Masking in Collection/Activity (In cloud call option)
The details of any specific field can be masked for both Mobile and Web users. To enable this functionality, please follow the steps below:- From the URVA home page, click on Admin Settings. Go to Activity Settings and click on Activity. Select the ...
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.