Knowledge Base
Getting Started
Support Manuals related to login and account set-upTasks
View tasks done by your teams and yourself in one placeCalendar
View presence, beat planning, meetings, reminders in a calendar to manage your day.Files
Upload files and share with your teammates.Upload History
Check history of files uploaded.Downlaod
Check history of files downloaded from URVA.Beat Plan
Create and assign beat plans for team journey planning.Goals
Set goals for your teams, over a time period and make changesLocation Analytics
View location history of your team and make informed decisionsPeople
View customers, modify stages, view interactions and moreProducts
One place to manage all your productsProcess
Use your organizational reports & other data from here inside dashboardsAdvanced Reports
View your customly designed reports, export them, slice themUser Reports
Support Docs for user reportsCall Reports
Reports of all calls done between customers and usersUser
Create, view & edit users, manage their profiles and moreRoles
Create rolesUser Groups
Bulk assign activities, contacts to users through groupsSubscribers
Create subscribers to share information with non-usersAdmin 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 ConnectFAQs
Support Docs for Frequently asked questionsWhitelabelled Apps
Documents related to client specific docsInternal Process Documents
Documents related to internal processesDashboard
Support Docs related to DashboardCollections
Support Manual related to all 4 types of collectionsBuild Updates
Docs related to build updatesCustomer Relationships
Help Docs related to "Customer Relationships" module.Campaign
Help Docs related to Campaign
Recent Articles
Merged Field View in Forms (Activity & Collection)
URVA now supports merged field display — allowing you to combine multiple related fields (like address. text field) into a single view-only field while keeping each field editable individually. This helps keep your forms clean and readable, ...Searching for a Customer While Creating a Task in URVA
When creating a task, URVA allows you to search and auto-fetch customer details using different identifiers. This helps reduce manual entry and ensures accurate information is used. What You Can Search With: Customer Name Phone Number Email Address ...Restrict Repeated Tasks for the Same Customer
To avoid too many follow-ups on the same customer by the same person, URVA gives you the option to restrict task creation for a contact within a specific time period. What Does This Mean? Once a user completes a task for a contact, they cannot do ...Gmail SSO Login Guide for URVA Users
Gmail Single Sign-On (SSO) lets you securely log into the URVA platform using your Gmail account—provided you are already registered with your organization in URVA. Who Can Use This Only users already registered with your organization in URVA. Your ...Creating a Call-Based Goal in URVA
Goals help you track performance against set targets. This guide will show you how to create a call-based goal and assign it to your team using simple steps. Steps to Create a Call-Based Goal From the Home page, go to Goals. Click + New Goal to ...
Popular Articles
Why I am getting "User account already is use. Try with another or contact your admin" Error?
User Account Already in use A User will get this error when he will try to log in from a different device without logging out of the previous device. FeetPort mobile application can not be used on two different devices with the same credentials due ...Tasks movement/ actions performed on URVA web
Move tasks/ approve tasks from one state to another : From URVA Home Page, click on the Tasks module under Operations. Choose the Task that is completed by the field user. You can choose the check mark icon against any of the tasks. Click on the ...FOS/RM/Franchise FOS Responsibilities
FOS/RM Responsibilities Dailly Activities: Mark in and Mark Out attendance View retailers View Beat Plan Take orders by retailer visit Mark in and mark out attendance: FOS need to MARK IN at the start of his shift and MARK OUT at the end of his ...How to login on Web Portal?
Logging in to the web portal is easy: Go to https://web.urva.app/ Enter 'Organization code' and click on Next. ( Organization code along with your Username and Password will be sent to you through an email) Enter Username and Password and click on ...Create & Edit Users
User Creation: URVA is available for 2 platforms i.e. web/desktop and mobile. The user IDs created can be accessed as per permission given to them to work on either web or mobile. Based on the role permissions, the ID can be used on either web or ...