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.
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 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
How to Check Download History in URVA
Follow the steps below to view the history: Step 1: Go to Admin Settings From the URVA homepage, click on Admin Settings in the left-hand menu. Step 2: Open Download History In the Admin Settings section, click on Download History. Step 3: View ...
Reassigning a Submitted Case with reason/ remarks
To enable supervisors to send back cases for correction with stage-based, mandatory remarks—so FEs can fix issues with clear context and direction. Steps to Reassign a Submitted Case with Correction Remark Step 1: Review the Submitted Case Go to the ...
Editing Price in the Order Form
This help document explains how users can edit the price field in the order form and how the system responds to those changes. Who Can Use This Feature? Users with access to the Order Form tab can edit prices before submitting an order in a task. ...
Task Completion Email Notifications – Territory-Based Logic
When a task is marked completed, URVA automatically sends email alerts based on specific conditions: Who Receives the Email? The reporting manager of the user who completed the task. The second-level reporting manager (manager’s manager). Any user ...
Task creation without territory assignment
A territory must be assigned to a user in order for them to view customers and perform tasks. In cases, we can allow users to perform tasks without any territory assignment. To enable the permission, follow the steps: From the URVA home page, go to ...
Support Manuals related to login and account set-up
Check history of files uploaded.
Check history of files downloaded from URVA.
Support Docs for Frequently asked questions
Documents related to client specific docs
Documents related to internal processes
Docs related to build updates
Help Docs related to "Customer Relationships" module.