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
Output Reports
View your customly designed reports, export them, slice them
User Reports
Support Docs for user reports
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.
Recent Articles
Task closure with OTP
Now you can authenticate the task closure with OTP verification. Here is how OTP verification while closing a task works: From ork tab, go to task which you need to close. After clicking Submit, there will be option to Generate OTP. Click on that and ...
Password Policy Document
Purpose: Enhance the security by implementing a regular password rotation procedure. Frequency of Rotation: Users must change their passwords at least every 90 days by default. Organizations may specify intervals such as every 30, 60, 90, 180, or 270 ...
How to enable Due date card from URVA app?
The card containing 'DUE DATE,' 'DUE THIS WEEK,' and 'DUE THIS MONTH' has been made permission specific for all organizations. If you want to enable this, follow the steps mentioned below: From the URVA home page, click on "Admin Settings." Now, ...
How can a field user navigate to the customer's address with URVA?
To navigate directly to the customer's address from URVA, you can follow the steps mentioned below: From "URVA" home page, click on work. Go to the specific "Activity". Select the particular task. Click on the "Action" button under task. Locate the ...
How to download the Location capture report.
It's a new feature for BSNL SalesPort Web users. Now, they will be able to download the location capture report based on the retailer count to track how many location capture form have been completed against the retailers. To fetch/view the report, ...