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
Understanding Due Dates: What Are They and How Do They Work?
Essentially, we set a "Due date" for tasks on the dashboard of the "Hello" screen. This Due date is categorized into three parts: "Due today," "Due this week," and "Due this month". You have the option to establish a due date for each task ...
How To Disable the Developer mode in Android & IOS?
Here are the general steps to disable Developer mode on Android mobile phone: Android: Open the "Settings" app on your Android device. Scroll down and tap on "About Phone" or "About Device," depending on your device. Look for the "Build Number" or ...
How to clear app data?
For clearing URVA app data, please follow the steps below:- Tap on the URVA, Click on the App info. After that click on the "Storage and Cache" option Now click on the "Clear storage" option. Now click on "OK" the app data .
How to view assigned customers?
To view the assigned customers on mobile app, simply follow these steps:- Navigate to the URVA home page. Tap on the "Work" option. Scroll down to the "Contacts" section, where the list of collections assigned to you will be displayed. Select the ...
Customer 360 Degree
To view the customer 360 Degree, simply follow these steps:- From the URVA home page, Click on the "Work" option. Now scroll down and click on the "Customers" option. After that it shows all the customers that has assigned to you. Click on the ...
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 tries to log in from a different device without logging out of the previous device. URVA mobile application cannot be used on two different devices with the same credentials due to ...
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 ...
Create an Activity Form
Our innovative Activities module, revolutionizes the way you create and manage digital forms of any kind. One can effortlessly design, customize, and deploy dynamic digital forms tailored to your specific needs. Whether it's surveys, feedback forms, ...
How to login on Web Portal?
Login in web portal Go to https://web.feetport.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 Login. The login ...
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 ...
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.