Activities
PII (Personally Identifiable Information) Masking Guide
What is PII Masking? PII masking is a security feature that hides sensitive user information, such as names, addresses, and phone numbers, with asterisks (********), making it unreadable to unauthorized users. When does PII Masking Happen? Users ...
Enable Geo-Fencing on task
Geo-fencing of tasks involves setting up virtual boundaries or perimeters around specific geographic areas. When a field executive enters these predefined boundaries, certain tasks can be completed like check-in and visit completion. Follow the steps ...
Enable Distance Calculation
Now we can configure the activity form for calculation of the distance between the Check In location and the Customer Address Field. You can adjust different settings to calculate the distance between these two locations in the form like Media ...
How to enable/ disable Due date card from URVA app?
The cards on Hello Screen in URVA 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 ...
TAT base triggers
URVA Users can set the TAT based triggers in each activity by following the steps below: From URVA homepage, Go to the "Admin settings" and click on the "Activities". Now open the activity from the list accordingly and click on the "+New ADD ON" ...
Configure TAT for workflow stages
URVA Users can set the TAT based on the workflow stages in each activity by following the steps below: From URVA homepage, go to the Admin settings and click on the Activities. Now open the activity from the list accordingly and click on the "+New ...
Activity Interfaces
Activities is a handy module in URVA that lets you create and tailor data fields for easy form filling. You can choose from various interface options to smoothly collect and transfer data based on your specific form structure and needs. Say goodbye ...
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, ...