Recent Articles
Target and Goal Module : Target based on Call
The user can now create targets and goals based on calls. To create the Target, please follow the steps below:- 1. From the Home page, click on Admin Settings, then click on Target under the Performance Settings section. 2. To create a target, click ...
Managing and Assigning Routes to your team in URVA
Managing your daily customer visits just got easier with URVA’s new Add/Remove Customers feature in the Beat Plan. If you a manager, you can now adjust visit lists in real time—directly from your web dashboard. Step-by-Step Guide for route assignment ...
Bulk Deactivation of Users in URVA
This guide helps you quickly deactivate multiple users at once using a simple upload method. Ideal for cleaning up old or inactive user accounts efficiently. Steps to Bulk Deactivate Users: From the URVA home page, go to Users. Click the ellipsis (⋮) ...
Say Hello to UrvaShe – Your Smart Help Buddy
URVASheis not just another chatbot — it's your AI-powered smart assistant embedded inside the URVA ecosystem. Built to learn your workflows, processes, documents, and customer needs, URVAShe evolves into a trusted teammate who knows your business ...
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, ...