Recent Articles
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, ...
Searching for a Customer While Creating a Task in URVA
When creating a task, URVA allows you to search and auto-fetch customer details using different identifiers. This helps reduce manual entry and ensures accurate information is used. What You Can Search With: Customer Name Phone Number Email Address ...
Restrict Repeated Tasks for the Same Customer
To avoid too many follow-ups on the same customer by the same person, URVA gives you the option to restrict task creation for a contact within a specific time period. What Does This Mean? Once a user completes a task for a contact, they cannot do ...