Support Videos

• 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 will try to log in from a different device without logging out of the previous device. FeetPort mobile application can not be used on two different devices with the same credentials due ...

• 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 ...

• FOS/RM/Franchise FOS Responsibilities

  FOS/RM Responsibilities Dailly Activities: Mark in and Mark Out attendance View retailers View Beat Plan Take orders by retailer visit Mark in and mark out attendance: FOS need to MARK IN at the start of his shift and MARK OUT at the end of his ...

• How to login on Web Portal?

  Logging in to the web portal is easy: Go to https://web.urva.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 ...

• 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 ...

• Recent Articles

• 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 ...

• Gmail SSO Login Guide for URVA Users

  Gmail Single Sign-On (SSO) lets you securely log into the URVA platform using your Gmail account—provided you are already registered with your organization in URVA. Who Can Use This Only users already registered with your organization in URVA. Your ...

• Creating a Call-Based Goal in URVA

  Goals help you track performance against set targets. This guide will show you how to create a call-based goal and assign it to your team using simple steps. Steps to Create a Call-Based Goal From the Home page, go to Goals. Click + New Goal to ...