Add Contact/Customer in URVA

Add Contact/Customer in URVA

To create a new contact/customer, please follow the steps below:- 

  1. From the URVA home page, click on the Work module.
  2. Scroll up and click on the View button under the Collection section.
  3. Click on the three-line menu and Click on the Plus + Icon. 
  4. Choose the appropriate stage for the new collection. Click on the Next button.
  5. Complete all the required fields with the necessary information.
  6. Once all details are filled in, click on the SUBMIT button.


Quote

💡 Helpful Insights

  1. Users can create new leads offline through the collection form.
  1. Server-dependent features like search will not work offline.
  1. Collection form must be preloaded for offline access.
  1. Un-synced entries may show a pending sync status.
  1. Sync happens automatically once internet is restored.


    • Related Articles

    • People Collection- Create Form & Add records in People Collection

      Customer data can be uploaded on the Urva web portal that can be assigned to the field users. This helps the field user to find the customer details for a customer visit. Create a Customer collection form, please follow below steps: On Urva home ...

    • Customer 360 degree view in app

      Now customers can see the latest features in the Contacts module via customer 360 view. The latest features of this module have mention below: From URVA Home page, go to the Contacts tab. Select any particular Contact Collection and open it. Now the ...

    • Add area name and code in Customer Collection

      URVA users can add the area field in Customer Collection one by one or in Bulk by using the steps which are mentioned below : To add retailer data manually, follow the steps below : From the URVA home page, Go to the Customers under Collection. ...

    • Purge all records in People Collection

      Customer records can be uploaded as new by deleting all previous added data. From URVA home page, go to Customers under Collections. Select the Customer collection. Click on + NEW and click on BULK UPLOAD tab. You will also see the option of Purge ...

    • View customers in a map view

      URVA users can view the customers in map view by following the steps below; On URVA home page, Go to People under Collections. Choose the customer collection from the list. All records will be visible, now click on the " Map" option from the left ...