Allow Task Creation Without Territory

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• Task creation without territory assignment

  A territory must be assigned to a user in order for them to view customers and perform tasks. In cases, we can allow users to perform tasks without any territory assignment. To enable the permission, follow the steps: From the URVA home page, go to ...

• Task Territory Management- hide single territory

  This feature hides the territory selection fields on Check In page when there is only one territory assigned: Go to Admin Settings and open Activities. Select the Activity Form you want to modify. Click Access from the left menu. Navigate to Mobile ...

• Task Completion Email Notifications – Territory-Based Logic

  When a task is marked completed, URVA automatically sends email alerts based on specific conditions: Who Receives the Email? The reporting manager of the user who completed the task. The second-level reporting manager (manager’s manager). Any user ...

• Hierarchy-Based Geo-Fencing Feature

  Hierarchy-Based Geo-Fencing Feature Go to Admin Settings and open Activities. Select the Activity Form you want to modify. Click Access from the left menu. Navigate to Mobile App Preferences and enable "Allow task creation without territory". Save ...

• View, Create & Update Hierarchy

  URVA users can create a hierarchy and map that hierarchy to the users accordingly so that they can view the data according to the hierarchy. Create hierarchy one by one: Under Admin Settings, Go to Hierarchy. Now you can create hierarchy either by ...