Applying and Saving Filters in URVA

Applying and Saving Filters in URVA

Filters help users refine any data based on specific conditions, making it easier to find relevant information. URVA app allows users to apply, save, and reuse filters for quick access.

Follow the steps below to apply and save filters in the task and customer list.
  1. From the URVA Hello Screen, go to the Customers card.
  2. Alternatively, navigate to the Work tab and select Customers under Contacts.
  3. Tap the  & then Filters button to view existing saved filters.
  4. Click New Filter to create a custom filter.
  5. Choose the required conditions from the dropdown options.
  6. Click Apply to filter the data based on the selected criteria.
  7. Click Save before applying to store the filter for future use.
  8. The saved filter will now appear in the list of available filters.
  9. You can visit pin filter from the Hello screen, and then apply additional filters on top of the pinned one to further narrow down your results.
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