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Allow Task Creation Without Territory
This setting enables users to create tasks without assigning a territory. 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 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 ...
Map template with an Activity
Map any template with an activity form following these steps: From URVA Home page, under Admin settings go to Basic Setup and click on Templates. Click on the + New Template to add a new template and select any template type such as PDF, SMS, ...
Create different templates on URVA
One can create a template for notifications to be sent to any user or customer via SMS, Email, WhatsApp or a push notification. Create templates by following the steps mentioned below: From URVA home page, go to Admin Settings and then click on ...
Activity Interfaces
Activities is a powerful module that empowers you to define and customize the data fields necessary for seamless form input within the URVA platform. With a wide range of interface options available, you can effortlessly capture and transfer ...