CRUD operation on Meeting and Reminder in Mobile platform
In the manager's mobile login, they can create, view, delete, and edit meetings and reminders as needed.
To create, view, delete, and edit meetings and reminders, please follow the steps below:-
- From the URVA home page, Click on the Accounts button.
- Click on the Meeting option to create, view, delete, and edit meetings.
- Click on the Reminder option to create, view, delete, and edit reminders.
Note: These actions are role-permission based.
Related Articles
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 ...Adding a Second reporting Manager for a user
If the first reporting person is deactivated then the field users can report to their second reporting person. To add the second reporting person. Here is how you can do it:- From URVA Home page, Go to the User option under the Identity manager. ...Move the task data of one territory to another
This option helps you transferring the task data from one territory to another in case there is some change in hierarchy levels or reduction in levels. In this way, back up of the data cna be taken. Move the task date of one territory to another:- ...Enable/Disable Multi-factor Authentication on a user login
Follow the below steps to enable multi-factor Authentication on a user login :- From the URVA Home page. Go to the Users under the Identity management module. Search and click on the User with the help of Filter. Click on Multi-Factor Authentication ...Customize your Login page
URVA has a feature to customize the login page as per organization's requirements. Here is how to use this feature: On URVA home page, Go to Basic setup under Admin settings and select the UI settings. Now click on the view under Login UI settings ...