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How to map a customer by their territory?
Mapping customers by territory allows users to directly select customers based on territories, saving them a significant amount of time. For allocating customer by their territory wise simply follow these steps: First, navigate to "Customers" under ...
Call Logs in Customer 360
This document will guide on accessing call logs within the Customer 360 interface and review communication history and gain valuable insights. Follow these steps to navigate to call logs seamlessly: From URVA home page, go to Customers. Choose the ...
How can a field user navigate to the customer's address with URVA?
To navigate directly to the customer's address from URVA, you can follow the steps mentioned below: From "URVA" home page, click on Work. Go to the specific "Activity". Select the particular task. Click on the "Actions" button under task. Locate the ...
Password change alert
The passwords for the URVA Mobile and Web applications expire every 90 days. A notification is triggered by default 7 days before the expiration date. To chanage the password, please follow the steps below :- From the URVA home page, You’ll see a ...
Shortcuts for Quick Actions
Shortcuts or quick actions are like fast lanes to common stuff in URVA. It helps you do things quickly right from the home screen. To use shortcuts in URVA: Go to the URVA home page. Look for the Plus+ icon (it's next to Admin settings). If you want ...