Related Articles
Enable multi-user assignment of collection item
Now, URVA users can enable multi-user assignments. By enabling this functionality, users are able to allocate collection items to more than one users at the same time. Enable the multi-user assignment of collection item: On URVA home page, Go to ...
Enable & add linked collection
URVA users can enable linked collections to display data from a separate database that is connected to the current collection. This feature helps users access relevant linked information without it being part of the existing database. Enable the ...
Restrict Repeated Tasks for the Same Customer
To avoid too many follow-ups on the same customer by the same person, URVA gives you the option to restrict task creation for a contact within a specific time period. What Does This Mean? Once a user completes a task for a contact, they cannot do ...
How to create the filter for Collection data?
To create the filter, please follow the steps provided in the below link:- Open the URVA page, Click on the "Customer" module located under the "Collections" section. Click on the "Filter" button. Set the desired criteria to filter the collection ...
Assign multi-users to collection items
Now, URVA users can do multi-user assignments with collection items. By using this functionality, users are able to allocate collection items to more than one user at the same time. Please follow the steps below to assign multi-users to collection ...