Hierarchy suggestions based on Home Address while assigning hierarchy

Hierarchy suggestions based on Home Address while assigning hierarchy

At the time of user creation, there is a field named "Home Address" against user. Now, when you're assigning them a place in the hierarchy, you'll see a list sorted based on the info in their home address, like the city name or ZIP code.

This will help in reducing time in searching the hierarchy.  For example: When you create user one by one, add Home Address with city name as Chandigarh, then you will get chandigarh hierarchy at top of the list while assigning hierarchy.

    • Related Articles

    • 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:- ...

    • 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. ...

    • Enable 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 ...