Related Articles
Create & Update Triggers
Create Triggers: Trigger messages can be configured by the user, which can be sent to the customer as well as the supervisor/ user himself through email, SMS, WhatsApp, or push notifications. To add trigger messages, follow the below steps: From URVA ...
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 ...
View, Create & Update Hierarchy
URVA users can create a hierarchy and map that hierarchy to the users accordingly so that they can view the data according to the hierarchy. Create hierarchy one by one: Under Admin Settings, Go to Hierarchy. Now you can create hierarchy either by ...
Create Holiday Calendar
Holiday calendar consists details of working days and holidays define for users. Create a holiday calendar with following steps: From URVA home page, click Admin Settings and then go Holiday Calendar. Click on NEW Holiday icon to create holiday ...
Create a Workflow
A workflow is the sequence of processes through which a task (a piece of work) passes from initiation to completion. In simple words, a workflow is a set of different stages of a task. To know more about a workflow, (click here). Create a workflow ...