Related Articles
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 ...
Data Refresh Interval (Every hours)
Data refresh interval is used to get the notification about Home, Contacts, Activity, Calendar and New in saved time. Configure Data Refresh Interval :- From URVA home page, click on the Admin Settings. Click on the App studio under the ...
Merged Field View in Forms (Activity & Collection)
URVA now supports merged field display — allowing you to combine multiple related fields (like address. text field) into a single view-only field while keeping each field editable individually. This helps keep your forms clean and readable, ...