Masking in Collection/Activity (In cloud call option)

Masking in Collection/Activity (In cloud call option)

The details of any specific field can be masked for both Mobile and Web users.

To enable this functionality, please follow the steps below:-

  1. From the URVA home page, click on Admin Settings.
  2. Go to Activity Settings and click on Activity.
  3. Select the Form and choose the field you want to mask for the users.
  4. Click on Validations.
  5. Enable the Enable PII option and click on the Save button.
  6. Finally, click on the Save button again to save the activity.


Mobile application when the mask is enabled for any field.



    • Related Articles

    • 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. ...

    • 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:- ...

    • How to login on Web Portal?

      Logging in to the web portal is easy: Go to https://web.urva.app/ Enter 'Organization code' and click on Next. ( Organization code along with your Username and Password will be sent to you through an email) Enter Username and Password and click on ...