New Home Page with Dashboard View
We’re introducing a brand-new Dashboard View on your home page to give you faster access to key insights and tools. Here’s everything you need to know:
What’s New?
Dashboard View:
- See important metrics, insights, and quick shortcuts right on the home screen.
- Designed to help you save time and make informed decisions faster.
Old Home Screen Still Accessible:
- Prefer the previous layout? No problem! Access it by clicking the button next to the home icon on the navigation bar.
Why This Update Benefits You
- Time-Saving Insights: View critical data at a glance without extra clicks.
- Easy Navigation: Jump to your key tasks or tools directly from the dashboard.
- Flexibility: Switch between the new and old views whenever you like.
Customize Your Dashboard yourself
- Go to Dashboard Builder Dashboard button on the new home page.
- Select the metrics, tools, or reports you want to see.
- Save your preferences, and your personalized dashboard is ready!
What you saw:
What you will see now:
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 ...
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 ...
How to install URVA1 on your device?
One can easily download the URVA1 app on their device. Please visit the following links to download the URVA1 mobile application: Download URVA1 for Android from- https://play.google.com/store/apps/details?id=competent.groove.feetport Download URVA1 ...
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:- ...
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. ...