Task Territory Management- hide single territory

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• Allow Task Creation Without Territory

  This setting enables users to create tasks without assigning a territory. Go to Admin Settings and open Activities. Select the Activity Form you want to modify. Click Access from the left menu. Navigate to Mobile App Preferences and enable "Allow ...

• Task creation without territory assignment

  A territory must be assigned to a user in order for them to view customers and perform tasks. In cases, we can allow users to perform tasks without any territory assignment. To enable the permission, follow the steps: From the URVA home page, go to ...

• Task Completion Email Notifications – Territory-Based Logic

  When a task is marked completed, URVA automatically sends email alerts based on specific conditions: Who Receives the Email? The reporting manager of the user who completed the task. The second-level reporting manager (manager’s manager). Any user ...

• Create Bands for attendance management

  In order to create bands in URVA for attendance and leave management. It helps the web user to analyze the attendance history of the employees. Create bands through following steps: From URVA Home Page, go to Admin Settings . Click on Bands under the ...

• Task pdf summary trigger via email

  This trigger ensures that when a task is completed and moved to a specific stage, an automated email is sent to the customer. The email includes task details, a PDF summary, and an audio recording link (if available), keeping the customer informed. ...