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Customers view on Map in URVA
The Nearby Customers feature in URVA helps users quickly locate and connect with assigned customers based on their geographical location. By accessing the map view, users can efficiently plan visits and reach out to customers with ease. Follow the ...
How to view assigned customers?
To view the assigned customers on mobile app, simply follow these steps:- Navigate to the URVA home page. Tap on the "Work" option. Scroll down to the "Contacts" section, where the list of collections assigned to you will be displayed. Select the ...
View and refresh Profile in a web portal
To refresh the profile from web follow below steps: From the URVA Home Page, hover the cursor over the Profile icon in the top right corner and click on it. Go to "My Profile". To refresh settings, click on the Refresh icon on the top right-hand ...
Searching for a Customer While Creating a Task in URVA
When creating a task, URVA allows you to search and auto-fetch customer details using different identifiers. This helps reduce manual entry and ensures accurate information is used. What You Can Search With: Customer Name Phone Number Email Address ...
How to refresh the profile?
Sometimes, We need to refresh the profile to check the update in the application. To Refresh the profile, Please follow the below steps:- From the URVA home page, Click on the "Account" option. Click on the "Circle icon " (Right hand upper corner). ...