Steps to view & export people records

View & export people records

View & Export People records:

  1. From Urva home page, click on People under Collection.
  2. Select the any people collection to view.
  3. Click on a record/item whose details is to be seen. Details are visible in new tab.
  4. Go to previous page, click on Exportimage-1654581843014.png on top right corner and export the customer data.
  5. People records will be downloaded in an excel format.

    • Related Articles

    • Update & Delete People records

      Update People Records: From URVA home page, go to People under Collections. Select the People records to view. Click on the Customer which you want to edit. Click on the Edit icon on the bottom right corner. (A new pop-up window will appear) Update ...

    • People Collection- Create Form & Add records in People Collection

      Customer data can be uploaded on the Urva web portal that can be assigned to the field users. This helps the field user to find the customer details for a customer visit. Create a Customer collection form, please follow below steps: On Urva home ...

    • Assign people records to users

      People Collection is adding the records in a collection created which can be done by two methods as below: Assign people records one by one to users: From the URVA Home page, click on "People" under "Collections." Choose the "People Collection" from ...