Collections
Mark as important
Mobile users can prioritize their assigned tasks by marking them as important. To mark as important of the tasks, please follow the steps below:- Go to the URVA home page and log in if needed. Click on the Work module. Pick the activity that contains ...
How to create the filter for Collection data?
To create the filter, please follow the steps provided in the below link:- Open the URVA page, Click on the "Customer" module located under the "Collections" section. Click on the "Filter" button. Set the desired criteria to filter the collection ...
Assign multi-users to collection items
Now, URVA users can do multi-user assignments with collection items. By using this functionality, users are able to allocate collection items to more than one user at the same time. Please follow the steps below to assign multi-users to collection ...
Data Refresh Interval (Every hours)
Data refresh interval is used to get the notification about Home, Contacts, Activity, Calendar and New in saved time. Configure Data Refresh Interval :- From URVA home page, click on the Admin Settings. Click on the App studio under the ...
Enable Time Insights
URVA users can enable time insights for workflow stages by following the steps below: On URVA home page, Go to Customers under Collections. The collection list will appear, select the collection accordingly. Now click on the icon from the top right ...
Enable multi-user assignment of collection item
Now, URVA users can enable multi-user assignments. By enabling this functionality, users are able to allocate collection items to more than one users at the same time. Enable the multi-user assignment of collection item: On URVA home page, Go to ...
Enable & add linked collection
URVA users can enable linked collections to display data from a separate database that is connected to the current collection. This feature helps users access relevant linked information without it being part of the existing database. Enable the ...