Mobile App
Auto change password (Mobile)
URVA has a password rotation policy which asks users to change password every 30, 60 or 90 days as per given their set-up for their organization. Please follow the below steps to change the password:- User will login into URVA mobile app. If the ...
Visiting Card
Mobile users can share their visiting card through any platform To share the Visiting Card, please follow the steps provided below:- From the URVA home page, click on the Account button. Click on the Share e-Business Card button and select the ...
Track User Activity Through URVA Story Status
Reporting persons can view their team's attendance/ task status in Story format. To view the story, please follow the steps below:- From the URVA home page, click on the Team module. Click on the status of the users to see their Attendance Check-in ...
Enable Dark Mode theme
Enable dark mode theme in URVA: From the URVA home page, go to the Account tab. Click on Settings. Find the option to change the theme. Under Theme, select Dark Theme. The app will automatically switch to dark mode.
Generate a Transcript for a call logged in URVA
URVA makes it easy to convert your call recordings into searchable text transcripts. This feature allows you to efficiently review and find specific information within your calls. Follow these straightforward steps to generate and access your call ...
Action button - to call from task on web
The field users can initiate the calls with the assigned customer using the Action button. To initiate the calls from the application, please follow the steps below:- From the URVA home page, Click on the Work module. Click on the form in which the ...
Mark Activities as Favourite
Favoriting activities allows you to easily access and prioritize them in your work tab. Follow the steps for marking the multiple activities as favourite: From URVA home page, go to Account. Next scroll down to find the Activities tab and click on ...
Urva Story Status
Now users can demonstrate their presence to their reporting person through a story, and the reporting person can also view their user's attendance status as a story. To update your presence as a story in URVA, please follow the steps below: From the ...
Task closure with OTP
Now you can authenticate the task closure with OTP verification. Here is how OTP verification while closing a task works: From ork tab, go to task which you need to close. After clicking Submit, there will be option to Generate OTP. Click on that and ...
How to connect with customers through URVA Voice?
Cloud Calling feature in Urva allows you to connect with customers seamlessly. With Urva Cloud Calling, you can enjoy a range of benefits such as Auto call recording, adding call logs, notes, and many more that will transform the way you connect with ...
Understanding Due Dates: What Are They and How Do They Work?
Essentially, we set a "Due date" for tasks on the dashboard of the "Hello" screen. This Due date is categorized into three parts: "Due today," "Due this week," and "Due this month". You have the option to establish a due date for each task ...
How To Disable the Developer mode in Android & IOS?
Here are the general steps to disable Developer mode on Android mobile phone: Android: Open the "Settings" app on your Android device. Scroll down and tap on "About Phone" or "About Device," depending on your device. Look for the "Build Number" or ...
How to clear app data?
For clearing URVA app data, please follow the steps below:- Tap on the URVA, Click on the App info. After that click on the "Storage and Cache" option Now click on the "Clear storage" option. Now click on "OK" the app data .
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 ...
Customer 360 Degree
To view the customer 360 Degree, simply follow these steps:- From the URVA home page, Click on the "Work" option. Now scroll down and click on the "Customers" option. After that it shows all the customers that has assigned to you. Click on the ...
Capture orders via app
To Capture orders via URVA app, simply follow these steps:- From URVA home page. Scroll down until you reach your activity form. Within the activity form, click on "In-Progress/To-Do". (Note: "In-progress" These are tasks you're actively working on ...
View customer Profile.
To view the customer profile mobile app, simply follow these steps:- From the URVA home page, Click on the "Work" option. Now scroll till the bottom of the page. Click on the "Customer Database/Customers" option. Now you see the overview of "Customer ...
Enable/Disable the support mode.
To Enable/Disable the support mode, simply follow these steps:- From the URVA home page, Click on the "Account" option. Click on the "Settings" option. Now you can see the "Support Mode" option from where you can "Enable/Disable" them.
Mark in/ Mark Out Attendance
Users can conveniently mark their attendance on the Mobile platform by following these simple steps: Start by accessing the URVA home page. Locate and tap on the "Mark attendance" button. Capture an image by selecting the "Click" button. To submit ...
How to check the Completed tasks?
To check the Completed tasks in mobile app, simply follow these steps:- Go to URVA's home page and Click on "Work." Look for a "tick mark" icon and click on it. You'll see a list of tasks that have been completed. Each task will have a unique ID and ...
How to complete the task?
To complete the tasks, please follow the below steps:- From the URVA home page, Click on the "Work" button. Click on the "Create or + " option. Pick the "Activity" and pick the "Territory". Give a "Name" of the task. (if optional) Click on the "CHECK ...
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). ...
What is the process for submitting the task from the Draft module?
In URVA, if you are unable to complete a task/ meeting schedule due to inavailaility of customers or the internet connectivity issue in that case the any incomplete action is automatically saved in the Draft part of the URVA app. To compete the ...
How to enable Secure Lock in URVA1?
The Secure Lock feature implemented in the URVA application provides an additional layer of protection and ensures enhanced security. By utilizing this feature, we prioritize safeguarding your data and maintaining the confidentiality of your ...
Basic Troubleshooting steps for task syncing issue
Refresh the profile through following steps:- From the URVA home page Click on "Account" option . Tap Refresh icon '⟳' (top right corner). After the loader finishes, the settings will complete refreshing. You can continue using the application. Check ...
Why I am getting "User account already is use. Try with another or contact your admin" Error?
User will get this error in following cases: When user will try to login from a different device without logging out of the previous device. User's previous session is not expired and active. To resolve this, the supervisor needs to "Reset Session" ...
Why am I getting "Username and password combination is invalid" error?
User faces this error message when he is using incorrect URVA User ID or Password to login into URVA app. Please make sure to cross-check that the user ID and Password entered are in the correct case (upper & lower) and it should be case-sensitive. ...
When I am tapping on CHECK IN, the page it is only loading, What do I do?
This error usually comes when the location is tunred off or battery optimization of the device is enabled. To check the same please perform the steps mentioned below: To Enable Location Services: Go to your Device Settings. Select "Location" ...
I am unable to click Images in URVA, if I tap on 'Click' nothing happens. How do I proceed?
Field users can face this error due to some reasons mentioned below, please follow the troubleshooting steps: Please check your device Memory free storage. If Memory is full please delete some data or move data to SD Card. If the issue is still not ...
I am unable to track location of my team. What should I do?
If location tracking for the mobile user is not appearing then confirm whether the you have followed the pre-checks/ troubleshooting steps: 1. Location services are enabled and the location mode/locating method is set to "High Accuracy" (These ...
Contact URVA team for help
If stuck anywhere in the URVA app or having a query then connect with our URVA support manager through the Live Chat option. Reach out to our 'URVA Support' through the following ways: Go to Account tab from Home Page. Scroll down to find the ...
I am unable to check in as location is not available. What should I do?
? Lost Without a Location? Let's Find Your Way! When a field user is unable to check as the location is not captured on the map, it can be a temporary issue. For location issues, perform the following troubleshooting: If you're trying to check in ...
Logout of URVA mobile application
Logout permissions are dependent on the company's requirements. Companies can provide or restrict access of user in account login. Based on the permissions field users can log out of the application either within shift timings or after the shift is ...
In my calendar why am I marked absent although I have done tasks for that day?
To avoid being marked absent in the calendar, user has to Mark Attendance in URVA at least twice a day: Mark IN and Mark OUT. To do this user can follow the steps mentioned below: Tap on the Attendance icon appearing on the Hello Page of the URVA ...
Why I am getting "User account already is use. Try with another or contact your admin" Error?
A User will get this error in following cases: When user will try to login in a different device without logging out of the previous device. User's previous session is not expired and is still active. URVA mobile application cannot be used on two ...
Why Mobile App showing pop-up to enable location?
Location Settings needs to be enabled at High Accuracy for carrying out many activities on the URVA App. Enable location in mobile device to login: When the user tries to log in with the device's location off, the user will get pop-up indicator ...
I am unable to login to mobile app. What shouId I do?
Sometimes, users may encounter difficulties when trying to log into the URVA app. To prevent such issues, please check and adjust your mobile device settings following these steps: Check your Location mode and set it to 'High Accuracy' (Android 9 & ...
When I am tapping on CHECK IN, the page it is only loading, what do I do?
This error usually comes when the location or battery optimization of the device is not disabled. To check this please perform the troubleshooting steps mentioned below: Go to Device Settings and Search "Location" settings. Open the location ...
My task are showing in 'Sync' and they are not getting synced, What do I do?
Tasks are synced/ updated to the server when there is strong internet connection. But sometimes tasks get stuck in 'Sync/Queue' due to poor internet connection or low network. UNSYNCED task will be shown at the top right corner of URVA Hello page. ...