People
Purge all records in People Collection
Customer records can be uploaded as new by deleting all previous added data. From URVA home page, go to Customers under Collections. Select the Customer collection. Click on + NEW and click on BULK UPLOAD tab. You will also see the option of Purge ...
Add area name and code in Customer Collection
URVA users can add the area field in Customer Collection one by one or in Bulk by using the steps which are mentioned below : To add retailer data manually, Please follow the steps below : 1. From the URVA home page, Go to the Customers under ...
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: 1. From URVA Home page, go to People under Collections. 3. Choose the People Collection from ...
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 ...
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 ...
View & export people records
View & Export People records: From Urva home page, click on People under Collection. Select the any people collection to view. Click on a record/item whose details is to be seen. Details are visible in new tab. Go to previous page, click on Export on ...