How to Use Riva Insight (User Guides)
Use the Riva Insight Outlook Side Panel for Windows
Audience: End Users and Riva Project Team Lead. For instructions on how to use the Riva Insight Outlook Mail App for Office 365, Exchange 2016, or Outlook 2016 for Mac, see Use the Riva Insight Mail App, To use the Riva Insight...
Use the Riva Insight Mail App for Office 365, Outlook 2016, Outlook 2016 for Mac
Audience: End Users and Riva Project Team Lead. For instructions on how to use the Riva Insight Outlook side panel for Windows, see Use the Riva Insight Outlook side panel for Windows. To set up the Riva Insight Mail App for...
Riva Insight Panel: Tiles, Contact Information, and Settings
Major components of the Riva Insight panel Tiles Contact information Settings Riva Insight Panel Tiles Selecting a tile when you use the Riva Insight Outlook side panel for Windows or use the Riva Insight Mail App for Outlook...
Use Riva Insight Track in CRM
Audience: End Users. Track in CRM support for IBM Notes is coming soon. The purpose of Track in CRM is to create an additional relationship to an item that you want to have recorded in CRM. Contents: Limitations. Track a...
Use Riva Insight in Basic Mode
Audience: End Users. Purpose: When in basic mode (basic email tracking), you can track emails in the CRM even though you cannot see the Riva Insight panel or the Track In CRM button on Outlook's Home ribbon. you can sync emails...


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