When "SmartConvert" and "AssignTo" are enabled and configured in a Riva CRM sync policy, email items are listed in top-level module folders, e.g. "Category Name\Opportunities" and "Category Name\Cases". By default, Outlook 2013, 2010 and 2007 will display the default columns used to display email items.
Riva will sync CRM specific fields which can be added as columns to the view for those module folders. For opportunities, users could add "Account Name", Amount", "Probability", and "Sales Stage" as columns and then use standard column sorting (ascending or descending) to quickly reorder the list.
The following steps can be used for Opportunities, Cases, Projects, and other modules when "SmartConvert" and "AssignTo" and enabled in the CRM sync policy.
The correct Outlook 2013 steps for this are:
The correct Outlook 2010 steps for this are:
The correct Outlook 2007 steps for this are: