How to Modify Column Views for Case & Opportunity Lists

Article ID: 459
Last updated: 27 Mar, 2015

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.

Steps for Outlook 2013

The correct Outlook 2013 steps for this are:

  1. Click the Opportunities folder.
  2. Right-click the column header (where it says From, Subject, Received) and select "View Settings".
  3. In the "Advanced View Settings: Compact" window, click "Columns".
  4. In the "Show Columns" window, in the "Select available columns from" drop-down menu, select "User-defined fields in folder".
  5. That is where the Riva custom column menu items appear.

Steps for Outlook 2010

The correct Outlook 2010 steps for this are:

  1. Click the Opportunities folder.
  2. Right-click the column header (where it says From, Subject, Received) and select "View Settings".
  3. In the "Advanced View Settings: Compact" window, click "Columns".
  4. In the "Show Columns" window, in the "Select available columns from" drop-down menu, select "User-defined fields in folder".
  5. That is where the Riva custom column menu items appear.

Steps for Outlook 2007

The correct Outlook 2007 steps for this are:

  1. Click the Opportunities folder.
  2. Right-click the column header (where it says From, Subject, Received) and select "Customize Current View".
  3. In the "Customize View: Messages" window, click "Fields...".
  4. In the "Show Fields" window, in the "Select available columns from" drop-down menu, select "User-defined fields in folder".
  5. That is where the Riva custom column menu items appear.

Applies to

  • Riva CRM Integration for Exchange
  • Outlook 2007, 2010


Article ID: 459
Last updated: 27 Mar, 2015
Revision: 1
Views: 6061
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