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Advanced: Disable Account Synchronization
Riva 2.4.44 or higher. Riva 2.4.43 or earlier. Riva 2.4.44 or Higher If the CRM contact module is synchronized, then by default, the CRM account module is not synchronized. To detect changes to the account module: As per the...
Add Prefix to CRM Account Name Created from Email Contact
By default, when Riva creates a new CRM contact based on an Exchange contact, Riva uses the value of the Company Name field or the domain of the contact's email to name the corresponding account or organization object. Riva-generated...
Auto-Generate a Default Account Name if the Company Name is Empty in Outlook
By default, if a user sets the category for an Outlook contact to the Riva-provided category, the sync attempts to create the contact in the CRM. If the Company Name field in the Outlook contact record is blank, the sync tries to...
Disable Syncing New Exchange Items to the CRM with Bidirectional Filters Enabled
Some customers have CRM workflows that are triggered when new contacts or leads are created. In those environments, customers want to implement the bidirectional syncing of contacts and leads but prevent Riva from syncing new Exchange...
Create CRM Account Name Without Domain Suffix or Country Code
Background: It is possible to configure Riva to create an account in the CRM when an email domain name does not match any account in the CRM. By default, the domain name is used as is to create the CRM account name, including the...
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