Riva CRM Integration - Documentation and Knowledge Base
General
Manage a Sync Policy - Riva Cloud
Audience: Riva Cloud Corporate admins; Riva Cloud Company admins and users. Contents: Modify the sync policy: Enable or disable the sync policy, Change the historic item filter start date, or Change the sync category name...
Riva Cloud Delete Safety
Riva's Delete Safety is a feature that reduces the likelihood of unintentional mass deletions when syncing your CRM and email system. When the number of queued deletions exceeds a threshold, Delete Safety issues an error, and Riva does...
Allow Deletions Blocked by Delete Safety - Riva Cloud
Riva's Delete Safety is a protocol that reduces the likelihood of unintentional mass deletions when syncing your CRM and email system. When the number of queued deletions exceeds a threshold, Delete Safety issues an error, and Riva does...
What is the "Lost & Found" Folder Created by Riva?
This article is about the folders created by Riva in an email client during a first time sync if there is a specific issue with category names or labels. There are other types of folders created by Riva: CRM-related folders created...
Change a Category's Color in a Riva Cloud Sync Policy
To change the color of a category in a Riva Cloud sync policy: Log in to https://www.rivacloud.com. Near the bottom right corner, select Edit Policy. On the Synchronization Policy Settings page, select the...
How to Limit the Number of Case or Opportunity Folders in Outlook
Applies to Riva Cloud and Riva On-Premise. Riva has options to limit the number of created Cases or Opportunities to the number specified. It is also possible to limit the number of AssignTo folders displayed in Outlook; this is...