Riva CRM Integration - Documentation and Knowledge Base
Calendaring
Calendar: Append a List of Attendee Contact Info to the Body of the Appointment
Riva Cloud Calendaring Modules option: Calendar: Append attendee contact info details to appointment body?: If this option is enabled, Riva appends a list of the CRM attendees' contact information (email address and associated account)...
Processing the Attendees of CRM-Originating Appointments
Applies to Riva Cloud and Riva On-Premise for all the CRMs supported by Riva. the email systems supported by Riva except Google. Potential Issue Because CRM-originating appointments are synced to all the attendees, issues can...
Synchronize Exchange or Google Recurring Appointments
How Riva Handles Exchange or Google Recurring Appointments This section applies to both Riva Cloud and Riva On-Premise. After you configure Riva to sync Exchange or Google recurring appointments (procedure for Riva Cloud; procedure...
Declined Appointment Polling: Overview, Setup, and Troubleshooting
Contents: Requirements. What is Declined Appointment Polling? Benefits of Declined Appointment Polling. Setting up Declined Appointment Polling. Troubleshooting Declined Appointment Polling. Requirements Riva Sync 2021.3 or...
Move Calendar Items from Lost and Found Calendar to Default Calendar
To move items from the Lost and Found calendar to the default calendar: In Outlook, select the Calendar. On the View ribbon, select Change View, and choose List. In the left pane, under My Calendars, select Lost and Found. ...