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How to Apply Advanced Options to an Exchange Connection in Riva
Applies to Riva Cloud and Riva On-Premise. Advanced and custom options can be applied to a sync policy, a CRM connection, an email connection, or a user (entity). For Exchange connections, advanced options are added to the...
Changing "Processing Complete!" SmartConvert Category Name and Color
Applies to... When the SmartConvert of an email is successfully completed from Exchange to the CRM, it moves the email from the "- Create New" drop folder to the user's "Inbox" or "Sent Items" folder and assigns the dynamic category...
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