Riva CRM Integration - Documentation and Knowledge Base
Sub Categories

Managing Riva Insight
Adding Riva Insight Administrators
Applies to Riva Insight Server 2018.1 or higher. Audience: Riva Insight administrators. Location of files referenced in this KB: Riva Insight Cloud Company Settings >...
Customizing the Context View in Riva Insight 2017.3 or Higher
This article is not completely up to date. The articles that this article links to may be not completely up to date either. For questions or concerns, contact the Riva Success Team. "Context view" used to be called "Insight panel". The...
Configure Display of CRM Data in Riva Insight Context View
This is a provisional article that is subject to change. For any questions or concerns, contact the Riva Success Team. For Riva Insight 2020.5 or higher. This article is for your company's Riva Insight administrators to configure...
Configure the Track in CRM Fields of Riva Insight
Riva Insight 2021.3 or higher. Audience: Your company's Riva Insight administrators. Add a field to Track in CRM and position it in the layout. Edit a Track in CRM field. Order (sequence) the Track in CRM fields on a module's...
Configure Which Modules Are Searchable in Riva Insight
Applies to Riva Insight 2020.5 or higher. This is a provisional article that is subject to change. For any questions or concerns, contact the Riva Success Team. Contents: Choosing which modules are searchable Changing the display...
How to Filter Emails by Domain & More in Riva Insight
This is a provisional article that is subject to change. For questions or concerns, contact the Riva Success Team. Riva Insight supports email domain filtering. This is done on the Context Matching page. Contents: Access the...
Creating Enriched Icons in Riva Insight - 2020.5 or Higher
This is a provisional article that is subject to change. For questions or concerns, contact the Riva Success Team. Applies to Riva Insight Cloud and Riva Insight On-Premise. Server version: 2020.5 or higher. Outlook Windows add-in:...
Creating Enriched Icons in Riva Insight 2019.5 or Earlier
This is a provisional article that is subject to change. For questions or concerns, contact the Riva Success Team. Applies to Riva Insight Cloud and Riva Insight On-Premise. Server version: 2019.5 or earlier. Outlook Windows add-in:...