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...
Customizing the Riva Insight Header
Applies to Riva Insight Server 2017.4 or higher. Audience: Riva Insight Administrators, Riva Client Engagement Team, and Riva Success Team. Location of files referenced in this article: Riva Insight Cloud: Theme >...
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...
How to Filter Emails by Domain & More in Riva Insight
Riva Insight supports email domain filtering. This is done on the Context Matching page. Contents: Access the Context Matching settings. Filter emails by Domain: your own organization. Domain: other domains. User name...
Creating Enriched Icons in Riva Insight
Applies to Riva Insight Cloud and Riva Insight On-Premise. Server version: 2020.5 or higher. Outlook Windows add-in: version 1.32 or higher. Recommended: Match the Server's and add-in's version, as per the release notes. Audience:...
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:...
Riva Insight Administrator Guide
Applies to Riva Insight 2020.5 or higher. Audience: Your company's Riva Insight administrators. Welcome to the Admin Guide for Riva Insight. This online guide is a compilation of links to Knowledge Base articles and resources,...
Configure Display of CRM Data in Riva Insight Context View: 2021.3 or Higher
Applies to Riva Insight for Outlook. For Riva Insight 2021.3 or higher. This article is for your company's Riva Insight administrators to configure the display of CRM information in the Riva Insight context view. The Riva...
How to Migrate an On-Premise Riva Insight Server Manually
Applies to Riva Insight Server On-Premise. Table of Contents: Prepare the existing Insight server folder. Copy the Insight folder to the new server. Install the new Insight server (as a new Insight setup). Update the file paths in...
How to configure page size, max results & date range of Riva Insight context view search results
Audience: Riva Insight administrators. This is a provisional article that is subject to change. For any questions or concerns, contact the Riva Success Team. It is possible to configure the Riva Insight context view display results...
Link Directly to Your CRM Record Create Pages
Now you can have links to take you directly to your record create pages within your CRM, right from Insight. Background Riva Insight supports adding records into CRM through a simple, customozable create form. The forms may not...
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