Riva CRM Integration - Documentation and Knowledge Base
Sub Categories

Manage Sync Policies
Settings Hierarchy and Overrides: Riva On-Premise
(Riva 2.4.43.37305 or higher.) When an instance of Riva executes, settings are loaded from various locations. These settings are applied in order of least precedence to those of greatest precedence. When the same setting is configured...
Prevent Every Riva User from Syncing in Multiple Sync Policies
Warning: If a module (like Appointments or Tasks) is synced in multiple sync policies, it is crucial to prevent any user from syncing in two or more of those policies; otherwise, duplicate entries will be created in that module in the CRM...
Performance Counters in Riva On-Premise
In Riva On-Premise 2.4.43.37367 or higher, it is easy to configure performance counters. Performance counters provide valuable insight into the synchronization performance. Counters count sync events such as the creation of an...
Rename Folders and Categories and Reset Sync Start Date (Riva 2.4.39 and Earlier)
Customer Question: I created a new policy, but am not able to rename the Parent folder name for convert folders from Create New to Archive to CRM. I know there is a trick to it. Would you please let me know how to do that? Answer: ...
Display Name of Syncing Connections in Riva On-Premise
In Riva 2.4.46 or higher, it is possible to assign a user-friendly Display Name to any CRM or email system connection. (By default, the Display Name is set to the same value as the connection name.) Where is it assigned? Where does it...