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Riva CRM Integration - Documentation and Knowledge Base
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Knowledge Base Home
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Riva On-Premise - CRM Sync
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Manage Riva On-Premise (Admin Guides)
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Email Systems
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Exchange (EWS)
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Advanced Options & Settings
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Advanced Options & Settings
How to Apply Advanced Options to an Exchange Connection in Riva
Exchange Universal Change Detection (Exchange UCD)
Change Notifications for Exchange UCD
Advanced Settings for Apple, Android, BlackBerry, and Other ActiveSync Mobile Devices
Riva Solution for a Line Break / Carriage Return Issue (CRM & Outlook/Exchange)
Private Appointments Handling
Prevent Syncing New Contacts Marked as Private to CRM
Synchronize Exchange or Google Recurring Appointments
Custom Option to Set a Hard Start Date for Appointment Sync
Changing "Processing Complete!" SmartConvert Category Name and Color
Prevent Syncing Private, Sensitive, or Restricted Meetings
How to Refresh EWS Connection AutoDiscover Host Data
Custom option to treat skipped calendar items as "Private"
Advanced Options to Control Riva Delete Polls for CRM Data
Custom options to uncancel Riva "Cancelled" Exchange appointments
Ignore Closed Contacts for Email and Calendar Matching
Custom Option to Flag New Riva Quick Summary Emails as Read After Syncing Them
Hard or Soft Delete Items in Riva-Created Folders for Opportunities, Cases, Etc.
Limited Delegate Access in Riva
Manage Custom Categories on the Exchange Color Categories List
Conversation Follow: Syncing Conversations to Your CRM
Update an OAuth Certificate-Based Exchange Connection with a New Certificate
Declined Appointment Polling: Overview, Setup, and Troubleshooting
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