Riva CRM Integration - Documentation and Knowledge Base
Contacts and/or Leads
Intelligent Contact Creation, by Riva Sync
In Riva 2.4.56 or higher, Intelligent Contact Creation — in its simplest form — functions like this: If intelligent contact creation is enabled, Riva's Recommendation Engine starts evaluating the relevance of any email address (in...
Contact Duplicate Prevention: Detection and Handling Guide
Riva On-Premise includes a Contact Duplication Detection feature, as described in this article. Additionally, before using Riva to sync for the first time, there is a strategy to prevent duplicates if you have used an Outlook, IBM...
Contact Required Fields: Configuration Guide
Riva administrators can specify email contact record fields that must contain data before Riva can sync new contact records to the CRM. To specify required contact fields Start the Riva Manager application. On the menu bar,...
Enable the Deletion of "Private" Contacts Synced by Riva
Default Synchronization Behaviour When CRM contacts are deleted from an Exchange client, the default behaviour for Riva is the following. Deleting the contact from Exchange does not delete the contact from the CRM, because the CRM is...
Organic Contact Filtering Options for Riva Sync Policies
By default, the Riva Manager application provides mutually exclusive buttons to filter contacts by visibility or by ownership. Clients who need additional filter options can configure Riva to implement "organic contact filters". Riva...
Reset the Contact/Lead Max Record Count Filter
In Riva On-Premise, the sync policy Address Book page provides a Max record count filter that can be applied to the initial sync of contacts and/or leads. This filter is applied to every syncing user during the initial sync cycle. ...
Advanced Options: Add Edit / View Links to Email Contacts
By default, Riva provides an email item for each active Opportunity, Case, etc. under the AssignTo folders — selecting such an email opens the corresponding opportunity or case in the CRM. Riva also provides an Edit link and a View link...
Prevent Lead Synchronizing by Riva
To disable leads synchronization completely: In the Riva Manager application, on the menu bar, select Policies. In the right-pane, double-click the CRM synchronization policy. On the Address Books page, clear the...
Solution for: Not All CRM Contacts Appear in Outlook or GroupWise
Issue Why am I not seeing all the Contacts in my address book that I expect to see? Cause and Resolution There are two filters that control which contacts are synchronised from CRM to Exchange or GroupWise. These two...
Prevent Syncing New Contacts Marked as Private to CRM
There are two ways to allow users to selectively sync new contacts from Outlook / Exchange to the CRM with Riva. Both of these options work with Riva Cloud and Riva On-Premise. Option One: Outlook Client "Private" Setting For...
Prevent the Creation of Contact Records for Company Users
The SmartConvert process of Riva On-Premise can be configured to prevent creating contacts in three different scenarios: Scenario #1: Prevent creating contacts or leads that map to existing CRM users. Scenario #2: Prevent creating any...
Disable Syncing New Exchange Items to the CRM with Bidirectional Filters Enabled
Some customers have CRM workflows that are triggered when new contacts or leads are created. In those environments, customers want to implement the bidirectional syncing of contacts and leads but prevent Riva from syncing new Exchange...
Deleting Contacts: Default Behaviour for Exchange to CRM Synchronization
Default Synchronization Behaviour When CRM contacts are deleted from Outlook (or any Exchange client), the default behaviour for Riva is: Deleting the contact from Exchange does not delete the contact from the CRM, because the CRM is...
Manage Contact Matching & Creation for Calendar and Email Sync
Controlling how email recipient and email meeting invitees are matched to CRM users and contacts is done by selecting a combination of sync policy processing options. Processing options can be found in SmartConvert, to sync email and...