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Riva CRM Integration - Documentation and Knowledge Base
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Riva On-Premise - CRM Sync
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Manage Riva On-Premise (Admin Guides)
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SmartConvert
Options
SmartConvert
App.Setting to Disable Account Matching for SmartConvert
Add Prefix to Name of Account Created by Email SmartConvert
Duplicate Contact Scenarios Explained
How SmartConvert Can Support Generic - Personal Email Domains (@gmail.com, @yahoo.com)
Match New Contacts Based on "Company Name" and "Email Address"
Remove Closed Module Items and AssignTo Drop Folders
Preventing Riva from Creating Unwanted Accounts and Contacts in the CRM
Automatically Sync All Sent Items and/or All Inbox Emails
Error - No Matching Contacts
Can Riva Create Accounts and Leads when Converting an Email?
Option to Automatically Remove Emails Missing Required Matches
Create Case/Opportunity Error: REQUIRED_FIELD_MISSING
SmartConvert: Skip Processing Email or Appointment If Certain Recipients or the Sender Match Defined Email Domains
SmartConvert: CRM Account (Org) Matches Must Be Unique by Email Domain
Email processing option: Sync original MIME email as .EML attachment in the CRM
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