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Remove Closed Module Items and AssignTo Drop Folders
By default, when a user closes a module item (for example, a case, opportunity, quote, order, or project), the Riva sync removes the item from the module folder and removes the corresponding drop folder from the applicable AssignTo folder...
Remove "Bad" Categories from Previously Synced Items or Users' Master Category List
In Riva, advanced options can be used to remove unwanted categories from previously synced items or from the users' Master Category List. The advanced options can be applied to a sync policy, which affects all the users...
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...
Add Prefix to Name of Account Created by Email SmartConvert
Applies to... By default, when Riva Sync processes contacts and accounts, when the SmartConvert does not successfully match an existing account, a new account is created in the CRM. Riva removes the email recipient name and the @...
Add Prefix to CRM Account Name Created from Email Contact
By default, when Riva creates a new CRM contact based on an Exchange contact, Riva uses the value of the Company Name field or the domain of the contact's email to name the corresponding account or organization object. Riva-generated...
Changing "Processing Complete!" SmartConvert Category Name and Color
Applies to... When the SmartConvert of an email is successfully completed from Exchange to the CRM, it moves the email from the "- Create New" drop folder to the user's "Inbox" or "Sent Items" folder and assigns the dynamic category...
Can Users Recover Deleted CRM Contacts and Tasks
Customers have requested a means to recover CRM contacts and tasks that may have been removed in error. Default Contact and Task Delete Handling Riva 2.4.33+ includes a new Advanced option to handle CRM contact/task removals. From a...
Resolve Outlook Mailboxes "Over Limit" Due to Overly Large Mass of Attachments
Issue User Exchange mailboxes are "Over Limit". Possible Cause The total size of attachments synced from the CRM to the email system caused the affected user's mailboxes to become full. This issue can occur especially during the...
Set "Exchange Sync Start Time Filter" on a per-module basis
If a customer is implementing Riva and would like to synchronize historic data to CRM, Riva needs the ability to poll for this historic items in Exchange. By default, Riva does not synchronize any historic data to avoid conflicts...
Set "CRM Sync Start Time Filter" on a per-module basis
This article applies to sync policies created in Riva On-Premise for Exchange, versions 2.4.29 through 2.4.45. Even after Riva On-Premise has been updated to 2.4.46 or higher, if the policy was created in 2.4.45 or earlier, this article...
Advanced Options to Control Riva Delete Polls for CRM Data
There is a solution if Riva consumes too many API calls or web service calls when sending queries to the CRM, asking if there are item deletions that need to be synced to Exchange. Advanced custom options are available to control the...
Prevent Syncing Private, Sensitive, or Restricted Meetings
In Riva Sync 2.4.34 or higher, you can prevent synchronizing (syncing) private, sensitive, or restricted calendar items from Exchange to the CRM. Note: Alternatively, private, sensitive, or restricted calendar items can be synced...
Advanced custom options to set CRM poll limits per sync cycle
Any one user with an enormous sync can eat up all the memory and bring the whole server to a crawl. Apply the Advanced Option Riva 2.4.33+ includes a custom option that can control the maximum number of items a user can poll per...
Include Additional CRM Fields in the Body of a Contact
By default, Riva synchronizes the standard and native information from CRM to Exchange. Each of the supported CRMs has different defaults and, therefore, a slightly different default field mapping. All CRMs support custom fields and...
Include Additional Appointment Fields in Body of Outlook Calendar Appointment
By default, the standard appointment information is synced from the CRM to the Exchange / Outlook calendar. Most CRMs support additional information fields in the CRM appointment. In Riva, it is possible to allow copying those...
Collector Accounts: Allow Creating Contacts Without Allowing Creating Accounts
A Collector Account acts as a default account when a match cannot be made against an existing contact. There is a straightforward way to identify and manually match the contacts and accounts at a later date. How Collector Accounts...
Custom options to uncancel Riva "Cancelled" Exchange appointments
The Riva Exchange sync policy now includes a re-initialization option to uncancel previously synced "Cancelled" calendar items. This option is used to reset "Cancelled" calendar items back to normal appointment status. By default, Riva...
Use Exchange Categories to Sync Items to CRM as Private
In Riva 2.4.35 or higher, it is possible to flag contacts and appointments as private for the Riva sync. This is done by defining Exchange / Outlook categories as private and using those categories in the users' Master Category List....
Ignore Closed Contacts for Email and Calendar Matching
When Riva syncs email and calendar items, a match is performed against CRM contacts. By default, that process includes closed CRM contacts. In Riva 2.4.35 or higher, it is possible to skip matching against closed contacts. To skip...
Custom Option to Reset Company Name If CRM Contact Assigned to Different Account
A customer reported that if he re-assigns a CRM contact to a different CRM account, Riva does not sync the update to modify the Company value in the Exchange CRM contact. Explanation The default is that Riva will not sync contact...
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