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Riva Insight Cloud: Log in to Insight Context View (Panel)
Audience: End Users and Project Team Lead. To log in to the Insight context view (panel): Open your client. If you are using Outlook Web App: Select an email, click on the three dots, and select the Riva Insight add-in. ...
Riva Insight: Components of Context View
This article is evolving, as new features and functionality to Riva Insight is released. For questions or concerns, contact the Riva Success Team. The Riva Insight context view used to be called the Insight panel. It is the display of...
Use Riva Insight Track in CRM
Audience: End Users. The purpose of Track in CRM is to create an additional relationship to an item that you want to have recorded in CRM. Contents: Limitations. Track a contact.> Track an appointment, email, or task. On...
Use Riva Insight in Basic Mode
Audience: End Users. Purpose: When in basic mode (basic email tracking), you can track emails in the CRM even though you cannot see the Riva Insight panel or the Track In CRM button on Outlook's Home ribbon. you can sync emails...
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