Riva CRM Integration - Documentation and Knowledge Base
Sync Policies
Create & Configure a Sync Policy for Exchange or HCL Notes
Important Note: Riva makes use of Categories as the indicator that an item needs to be synchronized to the CRM. When Riva syncs data from the CRM to each mailbox, the Riva service automatically assigns the appropriate category. Create...
Create & Configure a Sync Policy for Google's G Suite
Important Note: Riva makes use of G Suite labels, similar to Exchange folders. That is why the Riva Manager application and other user interfaces show the word "folder" while the documentation refers to "labels". Create a sync policy:...
Create & Configure a Sync Policy for GroupWise
Recent modifications to features and enhancements to Riva have resulted in changes to the layout of most of the CRM sync policy settings tabs with additional options being made available. Please refer to this document when creating a CRM...
CRM-Related Folders Created by Riva in Email Clients
This article concerns the folders created by Riva in an email client to process or store emails synced with the CRM. There are other types of folders created by Riva: Lost and Found folders. Riva server installation folders. ...