Riva CRM Integration - Documentation and Knowledge Base
Planning
Riva Insight Requirements
Audience: Project Team Lead, Riva Administrators, and Server and Infrastructure Team. Riva Insight Supported server platforms. Supported CRMs. Supported email servers. Supported email clients. Supported email web client...
Select the Riva Insight On-Premise Deployment Model
The primary challenge with deploying Riva Insight On-Premise is to handle high availability – especially in organizations that are not familiar with web technologies or do not host other scaled web-applications. Three configurations are...
Outlook: Which Riva Insight Outlook Add-in Is for You?
In Riva, the Insight panel and Track in CRM support two types of add-ins for Outlook: Outlook Web add-in. Windows add-in. Due to Microsoft moving away from Windows (COM based) Add-ins, the Outlook Web Add-in should be used for all...
Edge Chromium (WebView2) Support for the Riva Insight Windows Add-In
The Riva Insight Windows add-in 2021.4 now supports Edge Chromium (WebView2) as the embedded web browser. With support ending for Internet Explorer, it is highly recommended to use the latest version of the Windows Add-in (at a minimum...