Direct Track in Riva Insight Track in CRM
In Riva Insight 2021.1 or newer, along with Riva Sync 2021.1 or newer, Track in CRM can track an item directly from the Inbox or the Sent Items folder without moving or copying the item to the "- Create New Email" folder. Direct...
Track in CRM Appears in the Side Panel of Riva Insight
This article applies to both Riva Insight platforms (Cloud and On-Premise) and both Outlook add-ins (the Outlook Web add-in and version 2020.2 or higher of the Outlook Windows add-in). Track in CRM appears in the Riva Insight side...
Riva Insight: Feature - Login with Salesforce
Riva Insight users no longer need to manage Riva Cloud identity passwords. Requirements. Overview. To use the Login with Salesforce feature with Outlook. Requirements In order to leverage the "Login with Salesforce"...
Display Salesforce Data Based on End-Users' Permissions
Riva Insight On-Premise 2018.3 or higher can be configured to display Salesforce data according to the Salesforce end-users' permissions. This requires logging in with Salesforce. In previous versions of Riva Insight On-Premise or by...
My Day Overview
Availability Riva Insight Cloud 2023.4 Requirements Riva Insight Cloud Web Add-in Client Installed from Insight 2023.1+ Supports Outlook on the Web Outlook for Windows Outlook for Mac Outlook for Mobile...
My Day User Guide
Accessing My Day My Day can be access by clicking on "My Day" from the Riva Insight app bar. Overview When accessing My Day: The view will default to the current day. Today's upcoming meetings will be displayed. ...
Riva Copilot Overview
Availability Riva Insight Cloud 2024.1 Requirements Riva Insight Cloud Web Add-in Client Supports Outlook on the Web Outlook for Windows Outlook for Mac Outlook for Mobile (iOS/Android) What is Riva Copilot? ...
Riva Copilot User Guide
What is Riva Copilot? Riva Copilot Overview Accessing Riva Copilot First, you must open either any email in your inbox or compose a new email. Then you simply click the Riva Copilot button located at the bottom of Riva Insight. ...
Riva Insight Multilingual Support
Availability Riva Insight Cloud 2024.1 Supports Outlook on the Web Outlook for Windows Outlook for Mac Outlook for Mobile (iOS/Android) Overview Riva Insight now provides support for multiple languages. French...
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