These release notes provide a quick overview of the major enhancements and fixes included in the following release:
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KB Articles are still pending for this release - KB articles will appear as "Article Title" (available soon)
Highlights of top level changes included in 2.4.37
This release includes the following top level enhancements:
Quick Links to changes included in this release
Changes to Riva Sync Policies
Changes to Riva Sync Policy for Exchange
- Address Book option "Replace Outlook contact website field ..." enabled for leads - The sync policy Address Book page option "Replace Outlook contact website field with Contact web-link to view Record in CRM" option will now open the item for both CRM contacts and CRM leads in view mode.
- Calendar option to override default Outlook notification time on new appointments - Added option to over-ride the default Outlook notification alarm for new appointments created by Riva. Note: Reminder notification has to be disabled for this to be set.
- SmartConvert option to sync email body as attachment - Certain CRMs (like Oracle Fusion) have limited email description fields, so the email can't really be properly represented. Added an option to allow the email body to be saved as an attachment (available in SmartConvert, Inbox and Sent Items pages).
- Added option for Attendee syncing option to disable creates for CC/BCC - Added option in Attendee Syncing page to enable matching against CC and BCC attendees but to disable creating new CRM contacts for unmatched CC or BCC attendees. Option is also added to "Inbox" and "Sent items" module pages.
Changes to Riva Sync Policy for IBM Notes
- Address Book option "Replace Lotus Notes contact website field ..." enabled for leads - The sync policy Address Book page option "Replace Lotus Notes contact website field with Contact web-link to view Record in CRM" option will now open the item for both CRM contacts and CRM leads in view mode.
- Calendar option to override default reminder notification on new appointments - Added option to over-ride the default Notes reminder notification time for new appointments created by Riva. Note: Reminder notification has to be disabled for this to be set.
- Removed options to sync mime as attachment if Notes connection - Mime attachments are not supported in IBM Notes, so removed options to save email as mime attachment if sync policy uses a Notes connection.
- SmartConvert option to sync email body as attachment - Certain CRMs (like Oracle Fusion) have limited email description fields, so the email can't really be properly represented. Added an option to allow the email body to be saved as an attachment (available in SmartConvert, Inbox and Sent Items pages.
- Added option for Attendee syncing option to disable creates for CC/BCC - Added option in Attendee Syncing page to enable matching against CC and BCC attendees but to disable creating new CRM contacts for unmatched CC or BCC attendees. Option is also added to "Inbox" and "Sent items" module pages.
Changes to CRM Connections / Sync Policy
- Added advanced connection tests - Extended Test Connection module page in CRM connection editor to include check box to run advanced connection tests. Advanced tests include a "Poll changes" test and a "Get by ID" test.
CRM Specific Enhancements / Fixes
Goldmine
- GoldMine: Custom option to make poll changes on "contsupp" table configurable - Riva checks the GoldMine "ContSupp" table for changes during each sync poll. Added custom option to skip polling the "ContSupp" table. Learn more ... "GoldMine: Custom option to skip polling the ContSupp table" (available soon)
Info@Hand
- Info at Hand: Opportunities losing spacing in the CRM to EX direction - BugFix to correct sync issue for opportunities from CRM to Exchange where the formatting of the CRM Description field lost its formatting and spacing so test appears as a single paragraph in Exchange.
MS Dynamics CRM
- MSCRM 2011 Connection: Added LiveID support - Modified the MSCRM 2011 (XRM) connection to add LiveID URLs and added drop-down box to select the applicable Office365 or LiveID address. Connection should be set to use "Standard" authentication method.
- MSCRM 2011 Connection: Auth Method drop-down - If the connection is for an On-Premise or Hosted MS Dynamics CRM instance that is Active Directory enabled, the connection can be configured to support this auth method. This can be used for Office 365 configured in the Hybrid Deployment that authenticates against the customer's on-premise Active Directory store.
- MSCRM 2011: Lead category added to master category list when not enabled in sync policy - BugFix: Corrects issue reported by customer that Riva was add a "Lead" category to the user's Master Category List even though "Leads" were not enabled in the sync policy.
- MSCRM 2011: Service Appointment description not syncing from MSCRM to Notes - By default, Riva does not all users to update the body of a IBM Notes originating appointment from the CRM.
- MSCRM 2011: Riva syncs changes to description from Notes to CRM for Closed service appointments - This is working as designed as it allows users to update notes to service appointments from Notes after the appointment is completed and closed.
- MSCRM 2011: Added connection option to include the Organization name in the URL - When Riva adds the URL for contact website links or to edit or view opportunities and cases, the URL is incorrect because it does not include the CRM organization name. The user can confirm this be editing a contact record in the CRM and verifying if the Organization name is in the URL. Checking this option will correct the issue.
NetSuite
- NetSuite: Removed 2008 API - removed all references to the 2008 Netsuite API from Riva.
- NetSuite: Implement 2013.2.0.0 API - implemented NetSuite 2013.02.0.0 API to replace the 2008 NetSuite API that is removed from Riva
- NetSuite: Sync email as NetSuite task - With NetSuite 2014, ability to sync attachments to message items is not supported. Adopted similar strategy as Salesforce; emails are synced to NetSuite as task items which can support attachments. Added checkbox option in netSuite connection to "Sync Email as Task".
Once use "Sync Email As Task" is enabled, the AssignTo for "Opportunity", "SupportCase", "SalesOrder", and "Quotes" will be more restricted. The generated task's related company and the assigned item's related company have to be same, otherwise, NetSuite will throw error, like: Error occurred creating item: Unable to perform operation, [Code=INVALID_KEY_OR_REF] Invalid supportcase reference key 131841 for company 1546. In this case, supportcase "131841" pointed to company "79", but generated task points to company "1546" Learn more ... "Netsuite: How "Sync Email As Task" affects data sync" (available soon)
SalesLogix
- Saleslogix: Account cleared on SalesLogix appointments - BugFix: Customer reported that Riva whenever an meeting or appointment originated in Saleslogix was modified in Exchange, Riva would clear the value of the "AccountName" field in the Activity Record table.
- SalesLogix: Contact record address updates don't propogate - BugFix for Ex contact updates not syncing to SalesLogix. BugFix for Riva syncing two blank lines in the contact address field from Slaeslogicx to Exchange.
- Saleslogix: Custom option to prevent large polls from blocking all other syncing - Added custom option to set a maximum number or results retrieved for each query request. This key prevents large polls from blocking everything else. Learn more ... see "SalesLogix: Set Maximum Total Results Per Session" option to improve performance" (available soon)
- SalesLogix: Custom option to enable updating completed activities - Added custom option that allows updating of completed activities in Saleslogix and prevents removing of completed activities from Saleslogix. Learn more ... see "SalesLogix: Custom options to allow updating completed CRM activities" (available soon)
SageCRM
- Bug #11671: Sage: Email subject not be set when sync from Exchange - BugFix to correct issue when syncing email from Exchange to SageCRM and not setting the subject value in the CRM item.
- Bug #11693: Sage: Remove OmniConnect bar from summary emails - Removed Omni ConnectBar from module (e.g. Opportunities, Cases, etc) summary emails. The Edit anf View links need a session based URL which cannot be saved to the email.
- Feature #11934: Sage: Email attachments not supported - Research confirms that Riva cannot sync attachments for emails and activities.
Salesforce
- Salesforce: Event Relations merged into public release - Prior to this release, customers had to deploy a 97.4.3x release of Riva to use Salesforce shared activities and event relations. This release merges the 97.4 "trunk" into the 2.4.37 public release "trunk" and can perform Riva updates against the normal public and interim releases.
- Salesforce: Enable "Opportunities" custom filter for GroupWise - Modified Riva GroupWise connections to check the Salesforce CRM connection custom options for "Opportunity" filters.
- Salesforce: Added "Asia/Kolkata" timezone
- Salesforce: Modified connection pre-defined filters - Modified the "Pre-defined Filters" page on the Salesforce connection to use drop-downs for Contact, Opportunity and Case visibility and added more options for opportunity and case visibility.
- Salesforce: SnapShotPolling is enabled if pre-defined filters (other than default) are selected - By default, Riva does not perform SnapShotPolling. If Riva detects that pre-defined filters have been selected for Contacts, Opportunities or Cases, SnapShotPolling will be enabled by default for the module that has a non-default pre-defined filter selected.
- Salesforce: Email attachments not syncing when enabled in the sync policy - Investigation confirms that email attachment support in Salesforce requires that the "Email: Attach attachment to email record, instead of to parent record" must be checked.
- Salesforce: Poll Error - QUERY_TIMEOUT Your query request was running too long - This requires that a custom option "Salesforce.BatchSize" be lowered from the default value of "500". Added ability to add the "Salesforce.BatchSize" key and value to the custom options list in the Salesforce connection.
- Salesforce: Alarms not being synced between Salesforce and Exchange/Notes - BugFix to correct (1) when user creates appointment in Exchange/Notes and sets an alarm, that is not being synced to Salesforce, and (2) when a user updates the alarm value in Salesforce, it is not being sync to Exchange/Notes and leaves the original value intact
- All Day Events do not synchronize from Salesforce to Exchange in MinStartDate is set - BugFix tp allow Riva to sync all-day events from Salesforce to Exchange when the custom option Sync.Crm.MinStartDate is set.
Sugar
- Sugar: PHP Compatibility Test Failure! PHP 5.4.21 is NOT SUPPORTED - No versions of Sugar CRM support PHP version 5.4. Attempts to test connections to Sugar hosted on a system that uses PHP 5.4 will always fail.
- Salesforce: SnapShotPolling is enabled if pre-defined filters (other than default) are selected - By default, Riva does not perform SnapShotPolling. If Riva detects that "Sync to Outlook" option is selected in the Sugar connection, SnapShotPolling will be enabled by default for contact sync.
Email System Specific Enhancements
Exchange/Outlook Specific Connections / Enhancements / Fixes
- Exchange: AllDayEvent will lose one day when invitee users are in different timezone - BugFix: if attendee users and organizer are in different timezone, and the Riva sync is triggered by attendee users, get appointment's timezone, and convert it to organizer's local time, so Riva wont' get the date to be previous date.
- Added Re-Init Option to Disable DeleteSafety for one sync poll - Exchange Repoll not an effective way to allow Exchange deletes to propogate when blocked by DeleteSafety. Exchange repoll clears the sync cookie. Clearing the sync cooking will result in no deletions being returned in the poll. The sync will run, but the deletions will be lost. Added new re-init option to disable DeleteSafety for the configured module for the next sync poll.
Selection the "AddressBook" module disabled DeleteSafety for CRM contacts and leads and Exchange contacts if bi-directional sync is enabled.
- Custom Option to delete task from Crm if marked private - Added a sync policy or CRM connection custom option to enable Riva to remove CRM tasks if marked as private in Exchagne/Notes. Learn more ... see "Custom option to remove "Private" tasks from the CRM" (available soon)
- "Processing Complete" Category not added on Inbox and Sent Items synced emails - BugFix: A customer has reported that the items they are synchronizing via the inbox and sent item folder are not getting the "Processing Complete!" category added to them.
- Option to override SyncStartTime on EX side - Adding option "Sync.Ex.SyncStartTimeOverride" to allow overriding the sync start time for Exchange side only. Learn more ... see "Custom option to override the SyncStartTime filter for Exchange items only" (available soon)
- Converting appointment from non-recurring to recurring results in duplicate - BugFix: Customer reported that if they create a non-recurring appt - let it sync to CRM then convert it to recurring in EX a duplicate appt is created on first series occurrence in the CRM.
- Contact picture logs always written even though picture feature is not emabled - BugFix: Modified Riva to ignore logging profile picture sync to Ex contact picture if feature is not enabled.
IBM Notes Specific Connections / Enhancements / Fixes
- Added advanced connection tests - Extended Test Connection module page in CRM connection editor to include check box to run advanced connection tests. Advanced tests include a "Poll changes" test and a "Get by ID" test.
- Assign To folder name does not match opportunity name - Customer reported that for an opportunity that uses underscore characters (e.g. "IBM_Widget_Order_100") Riva creates an AssignTo drop folder that is missing the first underscore character (e.g. "\Opportunities\IBMWidget_Order_100"). There is no fix for this challenge. Recommend user training to name opportunities without using underscore characters.
- Domino: Added Inbox/Sent Items Processing - Added Inbox and Sent Items processing module pages to Notes Sync Policy.
- Bug #11930: Domino Appointment: Should exclude Domain search when resolve user names for attendees - If user's mailbox contains name that is the same as one of the mailbox domains we will retrieve all domain users when resolving this mailbox as an appointment attendee. Added custom option to implement client side filter to exclude domain search. Learn more ... see "Notes: Custom option to implement client-side filters" (available soon)
- Domino Email: None of the Riva generated e-mails should be visible in "Sent" folder - BugFix: When Riva generates emails for Opportunities, Cases, Quotes, etc these emails are also visible in user's mailbox Sent folder.
- Domino Task: None of the Riva generated tasks should be visible in "Sent" folder - BugFix: When Riva generates tasks for sync to CRM, those tasks are also visible in the user's mailbox "Sent" folder.
- Custom Option to delete task from Crm if marked private - Added a sync policy or CRM connection custom option to enable Riva to remove CRM tasks if marked as private in Exchagne/Notes. Learn more ... see "Custom option to remove "Private" tasks from the CRM" (available soon)
- "Processing Complete" Category not added on Inbox and Sent Items synced emails - BugFix: A customer has reported that the items they are synchronizing via the inbox and sent item folder are not getting the "Processing Complete!" category added to them.
GroupWise Specific Connections / Enhancements / Fixes
- Bug #11757: Salesforce: Enable "Opportunities" custom filter for GroupWise - Modified Riva GroupWise connections to check the Salesforce CRM connection custom options for "Opportunity" filters.
Changes to the Riva Server or Sync Workflow
- AllowedDeletePollTimePeriod options added to snapshot polling - Modified Riva to ensure that the Sync.Crm.AllowedDeletePollTimePeriod custom option keys were being by Snapshot Polling. Learn more .. "Advanced Options to Control Riva Delete Polls for CRM Data"
- Localize various strings throughout Riva - Added localization for task status for German and French language, and for "Processing Complete!" and "- Create New" for email processing.
- Added option to ShouldCreateAsPersonAccount to create new contact/account for address book sync - Added custom option Sync.Crm.CreatePersonAccountForBusinessEmail.OnAddressBookSync=true which disables IsPersonalEmail checking and enforces creating all new CRM contacts as CRM person accounts. Learn more ... see "How to force all CRM contact creation as Person Accounts" (available soon)
- DeleteSafety by default should only abort the current module - BugFix: Modified Riva to ensure that if during a sync poll Riva encounters a DeleteSafety for al module (e.g. contacts) that all other modules will still sync during that sync poll.
- Added MaxTotalResultsPerSession to Snapshot Polling - Adding handling of MaxTotalResultsPerSession option at engine level for snapshot polling. The actual snapshot poll can't be limited, however, once the list of modified items has been returned, the number of full objects retrieved and synced can be limited. Learn more ... see "Advanced custom options to set CRM poll limits per sync cycle"
Special Options that can be enabled by Riva Professional Services
Special options have been added to Riva in this release that require Riva Professional Services to enable and configure. Contact the Riva support team to request any of these features:
- Salesforce: Custom option to prevent duplicate email syncing - Custom option to sync Exchange MIME Message ID to custom field in Salesforce. While Riva processes email for sync it checks for duplicate Exchange MIME Message ID values and if it finds a match it skips that email as it has already been processed. This prevents email from being duplicated in the CRM. Contact Omni Professional Services to discuss how to implement this option and any limitations.
- CRM: Hyper-description should have option to include links for attachments - Added two custom options that will support adding EWS/Notes URL links for email attachments to body of the email text created in the CRM and disable actual attachment syncing. Learn more ... see "Custom Options to Add Attachment Links to CRM Email decription field and not sync actual attachment with email" (available soon)
- MSCRM 2011: Extend Riva Schema: Ability to block default mapping - Extend schema functionality to allow overriding existing hardcoded default mapping (block existing default mapping). Scenario: override existing mapping so that Category field from Exchange would map to custom RivaCategory attribute (when Category attribute on Crm entity should retain unchanged value). Contact Omni Professional Services to discuss how to implement this option and any limitations.
- Sugar: Option to limit number of items synced per cycle for relationship queries - Modified the "MaxTotalResultsPerSession" custom option to include "relationship" based queries. Learn more ... see "Salesforce: Imporove Performance by controlling maximum query results" (available soon)
- Added support for "Regarding" category for CRM items - A new feature was introduced to Riva which will take the "Regarding" field from CRM which is a primary reference to the Opportunity, Case, Account or other related object. The field in CRM is used to identify the primary relationship to another record to answer the question "what is this meeting for?" When this feature is enabled, Riva will add a "CRM Regarding: <name here>" category to the record in Exchange/Notes. The UI option is important because the Office 2011 for Mac and the IBM Notes mail clients show all categories - those mail clients do not have the concept of a Master Category List (MCL) used in Outlook 2007, 2010 and 2013. Learn more ... see "Enable Regarding feature to relate appointments/meetings to opportunity, case, or account" (available soon)
