To enable syncing to the Outlook "Contact Links" feature for both calendar items and tasks, Riva includes Outlook "Contact Link" options in the sync policy for Exchange. Riva's options work for CRMs that support identifying "related contacts" to calendar items and tasks: Once the options are configured, Riva automatically populates the Outlook "Linked Contacts" with Riva-synced CRM contacts.
Outlook Linked Contacts for Calendars
To enable Outlook "Linked Contacts" for calendars
Outlook Linked Contacts for Tasks
To enable Outlook "Linked Contacts" for tasks
Custom options applied
Selecting the Outlook "Contact Link" options adds the following custom option keys to the sync policy:
Custom options replaced
These options replace the custom option keys provided separately for specific CRMs in earlier Riva releases.
Article ID: 1140
Last updated: 12 May, 2017