Enable Searching for CRM or Email System Items by CrmID

By default, the CrmID search is disabled.

When the CrmID search is enabled, Riva searches the target CRM and/or email system for a match by CrmID. This is useful for remapping items left behind from a previous sync.

To enable the CrmID search

• Set the following custom option in the CRM connection:

  Sync.Crm.FindByCrmId.Enabled = True (Enables the CrmID search in the email-to-CRM direction.)

• Set the following custom option in the email connection:

  Sync.Ex.FindByCrmId.Enabled = True (Enables the CrmID search in the CRM-to-email direction.)

To disable the CrmID search

• Set the options to False, or remove them from the CRM and email connections.

Applies to

Riva On-Premise 2.4.40.24212+ for Exchange, Notes, and Google