Riva Insight: Release 2016.1 Release Notes

The Riva team is excited to share the early access and release schedule for Riva Insight version 2016.1.

Customer success is our top priority, and our team is available to help answer any questions you might have about this release. Please reach out to the Riva Success Team by logging a ticket.

These Riva Insight release notes list the major enhancements, features, and fixed issues for the release.

Release Schedule

For customers using Riva Insight on Riva Cloud, the release will be made available in multiple phases. See the deployment schedule below.

For customers with dedicated instances of Riva Insight on Riva Cloud, unless otherwise requested, all testing instances will be upgraded during the early access deployment window.

For customers using Riva Insight on-premises, contact the Riva Success Team for an upgrade package. The upgrade package will be available no later than April 28, 2016.

Current deployment status

Early Access: Completed.
Release: Completed.

Time frame

There is potentially a 5-10 minute service disruption during the upgrade window.

Early Access: All customers will have early access to the new release for validation and confirmation. For details on how to access this environment, contact the Riva Success Team.

The deployment window is scheduled for: (World Clock)

• (New York, EDT) Saturday, April 2, 2016, at 10:00 p.m.
• (Australia, AEST) Sunday, April 3, 2016, at 12:00 p.m.
• (Europe, CEST) Sunday, April 3, 2016, at 4:00 a.m.

Release: All customers will have access to the new features and fixes based on the successful customer acceptance of the early access release.

The deployment window is scheduled for: (World Clock)

• (New York, EDT) Saturday, April 16, 2016, at 10:00 p.m.
• (Australia, AEST) Sunday, April 17, 2016, at 12:00 p.m.
• (Europe, CEST) Sunday, April 17, 2016, at 4:00 a.m.

Release Notes

This release includes updates for multiple components:

• Riva Insight for Outlook (on Windows)
• Riva Insight Mail App

Riva Insight for Outlook

Enhancements

• Enhanced "Track in CRM":
  • Allows multiple windows to be open.
  • Search functionality is now seamlessly integrated into the Track window.
  • Search results are now more easily found by using sorting and filtering on the results.
  • User can go back to the older "Classic" version of Track in CRM by selecting Classic Track in CRM in the main Track in CRM window.
• Custom modules can now be shown on Upcoming/Recent panels. (Requires Professional Services. Contact the Riva Success Team.)
• Added opportunities search in the panel Search.
• Additional or custom modules can now be searched for in the panel. (Requires Professional Services. Contact the Riva Success Team.)

New feature

• Added "Login with Salesforce" provides Salesforce integration for automated logins via Salesforce SAML/SSO.
  • Riva Insight users no longer need to manage Riva Cloud identity passwords.
  • Note: Customers looking to use Salesforce SAML/SSO will need to ensure that their Outlook plugin has been upgraded to the version included in this release.

Fixed issues

• Improved time zone detection for contacts and accounts.
• Fixed issue where Track in CRM sometimes failed to load.
• Added the ability to properly track events in Track in CRM.
• Fixed an issue where Riva Insight would sometimes fail after logging in.
• Fixed an issue where Riva Insight would sometimes be unable to acquire a contact’s time zone.
• Fixed a set of display issues with regards to pop-over displays.
• Fixed an issue where opportunity search results would sometimes fail to show some fields from the CRM.

Riva Insight Mail App

Enhancements

• Enhanced "Track in CRM":
  • Now allows multiple windows to be open.
  • Search functionality is now seamlessly integrated into the Track window.
  • Search results are now more easily found by sorting and filtering on the results.
  • User can go back to the older "Classic" version of Track in CRM by selecting Classic Track in CRM in the main Track in CRM window.
• Custom modules can now be shown in Upcoming/Recent panels. (Requires Professional Services. Contact the Riva Success Team.)
• Various enhancements to the look and feel of the Mail App.

New feature

• Added Salesforce integration for automated logins via Salesforce SAML/SSO. Riva Cloud users no longer need to manage Riva Cloud identity passwords.

Fixed issues

• Unsent appointment items now work properly with Track in CRM.
• Fixed an issue where Riva Insight would sometimes fail after logging in.
• Fixed a set of display issues with regards to pop-over displays.