Riva CRM Integration - Documentation and Knowledge Base

Riva CRM 2.4.11 (2010.06.03)

Article ID: 15
Last updated: 04 Mar, 2011

In this Release.  This is a maintenance and update release that includes:

  • Added ability to filter contacts and leads by visibility (default) or by owner (assigned to) in the CRM synchronization policy.
  • Various maintenance enhancements and fixes.

Recommended Update Procedures: 

  • If you are running Riva 2.3.0 (or higher) you can perform a normal "Check for Updates" procedure.
  • If you are updating from a previous version of Riva, before you update to version 2.3.0 (or higher), delete all of the address books, calendars and folders Riva had previously created in the users' accounts.  You will also need to either delete your existing Policy and create a new one or re-initialize all users and check ALL of the option tabs and folder names to confirm the new options.  By creating a new policy, you are working with a clean set of data.

Previous Release:   Riva CRM 2.4.10 (2010.05.14)

Article ID: 15
Last updated: 04 Mar, 2011
Revision: 1
Views: 4252