Applies to Riva On-Premise 184.108.40.206364 or higher for all supported email systems for the latest versions of Infor CRM and Saleslogix CRM 7.5 and higher.
When an item from any email system module has an attachment and is tracked to Infor CRM, the attachment is tracked too and is related to the item.
This is a uni-directional sync from the email system to Infor CRM.
Riva cannot remove the attachment from Infor CRM, because Infor CRM saves it in two places:
The Infor CRM sync service synchronizes the attachment across the Infor CRM clients. If Riva is configured to communicate with an Infor CRM client, the Infor CRM sync service syncs the attachment to the server and from there to the other clients. If the Infor CRM server does not have that sync engine, the attachment entry still appears in the Infor CRM UI, but selecting or trying to edit the attachment file on a device other than the one it was uploaded to results in a "Could not find" error.
To enable Riva to perform the attachment sync:
If the default functionality cannot find the folder that Infor CRM uses to store the attachments, the correct location can be recorded in Riva.
To record the correct location of the folder used by Infor CRM to store attachments:
Article ID: 1628
Last updated: 21 Jul, 2017