Riva Insight 2017.3: Release Notes

1. The Insights panel now has a header and primary logos.

2. Colour (blue on this screen shot) to distinguish hyperlinked text.

3. Select this icon to see the CRM page that stores the organization information.

4. The organization's address is always displayed. Select it to bring up a full browser view of Google Maps that displays the organization's location.

5. The third-party integration icons are displayed in colour to the right.

6. Select this icon to see the CRM page that stores the contact information.

7. The third-party integration icons are displayed in colour to the right.

Note: Better tool tips appear when the mouse cursor hovers over an icon.

The Insights panel now has the ability to display additional CRM fields under organizations and contacts. The additional fields may be standard CRM fields or custom fields you have added to your CRM.

With the additional fields, you can:

• Display an icon next to (or in lieu of) the label.
• Show or hide the label or icon.
• Create a hyperlink based on the same or other fields.
• Combine multiple fields to display as a single field.

To find out more on adding fields to the Insights panel, contact the Riva Success Team.

You can have the Insights panel customized with your own logos and colours:

1. Add your corporate logo in the header, and have it linked directly to your corporate website or intranet.
2. Add a secondary logo that can be used to link directly to your CRM or other application.
3. Set a primary colour for the headings and links.
4. Set a secondary colour for the separators.

To rebrand the Insights panel with your own logos and colours, contact the Riva Success Team.