Customizing the Insight Panel in Riva Insight 2017.3 or Higher

Article ID: 1702
Last updated: 11 Feb, 2019

In Riva Insight 2017.3 or higher, various customizations are available:

Displaying Additional Fields for Accounts, Contacts, and Appointments

The sample Riva Insight 2017.3 screen shot displays these examples of additional fields under the account: Head Office phone number, Industry type, Revenue, and number of employees. The example of an additional field under the contact is Name of Assistant.

In Riva Insight 2017.3 or higher, the Insight panel can display additional CRM fields under accounts and contacts.

In version 2018.3 or higher, the Insight panel can display additional fields under appointments. (In version 2018.3, the basic display of appointments requires some configuration by the Riva Success Team. Contact us.)

The additional fields can 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 Insight panel, contact the Riva Success Team.

Applying Your Company Branding

The sample Riva Insight 2017.3 screen shot display customized corporate logos and colours.

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

  1. Add your corporate logo in the header, and use it to link directly to your corporate website or intranet.
  2. Add a secondary logo, which 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 Insight panel with your own logos and colours, contact the Riva Success Team.

Displaying Contacts That Belong to the Same Email Domain As Yours

By default, the Insight panel displays only external contacts, but Riva Insight 2018.3 or higher can be customized to display also contacts that belong to the same email domain as yours. For more information, contact the Riva Success Team.

Customizing the Upcoming Events and Recent Interactions in the Contact Information

In Riva Insight 2018.3 or higher, in the contact information, the following customizations are available:

  • The types of events or interactions that are displayed can be configured. For example, for events, email and appointments could be displayed but not tasks.
  • The events section or the interactions section or both can be completely removed.
  • The labels, "Upcoming Events" and "Recent Interactions", can be renamed.
     

For more information, contact the Riva Success Team.

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Article ID: 1702
Last updated: 11 Feb, 2019
Revision: 12
Views: 4100
Comments: 0
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