Processing the Attendees of CRM-Originating Appointments

Applies to Riva Cloud and Riva On-Premise for

• all the CRMs supported by Riva.
• the email systems supported by Riva except Google.

Potential Issue

Because CRM-originating appointments are synced to all the attendees, issues can arise if the attendees send their copies of those appointments to the other attendees.

Solution for Riva On-Premise 2.4.44 or Earlier

The solution was optional. It consisted in configuring the sync to move the attendees from the email header fields (To, Cc, and Bcc) to an attendee list placed in the body of the email. A name on that list could be selected to open the attendee's contact record in the CRM.

Solution for Riva Cloud and Riva 2.4.45 or Higher

For policies that are created in Riva 2.4.45 or higher, the solution that was previously optional is now used by default.

For policies that were created in Riva 2.4.44 or earlier, it is possible to enable the solution in Riva 2.4.45 or higher.

Solution for Riva Cloud:

• Contact the Riva Success Team.
   

Solution for Riva On-Premise

1. In the Riva Manager, on the menu bar, select Policies.

2. In the right pane, double-click the policy to edit it.

3. In the window that appears, select the Calendar tab.

4. Under CRM Calendar: Advanced Options, select the Sync Attendees to Body on CRM Originating Appointments check box.