Processing the Attendees of CRM-Originating Appointments

Article ID: 1709
Last updated: 01 Feb, 2018

Applies to Riva Cloud and Riva On-Premise for

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:

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.

This article was:   Helpful | Not helpful Report an issue


Article ID: 1709
Last updated: 01 Feb, 2018
Revision: 5
Views: 4832
Comments: 0
Also listed in
folder Riva On-Premise - CRM Sync -> Manage Riva On-Premise (Admin Guides) -> Manage the Riva Server -> Manage Sync Policies -> Manage Sync Policies -> Calendar

Prev     Next
Calendar: Append a List of Attendee Contact Info to the Body of...       Synchronize Exchange or Google Recurring Appointments


Back to Top