Riva CRM Integration - Documentation and Knowledge Base

Back Up Custom CRM Connection Settings

Article ID: 1754
Last updated: 27 Feb, 2018

To back up the custom settings of a CRM connection:

  1. In the Riva Manager application, in the top left corner, double-click the Riva logo.

  2. In the About Riva window that appears, in the top right corner, double-click the Riva version number.

    Result: Windows Explorer displays the Riva installation folder.

  3. Expand the Riva folder.

  4. Copy the Custom folder, and save it in a secure location.

Article ID: 1754
Last updated: 27 Feb, 2018
Revision: 2
Views: 4778