Riva CRM Integration - Documentation and Knowledge Base

Display Name of Syncing Connections in Riva On-Premise

Article ID: 1757
Last updated: 28 Mar, 2018

In Riva 2.4.46 or higher, it is possible to assign a user-friendly Display Name to any CRM or email system connection. (By default, the Display Name is set to the same value as the connection name.)

Where The Display Name Is Assigned

In any Connection Edit window, the user-friendly name is assigned in the General tab, near the top, in the Display Name field.

Where the Display Name Appears

A connection's Display Name appears in the Riva Manager application in the following locations:

  • On the Setup page, where a connection is selected to edit it;
  • In one of these places on the Edit CRM Synchronization Policy page:
    • In the right side of the CRM Connection field or
    • In the right side of the Mailboxes area:

Article ID: 1757
Last updated: 28 Mar, 2018
Revision: 2
Views: 7101