Riva CRM Integration - Documentation and Knowledge Base

Riva Cloud 2018.8 Release Notes

Article ID: 1821
Last updated: 15 Nov, 2018

The Riva Cloud release notes list the benefits of this release:

Release version: 2018.8
Release date: October 16, 2018

Benefits of this Release

Support for SAML authentication

Sync policy configuration enhancements

  • On the sync policy Configuration tab, in the Calendar section, the following change affects all policies created in Riva Cloud 2018.8 or higher: the "Synchronize recurring appointments from mailbox to CRM" check box is now selected by default. This change does not affect policies created before Riva Cloud 2018.8.

  • To free up some space on the sync policy tabs, some explanations are now visible only when hovering the mouse cursor over the icon next to an option. In some cases, you need to click or tap the icon.

  • The wording of some configuration options has been clarified.

    • The main change is the following: the options that were phrased negatively have been rephrased positively.

      • Because of the negative-to-positive rephrasing, if you had selected the check box, it is now cleared; and if you had cleared the check box, it is now selected.

      • The following table displays, among other things, on which tabs of the sync policy the name changes have taken place. The Default Status of Renamed Check Box column affects only policies created in Riva Cloud 2018.8 or higher.
         

Location(s) Old Name (Negative) New Name (Positive) Default Status of Renamed Check Box
  • Configuration tab, Calendar section
Calendar: Disable Reminder Synchronization feature Synchronize meeting reminders Cleared by default.
Calendar: Skip appointments tagged as 'Private' in the mailbox calendar Synchronize appointments tagged as 'Private' in the mailbox calendar to CRM. Selected by default.
  • Configuration tab, Folder-based Modules section
Attachments: Disable synchronization Enable Attachments Synchronization Selected by default.
  • Configuration tab, Folder-based Modules section.
  • Email Sent Items tab.
  • Email Inbox tab.
Do not match against recipients listed in CC and BCC fields Match against recipients listed in CC and BCC fields Selected by default.
Disable all contact, lead and account creation' Enable contact, lead, and account creation Selected by default.


For information on configuring a sync policy, select the link that names the email system that you are syncing:

For GroupWise, contact the Riva Success Team.

Article ID: 1821
Last updated: 15 Nov, 2018
Revision: 9
Views: 1504