Riva Insight 2019.4: Release Notes

Server version: 2019.4     Which version do I have? Client versions: Outlook Web add-in: The Outlook Web Add-in does not have a version. It does not need to be updated to take advantage of the Riva Insight Server enhancements. Desktop add-ins: Some of the functionality of Riva Insight server 2019.4 requires the following minimum version(s) for your desktop add-in(s).   To benefit from Riva Insight's latest enhancements and improvements, we recommend updating your desktop add-in(s) to the following version(s): Outlook Windows add-in, version 1.31. IBM Notes add-in, version 1.0.63. Which client version do I have? Release date: July 26, 2019 Cloud customers: Riva Insight services were upgraded automatically 2019-07-26 (July 26). On-Premise customers: For an upgrade package and to schedule an upgrade, contact the Riva Success Team. Riva Insight (Cloud version) is available as a free 15-day trial.

What's New in This Release

The following table shows what's new for the Insight panel or Track in CRM, depending on the Riva Insight platform and add-in that you use.

	Platforms	Riva Insight Add-Ins
		Outlook Web add-in	Outlook Windows add-in	IBM Notes add-in
Riva Insight (Includes Insight panel. Track in CRM.)	Cloud, On-Premise	Ability to track against items from the Insight panel.
	Cloud, On-Premise		New version of the Outlook Windows add-in: 1.31.
Insight panel only	Cloud, On-Premise	Consolidated views.
	Cloud, On-Premise	Three viewing abilities are now enabled by default for supported configurations and CRMs.
	Cloud, On-Premise	Other features.
Track in CRM only	Cloud, On-Premise	Support for leads as a standard module.
		Outlook Web add-in	Outlook Windows add-in	IBM Notes add-in

Riva Insight: Insight Panel and Track in CRM

• Ability to track against items from the Insight panel:
  (This feature has been extended to the Insight panel and Track in CRM in the Outlook Web add-in. In Riva Insight 2019.3, it was already available for the Outlook Windows add-in.)
  Requirement: Riva Insight Windows add-in for Outlook, client version 1.29 or higher.
  If the feature is enabled, a Track icon appears in the Insight panel next to every email, appointment, or task. Depending on how the feature is configured, selecting the Track icon can do the following:
  • It automatically tracks in CRM the item against the item's contact(s) and account(s).
    - or -
  • It populates the Track in CRM window with the item's contact(s) and account(s) and lets the user make changes before selecting Track.
  To enable and configure the feature, contact the Riva Success Team.

• New version of the Outlook Windows add-in: 1.31.
   

Insight Panel Only

• Consolidated views:
  Example of what needed consolidation: In Riva Insight 2019.3, an opportunity in the Open Opportunities section under an account did not look the same as an opportunity displayed by a search.
  Now, no matter where a record is viewed, the record has the same fields and the same look.

• Three viewing abilities are now enabled by default for supported configurations and CRMs:
  • Viewing Open Opportunities.
  • Viewing Upcoming Events and Recent Events for a contact.
  • Viewing contacts under accounts.

• Other features:
  • Ability to customize and configure the display name of records.
  • Sorting is based on the display names. For example, contacts under an account are listed by their display names.
  • Support for leads as a standard module:
    To enable leads on the Insight panel, contact the Riva Success Team.
    When leads are enabled, you can manually search for them.
  • You can now view the settings of the About page even when you are not authenticated.

Track in CRM Only

• Support for leads as a standard module:
  To enable leads in Track in CRM, contact the Riva Success Team.
  When leads are enabled, you can track them.