| Server version: |
2019.6 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-in:
Some of the functionality of Riva Insight server 2019.6 requires the following minimum version for your desktop add-in.
To benefit from Riva Insight's latest enhancements and improvements, we recommend updating your desktop add-in to the following version:
- Outlook Windows add-in, version 1.32. — If this version is not installed on your device, the Riva Insight login page and Settings page display a message to that effect.
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| Release date: |
Nov. 08, 2019 |
| Cloud customers: |
Riva Insight services were upgraded automatically 2019-11-08 (November 08). |
| 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. |
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What's New in This Release
The following are available for
- Both Riva Insight platforms: Cloud and On-Premise.
- Both Outlook add-ins: Outlook Web add-in and Outlook Windows add-in.
Insight Panel
Ability to add status or KPI indicators on enrich icons and/or display fields:
- Background:
- A display field displays CRM information in the Insight panel.
- An enrich icon accompanies a display field.
- Examples of possible indicators:
- Overdue item.
- High priority.
- Lead: cool, warm, hot.
- How it works:
- An indicator is displayed if a condition is met.
- A tooltip is specified to appear when hovering over an indicator.
- To configure indicators, conditions, and tooltips, contact the Riva Success Team.
- The screen shot displays an opportunity that has passed its expected close date, as described in the tooltip. The indicator is a red flag.
Track in CRM
Autopopulating contacts and accounts in the Track in CRM window:
- The Track in CRM window can be configured to autopopulate the Contact field based on
- an email's recipient/sender list.
- an appointment's organizer/attendee list.
- The account is autopopulated based on the first populated contact.
- If QuickTrack has been used to set the contact and account, autopopulate does not overwrite them.
- To configure this feature, contact the Riva Success Team.
