Riva CRM Integration - Documentation and Knowledge Base

Attendee List in Riva Insight: Overview

Article ID: 2081
Last updated: 05 Aug, 2020

What Attendee List Does

In Riva Insight:

  • If the Attendee List has been enabled, then when you select an appointment in Outlook or an upcoming or recent event in Riva Insight, the Insight panel displays the list of attendees and their statuses as found in the CRM. The attendees are presented on two tabs: External and Internal.

  • On the composite screen shot, a red border encloses the External tab as displayed by Riva Insight, The breakouts show both tabs, and the legend in the upper right corner defines the status icons for the organizer and attendees.

Optional: In Salesforce:

Minimum Version requirements

  • Riva Insight 2020.3.
    • Outlook Windows add-in 2020.3, if you use that add-in.
  • Riva On-Premise 3.0.61.
  • Riva Cloud has been automatically updated for you.

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Article ID: 2081
Last updated: 05 Aug, 2020
Revision: 9
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