Attendee List in Riva Insight: End Users Guide

Audience: End users who sync meetings between Outlook and Salesforce, who use Riva Insight, and whose Riva admin enabled the Attendee List functionality.
 

Riva Insight provides a few ways to view a meeting's Attendee List.
 

To view a meeting's synced attendees and their invitation status:

• In your Outlook calendar, select a synced meeting.

  or

• In Riva Insight, select an account, expand its Upcoming Events or Recent Events folder, and select an event;

  or

• In Riva Insight, select a contact, expand its Upcoming Events or Recent Events folder, and select an event.

  Result:

  • Riva Insight displays the meeting with the list of synced attendees and their invitation status, along with other information from the CRM, depending on how Riva Insight has been configured.

  • The attendees are on either one of two tabs: External or 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.

  • Tip: To view the Internal tab, you would click Internal.