Autosave Drafts in Riva Insight Track in CRM: Overview

Minimum Requirements

• Riva Insight 2020.3.
• If you use the Outlook Windows add-in, ensure the add-in version is 2020.3 or later.

Support

Autosave drafts is supported for:

• Introduced with Riva Insight 2020.3:
  • Outlook Windows Add-in.
  • Outlook Web Add-in when reading an email and opening Track in CRM from that email.
  • Outlook Web Add-in when an attendee opens an appointment and opens Track in CRM from that appointment.
• Added support with Riva Insight 2023.3:
  • Outlook Web Add-in in a browser.
  • Outlook Web Add-in when writing an email and opening Track in CRM from that email.
  • Outlook Web Add-in when an organizer creates an appointment or reopens it later — and opens Track in CRM from that appointment.

Autosave draft limitations:

• Riva Insight 2023.2 and earlier does not support the following:
  • Outlook Web Add-in in a browser.
  • Outlook Web Add-in when writing an email and opening Track in CRM from that email.
  • Outlook Web Add-in when an organizer creates an appointment or reopens it later — and opens Track in CRM from that appointment.

Overview

When entering information with Track in CRM, your changes are autosaved as a draft in the mailbox. This allows you to switch between items and come back to them, without losing any of your information.

This is when your work is autosaved as a draft in the mailbox:

• Every time you move the cursor from one field to another in Track in CRM.
• Every time you select an item from a list or select or clear a check box within Track in CRM.
• If you are composing text in Rich Text and the text has been changed, it is saved every five seconds by default. The autosave interval is configurable.

Status visibility:

• When an item is being autosaved, a Draft Saving message appears.
• Hovering the cursor over the item's badge displays when the contents were autosaved or saved the last time.
• When you track the item, the badge indicates when it was tracked. (Configuration required.)
• The draft state is visually indicated: Draft Saving, Draft Saved, Tracking, or Tracked.

Discarding a draft:

• If the item has not been tracked yet, discarding a draft returns the item to its initial state.
• If the item has been tracked, then discarding a draft returns the item to its last tracked state.