Riva Insight 2020.4: Release Notes

Server version: 2020.4     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. Outlook Windows add-in: Which version do I have? In order to benefit from Riva Insight's latest enhancements and improvements, we recommend using the same version of Outlook Windows add-in as the Insight Server. We do not recommend upgrading the add-in to a version that is higher than the Riva Insight Server, as we cannot guarantee it will be compatible. Release date: October 10, 2020 Cloud customers: Riva Insight services were upgraded on 2020-10-10 (October 10). On-Premise customers: Note: The Riva Insight On-Premise requirements have changed. For an upgrade package and to schedule an upgrade, including the increased requirements, contact the Riva Success Team. Riva Insight Cloud is available as a free 15-day trial.

Advisory

Outlook on the Web using Chrome version 80 and above:

Starting with Google Chrome 80, Chrome changed its policy on sending and receiving cross-site cookies, which impacted the ability to log into Riva Insight using Outlook on the Web (browser version of Outlook). The cross-site cookie changes may also impact other Chromium browsers such as the latest versions of Edge and Safari. Riva Insight has adjusted how it deals with cookies to support the latest versions of those browsers.

• For Riva Insight Cloud, no action is required on your part.
• For Riva Insight On-Premise, we have new SSL requirements. For more information, see the table of new minimum requirements.
   

What's New in This Release

• Riva Insight Server update:
  • New! Track in CRM field rules.
• Riva Insight Outlook Windows add-in updates:
  • Fixes and enhancements: Appointment handling in Track in CRM.
• Riva Insight Cloud update:
  • Enhanced Login with Salesforce.
• Riva Insight On-Premise updates:
  • Minimum requirements: two changes.

Riva Insight Server update

Track in CRM field rules:

• By applying rules, you can change which fields or information is displayed or which fields are required based on other field selections.
• For more information, including examples, see Track in CRM field rules.

Outlook Windows add-in updates

Appointment handling in Track in CRM:

• The release includes a number of fixed defects and enhancements in how the Outlook Windows add-in handles appointments with Track in CRM.

Riva Insight Cloud update

Login with Salesforce enhancement:

• Background: In previous releases, retrieving or updating CRM information from Riva Insight Cloud was done based on the connection user that was set up in Riva Cloud.
• Now, when retrieving or updating CRM information from Riva Insight Cloud, it is done in the context of the user that you logged in with.
   

  Action required on your part:

  Re-authenticate within Riva Insight.

  For your first login, you will be asked to allow Riva Insight to access and manage your data. Be sure to click "Allow".

  
   

• If you want to revert to the previous behaviour (based on the connection user that was set up in Riva Cloud), contact the Riva Success Team.
   

Riva Insight On-Premise update

We have two new minimum requirements.

Note: We originally planned to update the requirement for ASP.NET for Riva Insight 2020.6 (for various reasons), but the cookie same-site policy changes by Chrome necessitated updating the ASP.NET requirement immediately.

For the complete list of Riva Insight On-Premise requirements, see Server requirements.

To book an appointment to upgrade your Riva Insight environment, contact the Riva Success Team.