Starting in Riva Insight 2020.4, Track in CRM can be configured with rules.
Rules produce specific Track in CRM behaviours depending on the value(s) selected in one or more fields.
In its simplest form, a rule looks for a trigger value selected in a specific field, When the trigger is found,
In a more complex scenario, a rule works when any one field of a certain group of fields is edited. Or, a rule works only when a combination of trigger values in multiple fields is encountered. In an even more complex scenario, a cascade of rules may be in effect, where the second layer of rules applies to fields that have appeared as a result of the initial rule.
Whether simple or complex, rules guide the end users to ensure that all the required information is captured, perhaps with explanatory messages, while hiding fields that no longer apply due to the trigger value(s). In other cases, a rule may cause Track in CRM to display read-only information from the CRM, with a message as to why the information is now read-only.
To configure Track in CRM rules, contact the Riva Success Team.
An organization has a Meeting Purpose field on its meetings.
Depending on the value the end-user selects as the Meeting Purpose, a different rule applies.
If the user selects Client Engagement, the meeting purpose is client-facing, so the following rule applies:
If the user selects Weekly Status Update as the Meeting Purpose, this is an internal meeting, so the following rule applies:
An organization has a Privacy field on its meetings.
In the Privacy field, the end-user selects Confidential. This is a client-facing meeting, so the following rule applies:
Article ID: 2124
Last updated: 02 Oct, 2020