Configure Which Modules Are Searchable in Riva Insight

Applies to Riva Insight 2020.5 or higher.
 

Contents:

• Choosing which modules are searchable
• Changing the display name of a module

These CRM modules have configuration options within Riva Insight. Contact and Account module search cannot be disabled, and some CRMs may not support all of the modules listed:

• Contact
• Account
• Opportunity
• Lead
• Appointment
• Email
• Task
• System User

Custom modules can be added for Riva Insight.

Note: Only modules that are specifically available in the CRM can be used in Riva Insight.
 

To configure which modules are searchable in Riva Insight:

1. In Riva Insight, at the bottom, click . Navigate to Settings > General > CRM Modules Config, as in the screen shot.

   

   Note: In older versions of Riva Insight, navigate to Insight Panel > General Settings > CRM Modules Config.

2. Drag a module from the Disabled Modules list and drop it in the Enabled Modules list.

3. ​​​​​Ensure that the Searchable check box is selected.

   Tip: If the cursor is hovered over the check box, a tooltip is displayed to explain the check box's function.

4. To enable another module and make it searchable, repeat steps 2 and 3.

5. Click Save.

   Result: The CRM modules that you dragged and dropped into the Enabled Modules list are now searchable in Riva Insight.

To change the display name of a module: 

1. In Riva Insight, go to Settings > General > CRM Modules Config. Select Edit (pencil icon), next to the module you want to rename.
    
2. Enter the singular and plural names, then select Save Changes.