Riva CRM Integration - Documentation and Knowledge Base

Riva Cloud 2021.3 Release Notes

Article ID: 2220
Last updated: 13 Aug, 2021

These release notes provide a quick overview of what is new in the following release:

Release version: 2021.3
Release date: August 13, 2021

What's New in Riva Cloud

What's new for Exchange

Sync from Exchange: Support for Market Moving Meeting Protection:

  • For security conscious customers looking to prevent calendar fields and email bodies from being synced to CRM, Riva has you covered.
  • Riva can be configured to not request calendar fields or email bodies from Exchange.
  • Because that information is neither requested nor accessed by Riva, it is not synced to the CRM and does not leave your Exchange system.
  • To configure that expanded Exchange data extraction control functionality, contact the Riva Success Team.

Declined Appointment Polling:

  • This new type of polling was introduced to address a limitation of the regular Riva polling.
  • Declined Appointment Polling is a process that checks for declined appointments in the Deleted items folder, in order to ensure the status of these appointments is accurately reflected in CRM.
  • Limitation in previous versions: appointments that were declined before they had synced to CRM were not updated as Declined in the CRM calendar.
  • Now, declined appointments are properly synced and matched to the CRM appointments with a declined status.
  • For the overview, setup instructions, and troubleshooting information, see Declined Appointment Polling.

What's new for Google

Riva's support for the sunsetting of Google Contacts API:

  • Google has required all apps to use Google People API instead of Google Contacts API.
  • Riva now uses Google People API instead of the sunsetted API.

Article ID: 2220
Last updated: 13 Aug, 2021
Revision: 6
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