Riva CRM Integration - Documentation and Knowledge Base

Riva Insight 2022.1: Release Notes

Article ID: 2278
Last updated: 31 Jan, 2022
Server version:
Which version do I have?
Insight Server 2022.1    

Client versions:
Which version do I have?

Outlook Web add-in:
square bullet with no indent to its leftThe Outlook Web Add-in does not have a version.
square bullet with no indent to its leftIt does not need to be updated to take advantage of the Riva Insight Server enhancements.

Outlook Windows add-in:
square bullet with no indent to its leftGet Windows Add-in version 2022.1
square bullet with no indent to its leftIn 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.
square bullet with no indent to its leftWe do not recommend upgrading the add-in to a version that is higher than the Riva Insight Server, as we cannot guarantee it would be compatible.
Release date: January 25, 2022
Cloud customers: Riva Insight services will be upgraded on 2022-01-25
On-Premise customers: For an upgrade package and to schedule an upgrade, contact the Riva Success Team.
For a free 15-day trial of Riva Insight Cloud, schedule a consult.

What's New in This Release

Improved Related Item Search

  • For Track in CRM and Creates and Updates, the related item search has been improved
  • Instead of showing the search results on the same page, the results now take up the entire size of the side panel
  • Instead of showing as a table that may require both vertical and horizontal scrolling, the results are now displayed as cards.
2021.4 and earlier 2022.1 and later
x

Salesforce Data Optimizations

  • In Riva Insight 2021.4 and earlier, if Insight was configured to display additional or custom fields, the entire list of fields are returned.
  • In Riva Insight 2022.1 and later, if Insight is configured to display additional or custom fields, a base set of fields are returned, along with any of the additional or custom fields that are required by Insight.
  • If Insight is not configured to display additional or custom fields, only the base set of fields are returned (no change from previous versions).

Important Notice: End of Life for Internet Explorer on Windows

  • Depending the type of Outlook add-in you are using for Riva Insight, you may already be impacted, or will be soon. 
  • As Riva Insight is using services from Microsoft, Office 365, and Salesforce, those companies or platforms have announced that they are ending (or have ended) support for Microsoft Internet Explorer.  This will, as a consequence also end support for Microsoft Internet Explorer with Riva Insight.
  • Refer to The Internet Explorer era has finally come to an end to determine if your client is using Internet Explorer as the embedded browser, and find out what steps are required to update to a client that uses Microsoft Edge Chromium (WebView2) as the embedded browser.
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Article ID: 2278
Last updated: 31 Jan, 2022
Revision: 5
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