Riva CRM Integration - Documentation and Knowledge Base

Riva On-Premise 2022.5 Release Notes (2022.Oct.31)

Article ID: 2371
Last updated: 01 May, 2023

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

Release version: 2022.5.8.9814
Release date: 2022.October.31
Update procedure: How to update Riva
Manual update procedure: How to update Riva from a ZIP file
Free trial: Schedule a consult.

What's New in This Release

  • Microsoft Graph
    • New! Graph Sync Functionality
  • New Sync Functionality
    • Skip meetings but also update
    • Allow Contact Creation When Category Added
    • Make Meetings Private if no Contacts are Matched

Microsoft Graph

  • Riva has been closely following the updates being made for Microsoft Graph and would like to understand your needs to further build and support Graph connection for our customers. 
  • If this is something that interests you, please reach out to get started. 

New! Graph Sync Functionality

  • Graph Bi-Directional Contact module sync now available, including migration support for policies that are syncing Leads.
  • AddressBook (Contact and Lead)
  • Graph Opportunity Assign-to now available.
  • Graph with SSH (Student Success HUB/SAL integration now available
  • Graph Support for OAuth Client-Credentials-Flow (Certificate Based)
    • A Graph connection can be created using a certificate

New Sync Functionality

  • Privatize Synced appointments - Applicable for Riva for Activity Analytics
  • Allow Contact Creation When Category Added
  • Make Meetings Private if no Contacts are Matched
Article ID: 2371
Last updated: 01 May, 2023
Revision: 7
Views: 0