Riva Insight 2023.1 Release Notes

Server version: Which version do I have? Insight Server 2023.1 Client versions: Which version do I have? Outlook Web Add-in: The Outlook Web Add-in does not have a version. It does not need to be updated with every release to take advantage of the Riva Insight Server enhancements. Outlook Windows Add-in: Get Windows Add-in version 2023.1 In 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. We 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: March 2, 2023 Cloud customers: Riva Insight services will be upgraded on 2023-03-02 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

• New! Accessing Riva Insight Settings from Riva Cloud
• Enhancements
  • Shared Calendar Improvements' notice for tracking calendar item
  • Delegate support notice with Riva Insight Outlook Web Add-in
  • Retrieving Item Error Notice
• Post-release Bug Fixes and Enhancements

New! Accessing Riva Insight Settings from Riva Cloud

• What's New!
  • Riva is introducing another way of accessing Insight settings from Riva Cloud. This will allow Riva Cloud Admin to manage Insight configurations for their organization and work closely with Riva teams to reduce deployment and validation cycle time.

• Admins also have the additional capability to export and import all Insight configuration files. This allows Cloud admins to easily export and send in their current configuration, and upload an updated version if required. 

Enhancements

'Shared Calendar Improvements' notice for tracking calendar item

• Background
  • For Office365 mailboxes, Microsoft has introduced a default setting called "Shared Calendar Improvements", which applies changes to calendar items directly on the server. 
  •  The Riva Insight makes changes to the local Outlook copy of mail items. When an item in a shared calendar is tracked, it creates a server copy and a client copy of the calendar item leading to a conflict in Outlook. This results in the shared calendar item not being sent when tracked.
• What do I need to do?
  • If using "Shared Calendar Improvements" with a Microsoft 365 mailbox and tracking items, you must turn off the Shared Calendar Improvements.
  • If the setting is enabled, users are notified in the Riva Insight sidebar to disable the settings. Once this setting is disabled, users can continue to track items to CRM
  • If you do not use shared calendars, do not have a Microsoft 365 mailbox, or do not track items that are in shared calendars, no changes are necessary.

Delegate support notice with Riva Insight Outlook Web Add-in

• Background
  • In 2022.5 release, support for delegate access with the Outlook Web Add-in was made available
  • With a delegated or shared mailbox, you will be able to:
    • View CRM data for email or meetings.
    • Track existing emails and meetings.
    • Track and Send emails and meeting requests.
• What's New!
  • A new notice for delegate to inform if they are lacking proper access to track items.
    • Scenario: If a view only delegate access was set up for a delegate user and they attempted to track an item on behalf of the mailbox user, an info message would now be displayed and will prevent tracking of the item.

Retrieving Item Error Notice

• With Riva Insight Web Add-in, we added a notice to display error in retrieving from server. This can happen when outlook has not synced, and server copy of the item could not be retrieved.
  • While tracking an item
    • 
  • While quick tracking an item
    • 

Post-release Bug Fixes and Enhancements

• Riva Insight Cloud and On-Premise
  • 2023.1.8.9410 - Added the ability to export and import the insight and track configuration from the settings Admin UI.
  • 2023.1.8.9663 - The label for the "Track" button is now configurable.
  • 2023.1.8.9849 - The listing of unmatched contacts can now be added to the Track in CRM page.
  • 2023.1.8.9813 - Fixed a bug where text area fields could not be configured to use more than 255 characters. (r89814 2022.5)
  • 2023.1.8.9871 - Added a configuration option to force Insight to always load email or meeting card from CRM.
  • 2023.1.9.0096 - The tooltip for the "Track" button is now configurable.
  • 2023.1.9.0096 - The Track Status badge is now configurable.
  • 2023.1.8.9981 - Added the ability to configure visibility and validation rules to check boxes in Track in CRM
  • 2023.1.9.0220 - Added an option to the Admin UI to turn on diagnostic and client-side logging (for troubleshooting purposes)
  • 2023.1.9.0313 - Fixed an issue where hitting enter did not add a new line for text areas.
  • 2023.1.9.0656 - Fixed an issue where Insight does not load when the email recipient or meeting attendee email address has an apostrophe in it.
  • 2023.1.9.0970 - Changed the behavior when showing CRM data in Insight, the data properly encoded instead of displaying as html
• Riva Insight On-Premise
  • 2023.1.8.9668 - Added a configuration option to force secure cookies when Insight behind the load balancer is configured to use http instead of https.
• Client - Outlook Web Add-in
  • 2023.1.8.9873 - Fixed a bug where Insight incorrectly detects a meeting series as being modified and preventing it from being tracked.
  • 2023.1.9.0364 - Fixed a bug where the meeting notes fields was appearing on a meeting series (should only appear for occurrences).
  • 2023.1.9.0409 - Tracking now shows feedback to the end user of the track progress.
  • 2023.1.9.0614 - Fixed an Object Reference error when opening meeting requests.