Riva Insight 2023.3 Release Notes

Server version: Which version do I have? Insight Server 2023.3 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 2023.3 - v2023.2.9.1841 Get Windows Add-in version 2023.3 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: September 16, 2023 - v2023.3.9.2537 Cloud customers: September 21, 2023 (US/Dedicated Tenants) - v2023.3.9.2619 September 16, 2023 (Australia, Europe and Canada data centres) - v2023.3.9.2537 July 21, 2023 (Pre-release for Australia, Europe and Canada data centres) -  v2023.3.9.2069 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! Track in CRM Meeting Notes Pop-out
• Increased Support for Drafts with Track in CRM
• App Bar Changes
• Other Enhancements and Bug Fixes
• Post-release Bug Fixes and Enhancements

Meeting Notes Pop-out for Track in CRM

• What's New!
  • Not enough space to work on adding your notes?  Now, you can pop-out your notes into a new, larger window.
• Current Limitations
  • The pop-out functionality is only available with the Outlook Web Add-in client.
  • Drafts are required for using the Meeting Notes pop-out.
• How do I access it?
  • On Meeting Notes and Text Area fields, there is an expand icon in the bottom-right corner. Click on it to pop-out your notes in a new and larger window.

Increased Support for Drafts with Track in CRM

• Background
  • Previous versions of the Outlook Web Add-in had limited support for Autosave Drafts, and only supported the following scenarios:
    • Outlook Web Add-in when reading an email and opening Track in CRM from that email.
    • Outlook Web Add-in when an attendee opens an appointment and opens Track in CRM from that appointment.
• What's new?
  • The Outlook Web Add-in now supports the following scenarios for Autosave Drafts:
    • Outlook Web Add-in in a browser.
    • Outlook Web Add-in when writing an email and opening Track in CRM from that email.
    • Outlook Web Add-in when an organizer creates an appointment or reopens it later — and opens Track in CRM from that appointment.
• How do I use it?
  • Click on the expand icon within the bottom-right corner of the  meeting notes or textarea text editor.

Riva Insight Top App Bar Changes

• What's New!
  • The App Bar now has a Home button:
    • Quickly get back to the default Riva Insight view. No more clicking back multiple times.
    • Need to reload the Riva Insight? Click on the Home button.
  • The back button now works from more places.
  • The Create button is now just a "+" icon.
  • New App Bar menu item for My Day (coming soon)

Other Enhancements and Bug Fixes

• Riva Insight Cloud
  • Fixed an issue where the new Salesforce login domain sign-in page was not displayed after logging in with a valid Salesforce login.
  • Fixed an issue where the new Salesforce login domain sign-in page was not displaying the most recently used login first (but after any predefined logins)
• Riva Insight Cloud and On-Premise
  • Fixed an issue where image files were not being cached
  • Fixed an issue where titles were displaying the HTML encoded format for special characters
  • Changed the related item and manual search to require a minimum of 2 characters (instead of 3)
  • Increased number of thread pool minimum worker threads to 200 (previously setting was 2 threads per core)
  • Added setting to prevent thread theft with Redis cache
  • The Track button labels to track the mail item can now be set independently from the Track button labels that open the Track in CRM form.
  • Fixed an issue that prevented login directly from browser (for testing purposes).
  • Updated the Create/Update CRM to show any server-side Salesforce or CRM validation errors within the same page, allowing the user to fix and resubmit, instead of having to fill out the form again.
• Client - Outlook Web Add-in
  • Fixed an issue where a tracked meeting series was not showing the settings used when tracking due to an empty draft overriding the values.
  • The Outlook Web Manifest Generator now always includes appointments for mobile.
  • Riva Insight is now supported for meetings and appointments on Outlook Mobile for iOS (Android was available starting in 2023.2).
    Note: There are a couple limitations on iOS that may prevent the ability to track. Riva has confirmation from Microsoft that the issues have ben addressed.
  • Fixed an issue where the support for Graph was not detected on iOS, preventing the Track option to appear on Outlook Mobile for iOS.
• Client - Windows Add-in
  • Updated Edge WebView2 SDK version from 1.0.955.0 to 1.0.1823.32 for better compatibility with the latest version of the Edge WebView2 Runtime (as of June 6, 2023)
  • Fixed an issue where the tracked badge was not showing for an occurrence when the series is tracked.

Post-release Bug Fixes and Enhancements

• Riva Insight Cloud and On-Premise
  • 2023.3.9.2565 - Added a new optional setting to prevent the ability to track an item on emails that do not have external attendees.
  • 2023.3.9.2574 - Added more verbose logging to cache entries to aid in troubleshooting.
• Client - Outlook Web Add-in
  • 2023.3.9.2619 - Fixed an issue for Outlook Mac where emails could be cut off when doing a Track and Send on an email.
  • 2023.3.9.2728 - Fixed an issue for Outlook Desktop for Mac and Windows where emails could be cut off when doing a Track and Send on an email reply.
  • 2023.3.9.2730 - Fixed an issue for Outlook on the Web that was preventing organizer meetings from being tracked while in read mode.
• Client - Windows Add-in
  • 2023.3.9.2407 - Updated the Add-in to support an optional setting to prevent the ability to track an item on emails that do not have external attendees.
  • 2023.3.9.2501 - Addressed an exception that occours when composing an email, adding recipients, then removing the recipients causes Outlook to crash.