Riva CRM Integration - Documentation and Knowledge Base

Riva Insight 2023.4 Release Notes

Article ID: 2439
Last updated: 30 Jan, 2024
Server version:
Which version do I have?
Insight Server 2023.4 - v2023.4.9.3570

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 with every release to take advantage of the Riva Insight Server enhancements.

Outlook Windows Add-in 2023.4 - v2023.4.9.3582
square bullet with no indent to its leftGet Windows Add-in version 2023.4
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: November 30, 2023
Cloud customers: The week of November 30, 2023
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

Riva Insight My Day

  • What's New!
    • View your upcoming meetings directly from Insight with My Day.
    • Quickly identify any meetings that you have not tracked or are not in CRM.

  • Requirements
    • Riva Insight Cloud
    • Outlook Web Add-in - Standard Version (installed from Insight 2022.3 or later)
  • Limitations
    • May not function propertly on certain versions of Outlook Mobile on Android 
  • How do I access it?
    • My Day can be accessed by clicking on the My Day button on the Riva Insight App Bar
    • If you meet the requirements do not see My Day, you may need to deploy a newer version of the Outlook Web Add-in manifest.

Support for the "New Outlook" on Windows

  • What's New!
    • Riva Insight is now supported for the "New Outlook" on Windows
  • Requirements
    • Outlook Web Add-in Client
  • Limitations
    • When using multiple mailboxes, add-ins only appear for the primary/default mailbox in Outlook.
  • How is the Riva Insight different with the "New Outlook" on Windows?
    • As the "New Outlook" uses the same technology as the Outlook on the Web version of Outlook, the biggest change is with Tracking emails and appointments. Outlook interacts directly with the server version of the mail items, so tracking is a lot more efficient as Insight does not need to wait for the desktop client version of the mail item to become synchronized with the server version of the mail item.

Updated Insight Cloud Login Page

  • What's New!
    • The Insight Cloud login page has been updated to show the Salesforce option first.
    • Salesforce login is recommended for all customers that are using Salesforce as their CRM.
    • All other CRM users will need to use the Rva Cloud login method.
  • Requirements
    • Riva Insight Cloud

Other Enhancements and Bug Fixes

  • Riva Insight Cloud
  • Riva Insight Cloud and On-Premise
    • You may now access multiple versions of Insight without being logged out (For example, you can switch between the live and preview version of Insight without having to log in again).
    • Added a configurable option that will allow accessing Track in CRM only if external recipients or attendees have been added to the email or meeting.
    • Added a new optional setting to prevent the ability to track an item on emails that do not have external attendees.
    • Added more verbose logging to cache entries to aid in troubleshooting.
  • Client - Outlook Web Add-in
    • Fixed an issue for Outlook Mac where emails could be cut off when doing a Track and Send on an email.
    • 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.
    • Fixed an issue for Outlook on the Web that was preventing organizer meetings from being tracked while in read mode.

Post-release Bug Fixes and Enhancements

  • Riva Insight Cloud
    • 2024.1.9.4289 (2023.4.4439) - Added support for multiple predefined Salesforce login domains on the login page (dedicated tenants).
  • Riva Insight Cloud and On-Premise
    • 2024.1.9.3807 (2023.4.9.3911) - Fixed issue preventing the creation of CRM accounts and opportunities.
    • 2024.1.9.3975 (2023.4.9.3995) - Fixed issue where a required field is hidden and empty was preventing tracking.
    • 2024.1.9.3982 (2023.4.9.4003) - Fixed issue where Send and Track fails after updating a draft email.
    • 2024.1.9.4122 (2023.4.9.4128) - Improved performance when tracking a recurring meeting in a deleage mailbox.
    • 2024.1.9.4003 - Fixed issue when clicking Track and Send prevents tracking and shows a "Changes Detected" error message.
    • 2024.1.9.4196 (2023.4.9.4226) - Add an option to Remote Diagnostics to Obfuscate data in the session replay.
    • 2024.1.9.4596 (2023.4.9.4597) Date and DateTime fields with a default value will now auto-populate when unhidden.
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Article ID: 2439
Last updated: 30 Jan, 2024
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