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Knowledge Base Home / Riva Insight / Features / My Day Overview

My Day Overview

Article ID: 2449
Last updated: 26 Dec, 2023
Availability
  • Riva Insight Cloud 2023.4
Requirements
  • Riva Insight Cloud
  • Web Add-in Client
    • Installed from Insight 2023.1+
Supports
  • Outlook on the Web
  • Outlook for Windows
  • Outlook for Mac
  • Outlook for Mobile (iOS/Android)

Challenges

  • As Frank, it is difficult for me to quickly identify which meetings I have tracked or synced to CRM.
  • Riva Insight and the to-do bar (Calendar) take up too much space when both are open.

Capabilities

  • Have your schedule and Insight all within one side panel.
  • Quickly see your schedule for the day, or any selected day.
  • Easily identify if a meeting has been tracked and/or synced.
  • Open the meeting to view the meeting details or track it.
  • Join a Teams meeting just prior (15 minutes) or after a meeting as started.

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Article ID: 2449
Last updated: 26 Dec, 2023
Revision: 6
Views: 0
Comments: 0
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