Riva CRM Integration - Documentation and Knowledge Base

Riva Insight 2024.1 Release Notes

Article ID: 2498
Last updated: 22 Mar, 2024
Server version:
Which version do I have?
Insight Server 2024.1 - v2024.1.9.5051

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 2024.1 - v2024.1.9.4356
square bullet with no indent to its leftGet Windows Add-in version 2024.1
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: February 29, 2024
Cloud customers: The week of February 29, 2024
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

Multilingual Support for Riva Insight

Insight Diagnostics Obfuscation

  • What's New!
    • Riva Insight Diagnostics now provided an option to obfuscate data that is being captured.
  • What does it do?
    • Insight Diagnostics is tool that aids Riva in being able to troubleshoot issues by capturing session data for trickier to solve issues.
    • The obfuscate option prevents the content from the sidepanel from being captured for session replay.
  • Addtional Information
    • Insight Diagnostics only captures session data from the Insight side panel. Outlook windows are not captured.
    • Insight Diagnostics is off by default, and should only be enabled when instructed by Riva Support for troubleshooting purposes.
    • Ideally, the obfuscate option should be left off as it makes it easier for Riva for troubleshoot, however there is concern of exposing sensitive data, then you may use the obfuscate option to have the data obfuscated.

Other Enhancements and Bug Fixes

  • General Improvements
    • A number of changes have been made to improve the overall code quality based on reports generated from our code quality scanning tools.
    • Improvements have been made to reduce redundant loglines.
    • Fixed loglines that incorrectly reported info loglines or warning loglines as error loglines.
  • Riva Insight Cloud
    • 2024.1.9.3944 - Added a retry to the loading of configuration files to handle cases where the API is throttled.
    • 2024.1.9.4289 (2023.4.4439) - Added support for multiple predefined Salesforce login domains on the login page (dedicated tenants).
    • 2024.1.9.4557 - My Day: Added toggle to the Insight Admin UI to allow Insight Admins to enable or disable My Day for their organization.
    • e4b67b6c - My Day: Changed My Day to reload meetings instead of the entire page when the date is changed.
    • 5c481cad - My Day: Changed the meeting attendee bubbles to only show alphanumeric characters to represent the attendee initials.
    • 6a2460b8 - My Day: Made URLs in the location clickable.
    • 629e531c - My Day: Show cancelled meetings with a strikethrough.
    • a0187477 - My Day: Added indicators for private meeting and high/low importance.
  • 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 delegate 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.

2024-01-25

Post-release Bug Fixes and Enhancements

  • Riva Insight Cloud
    • 2024.1.9.4993 - Fixed issue where Salesforce login domains were not being saved when using Login with Salesforce with Outlook on the Web
  • Riva Insight Cloud and On-Premise
    • 2024.1.8.4972 - Added messaging informing users to open replies or forwards in a new window, due to a limitation where Outlook does not allow inline messages to be automatically closed after being sent.
    • 2024.1.9.4970 - Fixed issue that was causing Track in CRM to fail due to the internal meeting organizer no longer exising within the organization.
    • 2024.1.9.5037 - Fixed issue where QuickTrack Auto was not getting tracked.
    • 2024.1.9.5116 - Fixed issue where Track and Send was unable to track when direct track mode is disabled.
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Article ID: 2498
Last updated: 22 Mar, 2024
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