How to Modify Column Views for Case & Opportunity Lists

In a Riva On-Premise sync policy for Exchange 2007 or higher, when SmartConvert and AssignTo are enabled and configured, the email items in Outlook are listed in top-level SmartConvert folders and AssignTo folders. By default, Outlook 2007 or higher display the default columns used to display email items.

Riva will sync CRM-specific fields which can be added as columns to the view for those top-level folders. For opportunities, users could add Account Name, Amount, Probability, and Sales Stage as columns and then use standard column sorting (ascending or descending) to quickly reorder the list.

The following steps can be used for Opportunities, Cases, Projects, and other modules when SmartConvert and AssignTo are enabled in the sync policy.

Steps for Outlook 2013 or Higher

1. Select the Opportunities folder.

2. Right-click the column header (where it says From, Subject, Received), and choose View Settings.

3. In the Advanced View Settings: Compact window, click Columns.

4. In the Show Columns window, in the Select available columns from drop-down, select User-defined fields in folder.

   That is where the Riva custom column menu items appear.

Steps for Outlook 2010

1. Select the Opportunities folder.

2. Right-click the column header (where it says From, Subject, Received), and choose View Settings.

3. In the Advanced View Settings: Compact window, select Columns.

4. In the Show Columns window, in the Select available columns from drop-down, select User-defined fields in folder.

   That is where the Riva custom column menu items appear.

Steps for Outlook 2007

1. Select the Opportunities folder.

2. Right-click the column header (where it says From, Subject, Received), and choose Customize Current View.

3. In the Customize View: Messages window, select Fields....

4. In the Show Fields window, in the Select available columns from drop-down, select User-defined fields in folder.

   That is where the Riva custom column menu items appear.