Add Prefix to Name of Account Created by Email SmartConvert

Applies to...

By default, when Riva Sync processes contacts and accounts, when the SmartConvert does not successfully match an existing account, a new account is created in the CRM. Riva removes the email recipient name and the @ sign from the email address and uses the email domain as the new account name. For example, a contact with the email address of john.doe@mycompany.com is used to generate an account called mycompany.com

In order to easily identify accounts generated by Riva, a prefix can be defined.

Example: Some customers have requested that Riva leave the @ character as the leading character in the auto-generated account name. This would differentiate mycompany.com (an account manually generated by a CRM user) from @mycompany.com (a Riva-generated account name). This would also serve as a reminder to the assigned user that the account details in @mycompany.com may be incomplete.

Define a Prefix for the Names of Accounts Created by Riva

Riva can be configured to prefix a character (like '@' or '#') or a string (like 'New - ') to the domain name for auto-generated account names.

How to do it for Riva Cloud

• Contact the Riva Success Team.

How to do it in Riva On-Premise

1. Apply the following advanced custom option to the sync policy:

   Sync.Crm.AutoGeneratedAccountNamePrefix = [prefix]

2. Restart the CRM synchronization service.

Examples:

• Sync.Crm.AutoGeneratedAccountNamePrefix = "@"
  • Produces @mycompany.com as the CRM account name.
• Sync.Crm.AutoGeneratedAccountNamePrefix = "#"
  • Produces #mycompany.com as the CRM account name.
• Sync.Crm.AutoGeneratedAccountNamePrefix = "New - "
  • Produces New - mycompany.com as the CRM account name.

See Also

• Add a prefix to a CRM account name created from an email contact.
• Create CRM account names without domain suffixes or country codes.

Applies to

• Riva Cloud for Office 365 and Exchange.
• Riva On-Premise 2.4.24 or higher for Office 365 and Exchange.