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 firstname.lastname@example.org 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
How to do it in Riva On-Premise
Article ID: 465
Last updated: 05 Feb, 2021
Also listed in
Riva On-Premise - CRM Sync -> Manage Riva On-Premise (Admin Guides) -> Manage the Riva Server -> Manage Sync Policies -> Manage Sync Policies -> SmartConvert
Riva On-Premise - CRM Sync -> Manage Riva On-Premise (Admin Guides) -> Manage the Riva Server -> Manage Sync Policies -> Manage Sync Policies -> Advanced Options and Settings