By default, Riva provides an email item for each active Opportunity, Case, etc. under the AssignTo folders — selecting such an email opens the corresponding opportunity or case in the CRM. Riva also provides an Edit link and a View link in the Outlook Contact for contacts that are synced from the CRM to the Email system.
Using the Edit and View links
Riva 2.4.31+ - The Address Book tab of the Riva sync policy includes a check box option.
Pre Riva 2.4.31 - Add the following advanced option to provide either an Edit or a View link to the Web page address field of the Contact in the email system:
Crm.ContactWebAddressType = view (adds a "View" link to the Web page address field)
On the next full sync cycle after you add the advanced option, Riva adds the corresponding link to each Contact that is synced from the CRM to the email system.
To provide both the Edit and View links to the Notes text box of the Contact in Outlook:
Sync.Crm.AppendViewEditLinkHyperDescription.Contact = true (enables adding links)
On the next full sync cycle after you add the option, Riva adds the corresponding link to each Contact that is synced from the CRM to the email system.
Article ID: 488
Last updated: 21 Jul, 2015
Also listed in
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