Riva CRM Integration - Documentation and Knowledge Base

Automatically Sync All Sent Items and/or All Inbox Emails

Article ID: 609
Last updated: 04 Oct, 2016
Warning: The automatic syncing of Inbox messages or Sent Items to a CRM may greatly increase storage space requirements and reduce the performance of the CRM system over time.

If you are looking at using archiving to your CRM as an email compliance option, be aware that various professional archiving solutions perform this task much more efficiently and are certified as email archive solutions that meet regulatory requirements.

Configuring Riva to autosync all Inbox messages for all target users may result in
  • multiple copies of the same email in the CRM (one copy for each user who archives the same email item),
  • single copies of each instance of a threaded discussion email, and
  • one or more copies of non-CRM related contacts (if the automated archiving is not configured to only archive emails to existing contacts).

Autosync All Inbox Messages and/or Sent Items

The Riva sync policy includes two modules, Inbox and Sent Items, that you can configure to autosync respectively all Inbox email and Sent Items.

The Inbox module is available in Riva On-Premise 2.4.33 or higher. Determine which Riva On-Premise version is installed. If it is not at least 2.4.33, we recommend upgrading Riva On-Premise to the latest public release.

For more information and instructions on how to use the Inbox and Sent Items modules, select the link that corresponds to your email system:

Article ID: 609
Last updated: 04 Oct, 2016
Revision: 4
Views: 6676
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