Riva CRM Integration - Documentation and Knowledge Base

Riva CRM 2.4.27 (2012.03.21)

Article ID: 649
Last updated: 14 May, 2012

This release includes the following enhancements:

Riva CRM Sync Policy

CRM Specific Enhancements / Fixes

  • GoldMine:  Added option to control max record count used for retrieving query results - advanced option to adjust number of records returned per query result. 
  • GoldMine:  App.setting to inject contact details into call subject - use this app setting to add contact details to the subject of calls synced from GoldMine to Exchange. 
  • GoldMine: query failed due to date-time format  - corrected issue with mismatched date/time format.
  • NetSuite: Advanced Option to enable/disable partner/vendor contact sync - added advanced option for sync policy of NetSuite connection to enable or disable contact sync to NetSuite partners and vendors.  Refer to "How Riva syncs Netsuite contacts" for details.
  • NetSuite: Enabled sync of contacts to Customer Subsidiary - if NetSuite subsidiaries feature is enabled, Riva can sync contacts to Customer Subsidiary. 
  • NetSuite: AssignTo sync failed - corrected issue with AssignTo sync failure displaying "Error occurred creating item: [Code=UNEXPECTED_ERROR]" in crmex-log files. 
  • NetSuite: Corrected Soap error - corrected issued causing "Soap error occurred with error code WS_CONCUR_SESSION_DISALLWD" in the crmex-log files.
  • Oracle On Demand: Contacts / attendees not owned by user are not syncing - corrected issue with contact filter by ownership not syncing all matching contacts.  Added advanced option to set ownership filter to include ownership + contact team.  Contact Riva support to implement this advanced option.
  • Oracle On Demand: Appointments synchronized from Exchange to Oracle show up one hour off in Oracle - corrected this timezone issue for users in Finland (UTC +2).
  • Salesforce:  Control how to Riva syncs email attachments - an advanced option for the Riva Salesforce connection to control how attachments for Exchange/Outlook emails are synced to Salesforce. 
  • Sugar: Riva sync to Sugar 6.4.2+ confirmed - Riva cannot sync to Sugar 6.4.0 or 6.4.1. Riva connection and data sync to Sugar 6.4.2+ tested and confirmed.
  • Sugar: multi day appointment duration was not set correctly - corrected issue with Riva not setting duration for multi day appointments correctly.

Exchange/Outlook Specific Enhancements / Fixes

  • No changes or enhancements

GroupWise Specific Enhancements / Fixes

  • Sync Policy edit window not showing all settings or options - corrected bug for Address Book page settings and options not being displayed when creating the GroupWise sync policy.  

Noticeable Fixes or Sync Workflow Changes

  • Error categories on recurring appointments trigger perpetual update loop - Fixed bug that ignored privilege exception handling errors on recurring appointments forcing Riva to always try to resync all appointments in a recurring series.  

Riva CRM Monitor Application

  • CRM Monitor sort order not toggling - corrected issue with the sort order not toggling properly when column headers in "Errors" page are clicked. 
  • CRM Monitor hiding control panel if agent not detected - corrected issue so that the control panel in the CRM Monitor application will always display, even if CRM Agent service is not detected. 
  • CRM Monitor for GroupWise not always displaying buttons - corrected issue to ensure that "Stop" "Start" and "Restart" buttons are always visible.

Riva SSO Provider for Salesforce.com

  • No changes or enhancements

Special options that can be enabled by Omni Professional Services

  • None

Updating Riva CRM Integration Server

Recommended Update Procedures:  Customers can upgrade their Riva CRM Integration Server server using the "Check for Updates" feature which can be configured to support proxy authentication environments.

Previous Release:   Riva CRM 2.4.26 (2012.03.06)

Article ID: 649
Last updated: 14 May, 2012
Revision: 1
Views: 4214