Riva Insight Settings

Contents:

• Permissions.
• Notes about contacts and leads.
• Descriptions of the settings.

Who Has Permissions to Change Riva Insight Settings?

Cloud platform:

• By default, only Riva Insight users who are admin users in Riva Cloud can change Riva Insight settings.
• As of Riva Insight 2018.5, to enable one or more users who are not Riva Cloud admins to change Riva Insight settings, contact the Riva Success Team.
   

On-Premise platform:

• By default, no Riva Insight users can change Riva Insight settings.
• As of Riva Insight 2018.5, to enable one or more users to change Riva Insight settings, contact the Riva Success Team.

Notes

• Riva Insight specifically displays only contacts, not leads.
• Contacts are extracted from the To, Cc, or Bcc fields or from the attendees' list.

Descriptions of the Settings

The Riva Insight Settings window has several tabs. The following tabs and settings are documented based on Riva Insight 2018.5.

• About tab.
• Track in CRM tab.
• Insight Panel tab.

About Tab

• Authentication:
  • Username: Your user name, as used by Riva Insight and Riva Sync (Cloud or On-Premise).
  • Current CRM: The CRM that the Riva panel obtains information from and/or Track in CRM tracks information to. Supported CRMs.
  • Logged in through: Possible values: Riva Cloud, Google, or a SAML IdP provider,
• Server Name: The name of the Riva Insight server.
• Server Version: The version number of the Riva Insight server. yyyy.[major version].[build number].0
• Client IP Address: The IP address of your device.
• User Agent: The text string that your browser sends to every website that it accesses. It contains very specific information such as your operating system, browser version, and modifying add-ins. That data can be used by the website to optimize the display of web pages and by the Riva Success Team for troubleshooting purposes. For more information on the user agent, see https://www.computerhope.com/jargon/u/useragen.htm.
• Detected Time Zone: The time zone detected on your device.
• Client Version: The version number of the Riva Insight, Track in CRM, or Insight panel add-in installed on your device.
• Reload Settings: Reloads the settings from the server. This is used when one or more settings are manually changed on the server and need to be propagated to a client.

Track in CRM Tab

• Policy Holder: The Riva Cloud or Riva On-Premise policy holder.
• Enabled Modules: The CRM modules and module items that Track in CRM is configured to track to. To change these settings, contact the Riva Success Team.
• Reload Settings: Reloads the settings from the server. This is used when one or more Track in CRM settings are manually changed on the server and need to be propagated to a client.
   

Insight Panel Tab

• Email Matching tab.
• Accounts tab.
• My Settings tab.

Insight panel > Email Matching tab

Audience: Your organization's Riva Insight admin.

The settings apply to all of your organization's users. Emails can be filtered by domain or email prefix or both.

• Limit results to [number of] matches: (Default: 50.) The maximum number of contacts that can be displayed by the Insight panel when you select an email or perform a search.
• Match against contacts that are in the same email domain: (Default: [Cleared.])
  • [Cleared]: The Insight panel displays only external contacts.
  • [Selected]: The Insight panel displays both external and same-domain contacts.
• Show External Contacts First: (You can select or clear this check box only if the previous check box (Match against contacts that are in the same email domain) is selected.)
  • [Selected (Default.)]: The Insight panel displays external contacts up to the maximum number of contacts that can be displayed. If there is still room, same-domain contacts are displayed until the limit is reached.
  • [Cleared]: The Insight panel displays external and same-domain contacts in the order that they are retrieved from the CRM, until the maximum number of contacts that can be displayed is reached.
• Do not match emails containing the following email prefix: The Insight panel does not display contacts, accounts, or appointments related to email addresses that contain any of the email prefixes entered in the list box. Use commas to separate the prefixes in the list.
• Do not match emails with the following domains: The Insight panel does not display contacts, accounts, or appointments related to email addresses that contain any of the email domains entered in the list box. Use commas to separate the domains in the list.

Insight panel > Accounts tab

Account Display Settings:

Audience: Your organization's Riva Insight admin.

Here you can configure the Account display section of the Insight panel for all of your organization's users. In particular, the following configurations are possible:

• The types of events or interactions that are displayed can be configured. For example, for events, email and appointments could be displayed but not tasks.
• The upcoming interactions section or the recent interactions section or both can be completely removed.
• The labels, "Upcoming Interactions" and "Recent Interactions", can be renamed.
   

Descriptions of the settings:

• Show matched contacts under account: (Default: [Cleared].)
• Show Upcoming Interactions. To display or hide the Upcoming Interactions section of an account in the Insight panel, respectively select or clear the check box.
  • Included interactions: The module items that the Insight panel will display in the Upcoming Interactions section of an account. Select one or both of the following check boxes:
    • Appointments.
    • Tasks.
  • Override Label: (Optional.) The name that the Insight panel will display instead of "Upcoming Interactions" under an account.
• Show Recent Interactions: To display or hide the Recent Interactions section of an account in the Insight panel, respectively select or clear the check box.
  • Included interactions: The module items that the Insight panel will display in the Recent Interactions section of an account. Select one or more of the following check boxes:
    • Appointments.
    • Tasks.
    • Emails.
  • Override Label: (Optional.) The name that the Insight panel will display instead of "Recent Interactions".

Additional Fields:

• Standard or custom CRM fields can be displayed under accounts. For more information, see Displaying additional fields for accounts.

Insight panel > My Settings tab

Audience: End users.

You can configure the Insight panel display for your own device.

Group By: Determines how the Insight panel groups CRM contacts on your device.

• Organization: Groups the displayed contacts by their parent organizations (accounts).
• None: Displays the contacts in the order that they are received from the CRM.
• Default: (Available if your organization has requested a customization from Riva.) Sorts the contacts in the customized way that your company has requested from Riva.

Order By: Determines how to display the CRM contacts inside a group on your device.

• First Name: Sorts the contacts by their first names.
• Last Name: Sorts the contacts by their last names.
• None: Displays the contacts in the order that they are received from the CRM.
• Default: (Available if your organization has requested a customization from Riva.) Sorts the contacts in the customized way that your company has requested from Riva.

Time Zone: Sets the time zone used in the Riva Insight panel on your device.

• Auto-Detect: Sets the time zone to the local computer's time zone.
• [Any other selection]: Overrides the Auto-Detect setting.

Auto-Close Panels:

• Yes: Expanding an item in the Riva Insight panel on your device collapses all other items.
• No: It is possible to have multiple items expanded at the same time.

Auto-expand first contact:

• Yes: Automatically expands the first contact that appears when you select an email or perform a search in the Insight panel on your device.
• No: (Default.) Does not automatically expand the first contact that appears when you select an email or perform a search.