Changing "Processing Complete!" SmartConvert Category Name and Color

Applies to...

When the SmartConvert of an email is successfully completed from Exchange to the CRM, it moves the email from the "- Create New" drop folder to the user's "Inbox" or "Sent Items" folder and assigns the dynamic category "Processing Complete!" to the email item.

It is possible to change the name "Processing Complete!" and the colour assigned to that category in the Exchange Master Category List.

How to Do It for Riva Cloud

• Contact the Riva Success Team.

How to Do It for Riva On-Premise

Changing the "Processing Complete!" category name

To change the default category name of "Processing Complete!":

• Apply the following advanced option to the sync policy or individual users:

  Crm.SmartConvertCompletedCategory = value

  where value can be changed to any wording. This will affect email sync going forward and does not retroactively change the category for previously synced email.

Add the category (and colour) to the Master Category List

In Riva 2.4.47 or higher, there is a simple way in the UI to add a category and define its colour.

In versions 2.4.26 through 2.4.46, proceed as follows.

To change the colour for the category "Skipped Item - No Matching Contacts":

• Apply the following two advanced options to the sync policy or individual users:

  Crm.CustomMasterCategories = Skipped Item - No Matching Contacts

  Crm.CustomMasterCategoryColorValue = [desired colour name.]

  • Example:

    Crm.CustomMasterCategoryColorValue = Teal

To sync both categories "Processing Complete!" and "Skipped Item - No Matching Contacts" categories to the Master Category List and assign a desired colour:

• Apply the following two advanced options to the sync policy or individual users:

  Crm.CustomMasterCategories = Processing Complete!,Skipped Item - No Matching Contacts (Adds the category permanently to the Master Category List. This action is required before a colour can be assigned.)

  Crm.CustomMasterCategoryColorValue = [desired colour name for each value respectively.]

  • Example:

    Crm.CustomMasterCategoryColorValue = Teal,Dark_Red

The recognized colour names include:

Red
Orange
Peach
Yellow
Green
Teal
Olive
Blue
Purple
Maroon
Steel
Dark_Steel
Gray
Dark_Gray
Black
Dark_Red
Dark_Orange
Dark_Peach
Dark_Yellow
Dark_Green
Dark_Teal
Dark_Olive
Dark_Blue
Dark_Purple
Dark_Maroon
None

After the sync policy is saved, Riva syncs the category and colour to the user's Master Category List on the next full sync cycle.

Applies to

• Riva Cloud for Office 365, Exchange, and Google's G Suite.
• Riva On-Premise 2.4.26 or higher for Office 365 or Exchange.
• Riva On-Premise 2.4.38 or higher for Google's G Suite.