Riva can filter the SmartConvert matching of email and appointment recipients on the basis of an email domain (or email address). These filter options also work on the automatic email processing of the Inbox and Sent Items folders.
Riva 2.4.34+ includes advanced custom options that can be applied to a sync policy or CRM connection to
Sync.Crm.OnBlockedEmailAddressSkipEntireItem - If there is a match, do not process the entire item. (Do not sync the appointment, task or email.)
Sync.Crm.OnBlockedEmailAddressSkipMatch - If there is a match, do not relate the attendee or recipient, but still process the item. (Do not sync the appointment, task, or email related to the match.)
Options to Skip Entire Exchange Item (Appointment or Task or Email)
If there is a match, do not process the entire item:
Sync.Crm.OnBlockedEmailAddressSkipEntireItem.RegEx - Filters recipients for all SmartConvert modules including calendars.
Sync.Crm.OnBlockedEmailAddressSkipEntireItem.RegEx = @abc.com
Options to Skip the Matched Contact and Process the Item (Appointment or Task or Email)
If there is a match, do not relate the attendee or recipient, but still process the item:
Sync.Crm.OnBlockedEmailAddressSkipMatch.RegEx - Filters recipients for all SmartConvert modules including calendars.
Sync.Crm.OnBlockedEmailAddressSkipMatch.RegEx.Appointment = abc.com
Sync.Crm.OnBlockedEmailAddressSkipMatch.Location.Appointment = From
Riva performs the filtering for matched CRM contacts and leads by default. If you want to include CRM users in the filter, add an extra filter that specifically identifies CRM users.
Sync.Crm.OnBlockedEmailAddressSkipEntireItem.RegEx.Appointment = abc.com
By default, Riva always includes the syncing user in the match even if there is a SkipMatch filter for the user's email domain name. Apply the following custom option to filter the syncing user (current user):
Sync.Crm.EmailReferenceResolution.AlwaysAddCurrentUser.Email = false
List of Valid [Module] Names
The modules names used by Riva are listed in the article How to rename the base module folder name.
Note: Not all module names apply to every CRM.
If domain names are not being filtered
Our lab test and customers have confirmed that using the period character (.) in a Regex expression that defines a domain name (for example, abc.com) normally works. Some customers, however, have reported that the Regex expression does not filter email and appointments for the defined domain name or names.
The issue is caused by the fact that the period character has a special meaning in Regex. To mean a literal period in Regex, we must precede a period with the back slash character ( \ ). For example, to skip appointments if any contact or lead exactly matches the domain abc.com, define the key as follows:
Article ID: 955
Last updated: 12 Jul, 2017