Riva Cloud NEW: Reporting and sharing of data is now easier with the “Print” and “Export” buttons in the Metrics Dashboard Reporting and sharing of data is now easier with the newly introduced “Print” and “Export” buttons on the metrics dashboard page. The exported data (such as email address, creates, deletes, updates, and total changes...
Riva On-Premise The Riva On-Premise 2023.3 release focuses on making your user experience better through minor improvements and bug fixes. We’re also further developing our Microsoft Graph support – if this is of interest to you, please reach out to your account manager. Click here to learn more. Riva Cloud The Riva Cloud 2023.3 release...
Riva Cloud IMPROVED: Elevate Your Admin Experience with Riva Cloud! Adding, onboarding, and managing Riva Cloud users has never been easier. First, we’ve simplified the process of adding users with a new prompt and quick link to disable your policy ahead of adding users (and avoid any sync issue). Then, corporate and company admins are...
Bookings Introducing Single Use Links with Riva Bookings! Empowers users to take granular control of their calendar and availability by recommending few time slots instead of sending an open calendar invitation. Booking Links are easier to manage as it expires after the link is used. Users can select the exact time slots to be shown...
How does Riva Bookings reduce booking friction? With Riva Bookings, users can create numerous booking links that are accessible from the dashboard. These links never expire, and users can create unlimited booking links for their purposes. While creating a booking link, users have the power to configure the links according to their needs! 1. They...
Riva Insight New! Delegate Support with Riva Insight Empower your executive assistants to manage and track meetings on your behalf to CRM. Based on the permissions and delegate access provided to your executive assistant, they can use Insight to track a meeting that’s on your calendar as you. This allows advisors to delegate admin tasks...
One of the core values at Riva is to “Build the Future.” We are committed to ensuring that our solutions stay on top of the latest technology trends so you are guaranteed the best and future-proof product experience. As such, we have some important notices with the 2022.4 release to help you prepare for the...
Manage Your Customers Wherever You Are and How You Wish Track in CRM on the Go, Right from Your Mobile! Are your relationship managers treating their mobile phones more like their primary workstations? With this release, Riva Insight on Mobile now supports Track in CRM. Now relationship managers can effortlessly track emails right from their...
Insight…now With Better Search! We all love it when a quick search on the internet results in precisely the information we want. At Riva, we understand that you expect similar results from your CRM. With our 2022.2 release, Insight will get you one step closer to that goal! Our new keyword search option allows users to...
Insight Riva is here to make CRM easier, smarter, and in line with industry and regulatory requirements. Our Insight side panel is the best way to deliver on that promise – putting connections, conversations and meetings into the context of relationships, right in the workflow your teams use most. Our newest release is ready for release...