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Riva Insight Knowledge Base

New! Enhanced Related Items Search, Salesforce Data Display Optimization... and more - directly in Outlook or Exchange with Riva Insight!

Riva Insight Admin Guide

Our step-by-step guide to managing your Riva Insight subscriptoin.
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Release Version 2022.2

Insight Update: more powerful search for refined results!
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Getting Started

Planning for Riva Insight

In Riva, the Insight panel and Track in CRM support two types of add-ins for Outlook: Outlook Web add-in. Windows add-in. Which add-in type is for you? Add-In for Insight Panel Track in CRM Type of…

Deploy Riva Insight

Audience: Project Team Lead, Riva Administrators, and Server and Infrastructure Team. Requirements: Riva Cloud or Riva On-Premise. CRM. Email and browser. Trusted websites. Riva Cloud When Riva Cloud hosts Riva Insight…

Managing Accounts

Manage Your Account

View the account summary. Change the Admin user password. Increase or decrease the number of licensed users. And more.

Autosave Drafts in Track in CRM

Minimum Requirements Riva Insight 2020.3. If you use the Outlook Windows add-in, upgrade it to version 2020.3. Support Autosave drafts are supported for Outlook Windows Add-in. Outlook Web Add-in when reading an email or an…

Track in CRM Appears in the Side Panel of Riva Insight

This article applies to both Riva Insight platforms (Cloud and On-Premise) and both Outlook add-ins (the Outlook Web add-in and version 2020.2 or higher of the Outlook Windows add-in). Track in CRM appears on the Riva Insight side…

Subscribe to Salesforce

Subscribing to a Salesforce item or Chatter Following the item is beneficial: you know when and how important contacts, accounts, leads, opportunities, or custom modules are updated. That enables you, a sales team member, to stay informed…

Riva Insight: Feature – Login with Salesforce

Riva Insight users no longer need to manage Riva Cloud identity passwords. Requirements. Overview. To use the Login with Salesforce feature with Outlook. Requirements In order to leverage the “Login with Salesforce”…

Manage CRM Records from Riva Insight

This is the overview for creating and updating various CRM records from Riva Insight. For end users: Creating and updating various CRM records from Riva Insight. For admins: Enabling end-users to create and/or update various CRM records…

Display Salesforce Data Based on End-Users’ Permissions

Riva Insight On-Premise 2018.3 or higher can be configured to display Salesforce data according to the Salesforce end-users’ permissions. This requires logging in with Salesforce. In previous versions of Riva Insight On-Premise or by…

Ensure That Refresh Token Policy Is NOT Set to “Immediately Expire Refresh Token”

To ensure that Refresh Token Policy Is NOT set to Immediately expire refresh token: In Salesforce, on the left side, in the search box, enter “manage apps” (without the quotation marks). In the left pane, under Manage Apps,…

Customizing the Insight Panel in Riva Insight 2017.3 or Higher

In Riva Insight 2017.3 or higher, various customizations are available: Displaying additional fields for accounts, contacts, and appointments. Applying your company branding. Displaying contacts that belong to the same email…

Riva Insight OnPremises State Service Configuration

First Available In: Insight Server 2020.4+ OnPremise Audience: Riva Insight Administrators; Riva CET; Riva Success Riva Insight State Server Riva Insight 2020+ OnPremise now requires the user of a State…

Attendee List

For end users: Using the Attendee List. For admins: Enabling the Attendee List. What Attendee List does. Minimum requirements. What Attendee List Does In Riva Insight: If the Attendee List has been enabled

Riva Insight FAQs

Getting Started

How Riva Insight Works

Supported Systems

Security and IT

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Riva

Riva helps you provide the best advice to every customer. Secure clients for life with a 360-degree view of client relationships and automated customer journeys.

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Platform

  • Overview
  • The Engine
  • Integrations
  • Connectors
  • Riva Product Releases

Solutions

  • Activity Capture
  • Sales Engagement
  • Riva for Enterprise
  • Financial Services
  • Manufacturing
  • Life Sciences
  • Education
  • CRM Admins
  • Sales Leaders
  • Revenue Operations

Resources

  • Riva's ROI
  • Customer Stories
  • Blog
  • Podcast
  • Videos
  • For Partners
  • Help

Pricing

  • Pricing

About Us

  • Who We Are
  • Join Us
  • News
  • Contact

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