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

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…

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…

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 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”…

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…

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…

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,…

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…

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…

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