By default, when Riva Sync processes contacts and accounts, when the SmartConvert does not successfully match an existing account, a new account is created in the CRM. Riva removes the email recipient name and the @ sign from the email address and uses the email domain as the new account name. For example, a contact with the email address john.doe@mycompany.com is used to generate an account called mycompany.com
In order to easily identify accounts generated by Riva, a prefix can be defined.
Example: Some customers have requested that Riva leave the @ character as the leading character in the auto-generated account name. This would differentiate mycompany.com (an account manually generated by a CRM user) from @mycompany.com (a Riva-generated account name). This would also serve as a reminder to the assigned user that the account details in @mycompany.com may be incomplete.
Define a Prefix for the Names of Accounts Created by Riva
Riva can be configured to prefix a character (like '@' or '#') or a string (like 'New - ') to the domain name for auto-generated account names.
How to do it for Riva Cloud
How to do it in Riva On-Premise
-
Apply the following advanced custom option to the sync policy:
Sync.Crm.AutoGeneratedAccountNamePrefix = [prefix]
-
Restart the CRM synchronization service.
Examples:
- Sync.Crm.AutoGeneratedAccountNamePrefix = "@"
- Produces @mycompany.com as the CRM account name.
- Sync.Crm.AutoGeneratedAccountNamePrefix = "#"
- Produces #mycompany.com as the CRM account name.
- Sync.Crm.AutoGeneratedAccountNamePrefix = "New - "
- Produces New - mycompany.com as the CRM account name.
See Also
- Add a prefix to a CRM account name created from an email contact.
- Create CRM account names without domain suffixes or country codes.
Applies to
- Riva Cloud for Office 365 and Exchange.
- Riva On-Premise 2.4.24 or higher for Office 365 and Exchange.